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Chapter 18. Anemia
367
Megaloblastic Anemia
This is a macrocytic anemia that results from impaired DNA synthesis. The most common causes include the nutritional deficiencies of folic acid (B9) or cobalamin (B12) [9]. Additionally, there are many medications that can cause megaloblastic anemia through impaired absorption of either B12 or folic acid.
Vitamin B12 Deficiency
Epidemiology
There many causes for vitamin B12 deficiency. Since we can­not synthesize it on our own, it is important that we obtain it in our diet. This essential nutrient is found in animal products such as meats, seafood, dairy products, and eggs. Many foods such as cereals are also fortified with vitamin B12. It has therefore become very uncommon for people to develop vitamin B12 deficiency due to lack of dietary intake, espe­cially in developed countries. The people at most risk include those who adhere to a strict vegan or vegetarian diet. The average person is able to store 2–3mg of B12, and this is gen­erally considered enough to maintain an individual for 3–4years [9].
While developing vitamin B12 deficiency solely due to lack of dietary intake is rare, it is more common to develop the deficiency due to a malabsorptive process. Malabsorption can occur anywhere between the stomach and the terminal ileum, the location where it is ultimately absorbed before storing it in the liver. Common causes of malabsorption due to pathology in the stomach include pernicious anemia, atro­phic gastritis, chronic H2 blockers or proton pump inhibitor use, and Helicobacter pylori infection. In the duodenum, pathologic causes for malabsorbtion include small intensti­nal bacterial overgrowth and pancreatic insufficency. In the terminal ileum, malabsorption may be caused by ileal resec­tion, ileitis such as in Chron’s disease, chronic metformin use, and fish tapeworm infection from Diphyllobothrium latum.
368
B. Cohen
Pathophysiology
As mentioned above, vitamin B12 deficiency may arise due to many causes but is mainly due to either poor nutritional intake, or more commonly due to a malabsorptive process. After we eat food and it passes through the stomach into the small intestine, B12 is bound by intrinsic factor, a protein that actively helps with absorption of B12in the ileum. Alterations to gastric acid secre­tion from medications such as proton pump inhibitors and H2 blockers prevent B12 bound in food from being bound by intrin­sic factor. In the terminal ileum, inflammation from Crohn’s disease or infection from D. latum leads to poor absorption locally in the terminal ileum and can also lead to deficiency.
History andPhysical Exam
Vitamin B12 deficiency may manifest with anemia, pancyto­penia, jaundice, or neuropsychiatric symptoms, and therefore, a complete history and physical exam are essential when diag­nosing and determining the severity of illness associated with B12 deficiency. Vitamin B12 plays a role in myelin basic pro­tein, which is important to maintain the myelin that insulates peripheral nerves, and thus, deficiency can lead to neuropathy. The classic neurologic symptoms associated with vitamin B12 deficiency are known as subacute combined degeneration and occur due to demyelination of the dorsal and lateral column of the spinal cord. As the disease progresses, patients may experience weakness, ataxia, spasticity, and ultimately para­plegia. Other symptoms include depressed mood, irritability, dementia, cognitive slowing, visual disturbances from optic atrophy, abnormal deep tendon reflexes, and glossitis. The neuropsychiatric manifestations of vitamin B12 deficiency may occur without the presence of anemia, and the absence of anemia should not rule out this nutritional deficiency as a cause for any of the above neuropsychiatric symptoms [9].
Laboratory Evaluation
• CBC
• Peripheral smear—presence of macrocytes and hyperseg-
mented neutrophils
Chapter 18. Anemia
369
• Intrinsic factor antibodies, parietal cell antibodies
• B12 and folic acid level
• Methylmalonic acid and homocysteine level
• Schilling test—no longer routinely done [3]
Diagnosis
In most cases, B12 levels should be checked when the CBC reveals a macrocytic anemia. For the majority of patients, we do not check folic acid levels, as a deficiency is very uncom­mon in patients with a routine diet in resource-rich areas and is only of benefit in patients with poor oral intake or frequent alcohol use [3]. The diagnosis of vitamin B12 deficiency can sometimes be obscure. The normal value of vitamin B12 is greater than 300 pg/mL, and when the level is higher than this, it is considered to be 90% sensitive to rule out B12 defi­ciency. When patients have values less than 200pg/mL, that is sufficient to diagnose a B12 deficiency. The evaluation can become obscure when values range between 200 and 300pg/ mL. When this occurs, it is appropriate to assess for serum methylmalonic acid (MMA) and serum homocysteine levels, proteins that are intermediaries in the metabolism of vitamin B12. In scenarios where both MMA and homocysteine levels are normal, vitamin B12 deficiency is ruled out. Elevation in both the MMA and homocysteine levels confirms a diagnosis of vitamin B12 deficiency [10] (this would not rule out a simultaneous folic acid deficiency). If MMA is normal and homocysteine levels are elevated, this is more consistent with a folic acid deficiency.
