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Anemia and Polycythemia

Chapter 66 | Part 12: Endocrinology

KEY CLINICAL POINTS

  • Anemia is defined as reduced hemoglobin/hematocrit below population norms, classified by MCV (microcytic, normocytic, macrocytic).
  • Erythropoietin (EPO) regulates red cell production, with hypoxia driving its secretion and feedback inhibition maintaining homeostasis.
  • Polycythemia is increased hemoglobin/hematocrit, with primary (clonal) or secondary (EPO-driven) causes, requiring distinction between spurious, relative, and absolute increases.
  • Diagnostic workup includes CBC, reticulocyte count, MCV, RDW, EPO levels, and bone marrow examination for marrow infiltration or dysfunction.
  • Treatment depends on etiology: iron supplementation, EPO therapy, phlebotomy, or addressing underlying conditions like renal disease or tumors.

1. DEFINITION & OVERVIEW

Anemia is reduced hemoglobin/hematocrit below population norms. Polycythemia is increased hemoglobin/hematocrit. Anemia is classified by red cell size (MCV) and mechanism (e.g., hemolysis, marrow failure).

Table 66-1: Red Cell Indices

INDEX FORMULA NORMAL VALUES COMMENT
Mean corpuscular volume (MCV) Hct/RBC count × 10 85–95 fL RBC size
Mean corpuscular hemoglobin (MCH) Hgb/RBC count × 10 28.5–32.3 pg Varies linearly with MCV
Mean corpuscular hemoglobin concentration (MCHC) Hgb/Hct × 100 33.8–34.2 g/dL Changes little in most anemias

Table 66-2: Hemoglobin/Hematocrit by Age

AGE/SEX HEMOGLOBIN (g/dL) HEMATOCRIT (%)
At birth 17 52
Childhood 12 36
Adolescence 13 40
Adult male 16 (±2) 47 (±6)
Adult female (menstruating) 13 (±2) 40 (±6)
Postmenopausal female 14 (±2) 42 (±6)
AGE/SEX HEMOGLOBIN (g/dL) HEMATOCRIT (%)
During pregnancy 12 (±2) 37 (±6)

1.1 Red Cell Indices

MCV (mean corpuscular volume) classifies anemia: microcytic (MCV <80 fL), normocytic (80–100 fL), macrocytic (>100 fL). MCH (mean corpuscular hemoglobin) and MCHC (mean corpuscular hemoglobin concentration) correlate with MCV.

1.2 EPO Regulation

EPO is produced by kidney peritubular cells in response to hypoxia. HIF-1 α stabilizes under hypoxia, upregulating EPO. EPO acts on marrow erythroid precursors to stimulate red cell production.

2. EPIDEMIOLOGY

Anemia affects 2 billion people globally, with iron deficiency (3.5 billion) and chronic disease (1.5 billion) as leading causes. Polycythemia is less common, with primary (clonal) and secondary (EPO-driven) causes.

2.1 Risk Factors

Iron deficiency, chronic inflammation, renal disease, malignancy, and genetic disorders (e.g., thalassemia) increase anemia risk. Polycythemia is linked to hypoxia, tumors, or genetic mutations (e.g., JAK2).

3. ETIOLOGY & PATHOPHYSIOLOGY

Anemia arises from impaired production (iron deficiency, marrow failure), increased destruction (hemolysis), or blood loss. Polycythemia results from EPO overproduction (primary) or hypoxia (secondary).

3.1 Microcytic Anemia

Caused by hemoglobin synthesis defects (thalassemia), iron deficiency, or sideroblastic anemia. Iron deficiency reduces heme synthesis, leading to small, hypochromic cells.

3.2 Macrocytic Anemia

Due to DNA synthesis defects (B12/folate deficiency, myelodysplasia) or membrane defects (alcohol, liver disease). Oval macrocytes reflect DNA issues; round macrocytes suggest membrane abnormalities.

3.3 Normocytic Anemia

Caused by chronic disease, renal failure, or marrow infiltration (e.g., myeloma). EPO levels are low due to inflammation or renal dysfunction.

4. CLINICAL FEATURES

Symptoms include fatigue, dyspnea, pallor, and splenomegaly. Polycythemia presents with erythema, hypertension, and thrombotic events. Physical findings may include splenomegaly or cyanosis.

4.1 Hemolysis Signs

Schistocytes, spherocytes, or target cells on blood smear. Jaundice, dark urine, and elevated LDH indicate intravascular hemolysis.

5. DIFFERENTIAL DIAGNOSIS

Anemia: iron deficiency, hemolytic anemia, thalassemia, chronic disease. Polycythemia: secondary (hypoxia, tumors) vs. primary (polycythemia vera, JAK2 mutations).

5.1 Anemia Differentials

Microcytic: iron deficiency, thalassemia. Macrocytic: B12/folate deficiency, myelodysplasia. Normocytic: chronic disease, renal failure.

6. INVESTIGATIONS & DIAGNOSIS

CBC, reticulocyte count, MCV, RDW, EPO levels, and bone marrow biopsy. Polycythemia requires EPO testing, imaging for tumors, and assessment of O2 saturation.

Table 66-3: Red Cell Morphology

PATHOPHYSIOLOGY DISEASE STATES
Macro-ovalocytes B12/folate deficiency, myelodysplasia
Spherocytes Hereditary spherocytosis, autoimmune hemolysis
Target cells Liver disease, thalassemia
Schistocytes Microangiopathic hemolysis, mechanical heart valves
Sickle cells Sickle cell disease

6.1 Diagnostic Algorithm

  1. Assess MCV and RDW. 2. Measure EPO and iron studies. 3. Bone marrow exam for infiltration or dysplasia. 4. Imaging for tumors in secondary polycythemia.

7. MANAGEMENT & TREATMENT

Iron supplementation for deficiency, EPO therapy for renal failure, phlebotomy for polycythemia, and addressing underlying causes (e.g., tumors, infections).

7.1 Treatment Algorithms

  1. Iron deficiency: oral iron, transfusions if severe. 2. Hemolytic anemia: corticosteroids, immunosuppressants. 3. Polycythemia vera: phlebotomy, hydroxyurea, or interferon.

8. PROGNOSIS & COMPLICATIONS

Anemia may lead to organ damage, infections, or mortality. Polycythemia risks thrombosis, hypertension, and cardiovascular events. Early diagnosis improves outcomes.

8.1 Complications

Anemia: heart failure, infections. Polycythemia: stroke, myocardial infarction, pulmonary hypertension.

9. SPECIAL CONSIDERATIONS

Pregnancy: iron deficiency common; elderly: anemia of chronic disease; renal disease: anemia of inflammation; cancer: marrow infiltration.

9.1 Pregnancy

Iron deficiency is prevalent; monitor hemoglobin and consider supplementation. Anemia of pregnancy may mimic chronic disease.

10. KEY POINTS & CLINICAL PEARLS

  1. MCV classification guides anemia diagnosis. 2. EPO levels distinguish hypoxia-driven polycythemia from clonal disorders. 3. Reticulocyte count assesses marrow response. 4. Bone marrow biopsy confirms marrow infiltration or dysplasia.