Skip to content

Megaloblastic Anemias

Chapter 104 | Part 4: Oncology and Hematology · Part 4 – Oncology: Hematologic Malignancies · Chapter 104


Key Clinical Points

  1. Megaloblastic anemias result from impaired DNA synthesis due to cobalamin (B12) or folate deficiency, leading to ineffective erythropoiesis.
  2. Key hematologic hallmarks include macrocytosis (MCV >100 fL) and hypersegmented neutrophils (>5 lobes).
  3. Neurologic symptoms (e.g., neuropathy, dementia) occur only with cobalamin deficiency and involve spinal cord demyelination.
  4. Pernicious anemia is the leading cause of severe B12 deficiency in Western countries due to intrinsic factor deficiency from gastric atrophy.
  5. Folic acid supplementation (0.4 mg/day) reduces neural tube defects (NTDs) by ~80% when initiated preconception.
  6. MTHFR C677T polymorphism increases homocysteine levels and risk for NTDs, colorectal cancer, and vascular disease.
  7. Diagnosis relies on serum cobalamin (200–900 pg/mL), methylmalonic acid (MMA), homocysteine, and intrinsic factor antibodies.
  8. Vegans require B12 supplementation; deficiency is inevitable after total gastrectomy.
  9. Cobalamin deficiency may cause vascular disease, cognitive decline, and increased thrombosis risk via hyperhomocysteinemia.
  10. Ineffective erythropoiesis in the marrow results in megaloblasts with asynchronous nuclear-cytoplasmic maturation.

1. DEFINITION & OVERVIEW

Megaloblastic anemias are characterized by ineffective erythropoiesis and abnormal red cell morphology in the bone marrow. The marrow is typically hypercellular, with megaloblasts (large, immature erythroblasts) showing asynchronous nuclear-cytoplasmic maturation.

Pathophysiology: • Impaired DNA synthesis due to reduced dNTP availability. ◦ Failure of dUMP to dTMP conversion → uracil misincorporation into DNA → cell cycle arrest.

1.1 Classification

Megaloblastic anemias are categorized by the underlying cause of impaired DNA synthesis:

Cobalamin deficiency (e.g., pernicious anemia, food malabsorption) • Folate deficiency (e.g., dietary, malabsorptive, drug-induced) • Antifolate drugs (e.g., methotrexate) • DNA synthesis inhibitors (e.g., cytarabine, hydroxyurea, 6-mercaptopurine, azidothymidine [AZT]) • Orotic aciduria (responds to uridine) • Thiamine-responsive anemia


2. ETIOLOGY & PATHOPHYSIOLOGY

Cobalamin is synthesized by microorganisms and absorbed in the ileum via intrinsic factor binding. Folate is obtained from diet (liver, leafy greens) and absorbed through intestinal mucosa.

Key Mechanisms: 1. Cobalamin deficiency: ◦ Impairs methylmalonyl-CoA mutase → elevated MMA. ◦ Inhibits methionine synthase → homocysteine accumulation. ◦ "Methylfolate trap" → THF starvation → reduced intracellular folate coenzymes. 2. Folate deficiency: ◦ Blocks dTMP synthesis → DNA replication arrest. ◦ Impairs purine/pyrimidine synthesis. ◦ Reduces SAM production → affects methylation reactions.

2.1 Causes of Cobalamin Deficiency

Severe Cobalamin Deficiency (Table 104-3):Nutritional: Vegans, malnutrition. • Malabsorption: ◦ Pernicious anemia (autoimmune gastritis). ◦ Intestinal stagnant loop syndrome: jejunal diverticulosis, ileocolic fistula, anatomic blind loop, intestinal stricture, etc. ◦ Ileal resection and Crohn's disease. ◦ Selective malabsorption with proteinuria. ◦ Tropical sprue. ◦ Transcobalamin II deficiency. ◦ Fish tapeworm (Diphyllobothrium latum).

Mild Cobalamin Malabsorption (Table 104-4): Note: These conditions are not usually sufficient to cause megaloblastosis.Gastric causes: Simple atrophic gastritis, Zollinger-Ellison syndrome, gastric bypass or bariatric surgery, use of proton pump inhibitors. • Intestinal causes: Gluten-induced enteropathy (celiac disease), severe pancreatitis, HIV infection. • Other factors: Radiotherapy, graft-versus-host disease, various medications (colchicine, neomycin, metformin, etc.), alcohol.

2.2 Causes of Folate Deficiency (Table 104-5)

Dietary: Especially in old age, infancy, poverty, alcoholism; may be associated with scurvy or kwashiorkor. • Malabsorption: ◦ Major: Tropical sprue, gluten-induced enteropathy, intestinal megaloblastosis (due to severe cobalamin or folate deficiency). ◦ Minor: Extensive jejunal resection, Crohn's disease, partial gastrectomy, congestive heart failure, Whipple's disease, scleroderma, amyloid, diabetic enteropathy, systemic bacterial infection, lymphoma, sulfasalazine. • Excess utilization or loss: ◦ Physiologic: Pregnancy and lactation, prematurity. ◦ Pathologic: ◦ Hematologic: Chronic hemolytic anemias, sickle cell anemia, thalassemia major, myelofibrosis. ◦ Malignant: Carcinoma, lymphoma, leukemia, myeloma. ◦ Inflammatory: Tuberculosis, Crohn's disease, psoriasis, exfoliative dermatitis, malaria. ◦ Metabolic: Homocystinuria. ◦ Other: Congestive heart failure, active liver disease, Hemodialysis, peritoneal dialysis. • Antifolate drugs: ◦ Anticonvulsant drugs (phenytoin, primidone, barbiturates), sulfasalazine, Nitrofurantoin, tetracycline.