When choosing a treatment option for B12 deficiency, it is important to identify the cause and severity of the deficiency and the anemia. The scenarios where correction is urgent include the patients with symptomatic anemia or Hb<8g/dL, neuropsychiatric or neurologic symptoms, or in the presence of a malabsorptive process such as pernicious anemia. In these scenarios it is recommended to initiate treatment promptly with intramuscular cyanocobalamin. Treatment should consist of intramuscular injections 1–2 times per week for 2weeks, followed by weekly injections until clinical improvement is seen, after which repeat CBC and reevaluation of symptoms
370
B. Cohen
should be completed. If results show resolution of macrocyto­sis, anemia, and/or improvement in the neuropsychiatric or neurologic symptoms, the patient should continue with oral cyanocobalamin 1000 μg daily or monthly intramuscular injections indefinitely. In less severe cases, patients can be started on oral cyanocobalamin 1000μg daily [10].
Folic Acid Deficiency
Folic acid deficiency is less common than vitamin B12 defi­ciency. Folic acid is an essential part of DNA synthesis, and so deficiency leads to megaloblastic anemia. It presents similarly to vitamin B12 deficiency, although the neuropsychiatric symptoms are less common, and it does not cause subacute combined degeneration. The most common cause for folate deficiency is due to medication side effects or alcohol use disorder. In resource-rich countries, many grains are enriched with folic acid, and therefore, it is very difficult to develop a deficiency due to poor intake [2]. In contrast with B12 defi­ciency, folic acid deficiency can develop quickly after about 3–4months if a person is cut off from all sources of folate. Deficiency may also arise in the presence of rapid turnover of erythrocytes, such as in hemolytic anemia. Common medica­tions that cause folic acid deficiency include methotrexate, trimethoprim, and phenytoin. Patients taking these medica­tions should also be taking folic acid supplementation [10].
Diagnosis is made on lab testing demonstrating low folic acid levels. Peripheral smear will show similar findings to vitamin B12 deficiency, with macrocytosis and hyperseg­mented neutrophils. When the diagnosis is uncertain, MMA and homocysteine levels may be evaluated, and lab testing will show normal MMA and elevated homocysteine levels.
Treatment of folic acid deficiency, regardless of cause, is with supplementation of 1mg of folic acid daily. Patients with alco­hol use disorder should be counseled on strategies to decrease or cease their alcohol consumption [10]. In cases of severe deficiency due to medication side effect, the patient should have a discussion with their provider about whether or not to continue the medication or to pursue alternative therapies.
Chapter 18. Anemia
371

Hyperproliferative Anemia

This group of anemias is typically more complicated to treat. The causes include sickle cell diseases, hemolytic anemias, and rapid blood loss. In cases other than rapid blood loss, patients should be evaluated by a hematologist.
Hemolytic Anemia
In healthy individuals, an erythrocyte lives for about 90days, during which about 1% of erythrocytes are destroyed per day. Hemolytic anemia is the process where there is premature destruction of erythrocytes. When erythrocytes are destroyed, the body responds with a reticulocytosis, increasing produc­tion of immature RBCs to help replace those that were destroyed. As the erythrocytes are destroyed, lactate dehy­drogenase (LDH) is released. In addition, haptoglobin, a protein that binds free hemoglobin, decreases, as it is con­sumed. The remaining free hemoglobin is also metabolized into unconjugated bilirubin. Thus, the hallmarks of hemolytic anemia are elevated serum LDH and unconjugated bilirubin and decreased or undetectable serum haptoglobin.
Hemolytic anemias are classified as being either intrinsic or extrinsic [11].
Intrinsic Hemolytic Anemia
These are the hemolytic anemias that are caused by some acquired, inherited, or congenital hemoglobinopathy, RBC membrane defect, or enzyme deficiency [11]. Causes of intrinsic hemolytic anemia include the following:
• Hemoglobinopathy
– Sickle cell anemia – Thalassemia
• RBC membrane defect
– Hereditary spherocytosis – Hereditary elliptocytosis
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B. Cohen
• Enzyme deficiency
– G6PD—glucose-6-phosphate deficiency
Sickle Cell Anemia
Epidemiology
Sickle cell anemia is the most common hemoglobinopathy. It is estimated to affect approximately 100,000 Americans each year. It is more prevalent in the African American commu­nity and estimated to occur in 1 out of 365 births. Approximately 1in 13 births in the African American com­munity has sickle cell trait. Finally, it is estimated to occur in 1 out of every 16,300 births in the Hispanic-American com­munity [12]. It is theorized that sickle cell anemia is more common in areas with malaria, as it provided a selective benefit of protecting individuals from becoming infected with the parasite that causes malaria.
Pathophysiology
Sickle cell anemia (SCA) is an autosomal recessive disease, and so in order to have the disease, a person must inherit one copy of the defective gene from each parent [13]. In SCA there is a mutation in the beta-globin gene where the hydro­philic nucleotide glutamic acid is replaced with the hydropho­bic nucleotide valine at the sixth position of the beta-globin gene, resulting in hemoglobin S (HbS). When the HbS is exposed to deoxygenated environments, polymerization of HbS occurs leading to erythrocyte rigidity and distortion of the erythrocyte membrane, creating the characteristic sickle shape. The rate at which this occurs depends on the concen­tration of HbS and hemoglobin F (HbF). This sickling leads to premature intravascular hemolysis, which causes vascular injury and endothelial dysfunction. The hemolytic process also depletes available nitric oxide, leading to vasoconstric­tion. This process also leads to release of inflammatory mediators and overexpression of adhesion molecules, leading to vaso-occlusion [14].
Chapter 18. Anemia
373
The main pathologies associated with sickle cell anemia are vaso-occlusive crisis, hemolysis, and certain infections [14]:
• Hemolysis: The baseline hemoglobin levels are often lower
than the average adult due to the shorter life span of their
erythrocytes. The rate of hemolysis may increase during
times of increased stress such as during an infection, and
the patient with SCA will be more prone to vaso-occlusive
crisis. The most severe form of this is known as a hyperhe-
molytic crisis.
• Vaso-occlusive crisis: These episodes are often marked by
severe pain and can lead to infarction at different locations
in the body. The most severe complications of vaso-
occlusive crisis include acute chest syndrome, acute papil-
lary necrosis, both ischemic and hemorrhagic stroke, spinal
cord infarction, cholecystitis, acute coronary syndrome,
and pulmonary embolism. Patients with SCA often develop
chronic lifelong pain that may be difficult to treat. Many of
these patients may require opioid analgesia and it is
important to carefully monitor these patients for signs of
opioid addiction and withdrawal. Other complications
include osteoporosis, avascular necrosis, pulmonary hyper-
tension, and priapism.
• Infection: Patients with sickle cell anemia are at higher risk
for osteomyelitis. Patients will develop splenic infarcts and
are considered to have functional asplenia, putting them at
higher risk for infections from encapsulated bacteria such
as Streptococcus pneumoniae, Neisseria meningitis, and
Haemophilus influenzae type B and gram-negative organ-
isms such as Salmonella sp., Enterobacter cloacae,
Enterococcus faecium, and Pseudomonas aeruginosa.
Key History andPhysical Exam
For patients with SCA it is important to determine the sever­ity of their illness. Each patient may present differently and with a different level of disease burden. History should focus on determining evidence of any complications due to SCA,
374
B. Cohen
and given the widespread effects across all organ systems, it is important that a thorough review of systems is performed for each patient. It is important to determine whether a patient’s pain is adequately controlled or not. Understanding what medications have been used and how often blood transfu­sions have been required may guide your treatment plan.