3. CLINICAL FEATURES

General Presentation: ◦ Early stages: Often asymptomatic (detected by serum cobalamin or elevated MCV). ◦ Anemia symptoms: Fatigue, pallor, glossitis, angular cheilosis, diarrhea/constipation. ◦ Epithelial changes: Macrocytic mucosal cells in mouth, GI tract, cervix. • Neurologic Manifestations (Cobalamin Deficiency Only): ◦ Mechanism: Myelination impairment → spinal cord demyelination (cervical/thoracic tracts). ◦ MRI finding: "Spongy" degeneration. ◦ Symptoms: Paresthesias, gait ataxia, dementia, visual loss. ◦ Autonomic dysfunction: Postural hypotension, impotence. ◦ Infants: Intellectual disability, seizures. • Pregnancy & Development: ◦ Neural Tube Defects (NTDs): Risk reduced by ~80% with 0.4 mg/day folic acid preconception. ◦ MTHFR C677T polymorphism → increased NTD risk in mothers.

3.1 Clinical Summary

Cobalamin Deficiency: Unique for causing neurological symptoms and spinal cord demyelination. • Folic Acid: Essential for preventing NTDs; deficiency leads to increased risk of colorectal cancer, breast cancer, and vascular disease.


4. HEMATOLOGIC FINDINGS

Peripheral Blood: ◦ Macrocytosis (MCV >100 fL). ◦ Hypersegmented neutrophils (>5 lobes). ◦ Presence of nucleated red blood cells (nRBCs) in severe cases. • Bone Marrow: ◦ Megaloblasts: Large, immature erythroblasts with "open" or "S-shaped" nuclei. ◦ Ineffective erythropoiesis: High number of polychromatic and orthochromatic precursors; elevated reticulocytes; low hemoglobin.


5. INVESTIGATIONS & DIAGNOSIS

Serum Cobalamin: Normal range 200–900 pg/mL. • Methylmalonic Acid (MMA): Elevated in cobalamin deficiency. • Homocysteine: Elevated in both cobalamin and folate deficiencies. • Intrinsic Factor Antibodies: Diagnostic for pernicious anemia. • Folate Assessment: Use red cell folate; serum folate is unreliable.

5.1 Diagnostic Criteria for Pernicious Anemia

  1. Serum cobalamin < 200 pg/mL.
  2. Positive intrinsic factor antibodies.
  3. Evidence of gastric atrophy (low pepsinogen I, high gastrin).
  4. Clinical response to B12 therapy.

6. MANAGEMENT & TREATMENT

  1. Cobalamin Deficiency: • Parenteral cyanocobalamin (1000 µg IM weekly) OR hydroxocobalamin.
  2. Folate Deficiency: • Oral folic acid 1–5 mg/day.
  3. Pregnancy Management: • Folic acid 0.4–0.8 mg/day preconception and during pregnancy (Note: 0.4 mg/day specifically cited for NTD reduction).
  4. Post-Gastrectomy Protocol: • Monthly B12 injections (1000 µg IM) to prevent deficiency. • Monitor serum cobalamin, MMA, and homocysteine levels.

7. PROGNOSIS & COMPLICATIONS

Early Treatment: Prevents irreversible neurologic damage and NTDs. • Untreated Cobalamin Deficiency: Dementia, neuropathy, myelopathy. • Folate Deficiency: Increased risk of cancer (colorectal, breast) and vascular disease. • Cobalamin Deficiency: Risk of thrombosis via hyperhomocysteinemia.


8. SPECIAL CONSIDERATIONS

Vegans: Require B12 supplementation due to lack of animal-derived foods. • Pregnancy: High risk for NTDs; requires folic acid (0.4 mg/day) preconception. • Elderly: Higher risk of deficiency due to malabsorption and dietary insufficiency. • HIV: Increased folate requirements and absorption issues.


9. KEY PEARLS & HIGH-YIELD POINTS

Differentiation Rule: MMA is the key differentiator; it is elevated in B12 deficiency but normal in isolated folate deficiency. • Morphology: Hypersegmented neutrophils are a hallmark of megaloblastic anemia and can be seen before severe anemia develops. • Folate Biochemistry (Table 104-2): ◦ Formate activation: THF → 10-formyl-THF. ◦ Purine synthesis: 5,10-Methylene-THF → purines. ◦ Pyrimidine synthesis: 10-Formyl (CHO)THF → formylation of AICAR. ◦ dTMP synthesis: 5,10-Methylene-THF → dTMP (Rate limiting in DNA synthesis). ◦ Methionine synthase: 5-Methyl(M)THF → Homocysteine to methionine. ◦ Serine-glycine interconversion: THF → entry of single carbon units into active pool. • Pernicious Anemia: Characterized by autoimmune-mediated gastric atrophy and IF antibodies.