A full physical exam should be performed to evaluate for any neurologic deficits, conjunctival pallor, tachycardia, jaun­dice, gait abnormalities, and dactylitis.
Laboratory Evaluation
• CBC
• Hemoglobin electrophoresis
• Reticulocyte index
• LDH, haptoglobin, unconjugated bilirubin
• Peripheral blood smear
Diagnosis
Diagnosis of sickle cell anemia is based on RBC morphology on a peripheral blood smear along with clinical criteria of hemolysis with a history of ischemic pain. The diagnosis is confirmed with hemoglobin electrophoresis, which will show elevated levels of HbS.
Treatment
The overall management of sickle cell anemia varies depend­ing on the severity of the illness and each patient should be managed with the help of a hematologist. For the severe complications such as acute chest syndrome, stroke, transient ischemic attack (TIA), spinal infarcts, hyperhemolytic crisis, and severe infections, or in cases where pain cannot be con­trolled at home, patients should be referred to their local hospital for further management.
For patients with less severe symptoms, outpatient man­agement is recommended. All patients should be started on folic acid supplementation, as the sickled erythrocytes have a very short life span of 12–16days and the folic acid is needed
Chapter 18. Anemia
375
for erythrocytosis and the rapid turnover of RBCs. Pain man­agement should focus on use of NSAIDs for mild to moder­ate pain control [15].
Studies have found that patients with higher levels of fetal hemoglobin (HbF) have milder courses of disease and decreased hospitalization and may have improved survival [13]. In normal physiology, the fetus has high concentrations of HbF but after birth this gene is turned off and the gene for HbA, or in the case of patients with SCA, HbS, is turned on. The medication hydroxyurea, which is used as a chemo­therapy agent by halting the cell cycle between G1 and S phases, also has the advantage of increasing HbF production and is recommended for all patients with sickle cell anemia who have had repeated complications from vaso-occlusive crisis or have had painful crisis more than three times per year [13].
In addition to hydroxyurea, it may sometimes be necessary to give a blood transfusion, particularly if a patient is having any of the more severe complications of a vaso-occlusive crisis.
All patients with sickle cell anemia should receive appro­priate pneumococcal and HiB vaccinations to protect against these encapsulated organisms if they have not already received them earlier in life.
Thalassemia
Epidemiology
Thalassemia is another common hemoglobinopathy. It is esti­mated that roughly 20% of the world population carries a gene for alpha thalassemia, and 5.2% of the population has a significant form of the disease, either beta-thalassemia or alpha-thalassemia trait. Thalassemia is most prevalent in African and Mediterranean countries, the Middle East, and Southeast Asia. The most common form is the heterozygous form of disease. The homozygous alpha-thalassemia causes intrauterine demise and homozygous beta-thalassemia is associated with a severe anemia diagnosed at early age [16].
376
B. Cohen
Pathophysiology
Thalassemia is a group of heterogenous hemoglobinopathies that results in decreased production of either the alpha or beta globin gene on the hemoglobin molecule. Hemoglobin is a tetramer that is composed of two alpha and two beta globin molecules. The beta globin molecule has two genes and the alpha globin gene has four genes. The spectrum of the differ­ent thalassemia disorders is dependent on how many genes are lost due to mutation. These mutations leads to a mismatch in the alpha/beta globin ratio, cellular damage, and early hemolysis [2].
Key History andPhysical Exam
When evaluating for possible thalassemia disorders, it is important to obtain a complete social and family history. The patient’s country of origin, or whether their parents have any hemoglobinopathy, can help you determine whether it is likely that a patient could have a thalassemia disorder. Since the laboratory evaluation will show microcytic anemia, it is important that your history and physical exam focus on rul­ing out causes for iron deficiency anemia.
Laboratory Evaluation
• CBC
• Iron studies
• Hemoglobin electrophoresis
• DNA sequencing
• Peripheral blood smear
Diagnosis andManagement
The evaluation for thalassemia often begins when pursuing causes of microcytic anemia. Therefore, just like with iron deficiency anemia, the evaluation should begin with checking the CBC and iron studies. Patients with thalassemia will often have a mild anemia and a very low MCV.In contrast to iron deficiency anemia, the iron studies in these patients will not