Reference Tables

TABLE 104-1 Causes of Megaloblastic Anemia Cobalamin deficiency or abnormalities of cobalamin metabolism (see Tables…

Harrison's 22e, p.781

  • Cobalamin deficiency or abnormalities of cobalamin metabolism
    (see Tables 104-3, 104-4)
  • Folate deficiency or abnormalities of folate metabolism (see Table 104-5)
  • Therapy with antifolate drugs (e.g., methotrexate)
  • Independent of either cobalamin or folate deficiency and refractory to cobalamin
    and folate therapy:
  • Some cases of acute myeloid leukemia, myelodysplasia
  • Therapy with drugs interfering with synthesis of DNA (e.g., cytosine
    arabinoside, hydroxyurea, 6-mercaptopurine, azidothymidine [AZT])
  • Orotic aciduria (responds to uridine)
  • Thiamine-responsive

TABLE 104-2 Biochemical Reactions of Folate Coenzymes REACTION Formate activation Purine synthesis

Harrison's 22e, p.782

REACTION COENZYME FORM OF FOLATE
INVOLVED
SINGLE CARBON UNIT
TRANSFERRED
IMPORTANCE
Formate activation THF −CHO Generation of 10-formyl-THF
5,10-Methylene-THF
10-Formyl (CHO)THF
−CHO
Pyrimidine synthesis
Methylation of deoxyuridine
monophosphate (dUMP) to thymidine
monophosphate (dTMP)
5,10-Methylene-THF −CH
3
Rate limiting in DNA synthesis
Oxidizes THF to DHF
Some breakdown of folate at the C-9–N-10 bond
THF
5-Methyl(M)THF
THF
=CH
2
−CH
3
−HN−CH=

TABLE 104-3 Causes of Cobalamin Deficiency Sufficiently Severe to Cause Megaloblastic Anemia NUTRITIONAL Malabsorption…

Harrison's 22e, p.785

NUTRITIONAL VEGANS
Malabsorption Pernicious anemia
Intestinal causes Intestinal stagnant loop syndrome: jejunal diverticulosis,
ileocolic fistula, anatomic blind loop, intestinal stricture, etc.
Ileal resection and Crohn’s disease
Selective malabsorption with proteinuria
Tropical sprue
Transcobalamin II deficiency
Fish tapeworm

TABLE 104-4 Malabsorption of Cobalamin May Occur in the Following Conditions but Is Not Usually Sufficiently Severe and…

Harrison's 22e, p.786

  • Gastric causes
  • Simple atrophic gastritis (food cobalamin malabsorption)
  • Zollinger-Ellison syndrome
  • Gastric bypass or bariatric surgery
  • Use of proton pump inhibitors
  • Intestinal causes
  • Gluten-induced enteropathy
  • Severe pancreatitis
  • HIV infection
  • Radiotherapy
  • Graft-versus-host disease
  • Deficiencies of cobalamin, folate, protein,? riboflavin,? nicotinic acid
  • Therapy with colchicine, para-aminosalicylate, neomycin, slow-release
    potassium chloride, anticonvulsant drugs, metformin,a cytotoxic drugs
  • Alcohol

TABLE 104-5 Causes of Folate Deficiency Dietary a

Harrison's 22e, p.787

  • Dietarya
  • Particularly in: old age, infancy, poverty, alcoholism, chronic invalids, and the
    psychiatrically disturbed; may be associated with scurvy or kwashiorkor
  • Malabsorption
  • Major causes of deficiency
  • Tropical sprue, gluten-induced enteropathy in children and adults, and in
    association with dermatitis herpetiformis, specific malabsorption of folate,
    intestinal megaloblastosis caused by severe cobalamin or folate deficiency
  • Minor causes of deficiency
  • Extensive jejunal resection, Crohn’s disease, partial gastrectomy, congestive
    heart failure, Whipple’s disease, scleroderma, amyloid, diabetic enteropathy,
    systemic bacterial infection, lymphoma, sulfasalazine (Salazopyrin)
  • Excess utilization or loss
  • Physiologic
  • Pregnancy and lactation, prematurity
  • Pathologic
  • Hematologic diseases: chronic hemolytic anemias, sickle cell anemia,
    thalassemia major, myelofibrosis
  • Malignant diseases: carcinoma, lymphoma, leukemia, myeloma
  • Inflammatory diseases: tuberculosis, Crohn’s disease, psoriasis, exfoliative
    dermatitis, malaria
  • Metabolic disease: homocystinuria
  • Excess urinary loss: congestive heart failure, active liver disease
  • Hemodialysis, peritoneal dialysis
  • Antifolate drugsb
  • Anticonvulsant drugs (phenytoin, primidone, barbiturates), sulfasalazine
  • Nitrofurantoin, tetracycline, antituberculosis (less well documented)
  • Mixed causes
  • Liver diseases, alcoholism, intensive care units