Anaemia and haemolysis
Anaemia, thalassaemia, sickle cell and haemolysis for FCPS: red cell disorders
Red cell disorders for FCPS: anaemia by MCV, iron studies, B12 and folate, haemolysis, thalassaemia, sickle cell disease and polycythaemia. Each test is explained by the mechanism, with transfusion and perioperative rules.
One of the most tested topics in past papers
Approach to anaemia
- Anaemia is Hb below about 130 g/L in men and 120 g/L in women. It causes anaemic hypoxia: PaO₂ and saturation are normal, but oxygen content is low because there is too little haemoglobin to carry it.
- Classify by MCV, then ask whether the marrow is responding (reticulocyte count).
| Type | Causes | Key tests |
|---|---|---|
| Microcytic (MCV below 80 fL) | Iron deficiency (commonest), thalassaemia trait, anaemia of chronic disease, sideroblastic, lead | Ferritin, iron studies, HbA₂, film |
| Normocytic | Acute bleeding, chronic disease, CKD, marrow failure, haemolysis, mixed deficiency | Reticulocytes, renal function, film |
| Macrocytic (MCV above 100 fL) | Megaloblastic (B12, folate), alcohol, liver disease, hypothyroidism, reticulocytosis, myelodysplasia, drugs | B12, folate, LFT, TFT, film |
- Transfusion: in a stable surgical patient without heart disease, transfuse below 70 g/L (about 80 g/L with cardiac disease or symptoms). One adult unit raises Hb by about 10 g/L.
Iron deficiency
- Causes: chronic blood loss (menorrhagia; in men and postmenopausal women the gut until proven otherwise, so do upper and lower GI endoscopy for gastric and right-sided colon cancer), hookworm, poor intake, pregnancy, coeliac disease, partial gastrectomy (less acid, duodenal bypass), hereditary haemorrhagic telangiectasia (nosebleeds, blanching spots on lips and tongue, normal clotting).
- Features: koilonychia, angular stomatitis, glossitis, pica, Plummer–Vinson web.
- Labs: low ferritin (the single best test), low serum iron, high TIBC, low transferrin saturation; film microcytic hypochromic with pencil cells; platelets often raised.
- Iron deficiency versus thalassaemia trait: ferritin low in iron deficiency but normal in trait; trait has a raised HbA₂ (over 3.5%), a high red cell count and very low MCV for the Hb.
- Iron deficiency in inflammation: ferritin is an acute-phase protein, so with a high CRP a ferritin below about 100 µg/L may still hide iron deficiency. The soluble transferrin receptor rises in true iron deficiency but stays normal in anaemia of chronic disease.
- Treatment: oral iron (Hb should rise about 10 g/L per week; continue 3 months after normal). No response at 3 months: most often continued bleeding or poor adherence; also tea or calcium with the dose, malabsorption, wrong diagnosis.
- Before surgery: detect and treat anaemia weeks ahead. With under about 6 weeks before major surgery, IV iron works faster than oral (check phosphate after some preparations).
Anaemia of chronic disease and CKD
- Inflammation (IL-6) raises hepcidin, which blocks ferroportin and traps iron in macrophages: normal or high ferritin, low TIBC, normocytic or mildly microcytic.
- CKD anaemia is normocytic normochromic, mainly from reduced erythropoietin made by peritubular fibroblasts. Before starting an ESA, replete iron (usually IV); aim for Hb about 100–120 g/L, since normal targets increase strokes and cardiovascular events.
Sideroblastic anaemia
- Faulty haem synthesis leaves iron trapped in mitochondria around the nucleus: ring sideroblasts on Perls (Prussian blue) stain; microcytic with high ferritin and transferrin saturation.
- Causes: isoniazid (it depletes pyridoxine, the cofactor for ALA synthase), alcohol, lead, myelodysplasia, inherited. Give pyridoxine; do not give iron.
Megaloblastic anaemia
- B12 and folate are needed for DNA synthesis; nuclei mature slowly while cytoplasm grows: large precursors, hypersegmented neutrophils, oval macrocytes, often pancytopenia.
- Ineffective erythropoiesis: many megaloblasts die inside the marrow, releasing LDH and bilirubin. So a severe B12 deficiency can show high LDH, raised unconjugated bilirubin and low haptoglobin with a low reticulocyte count and a negative DAT.
- Pernicious anaemia: autoimmune gastritis of the body and fundus (antrum spared) destroys parietal cells, so acid and intrinsic factor are lost; achlorhydria drives a very high gastrin (not a gastrinoma). Anti-intrinsic factor antibody is the most specific test; anti-parietal cell antibody is more sensitive but less specific.
- Other B12 causes: total gastrectomy, terminal ileal resection or Crohn disease (including small bowel resection in a child after intussusception), fish tapeworm (raw freshwater fish), vegan diet. Liver stores last 3–5 years, so anaemia after gastrectomy appears years later; replacement must start at surgery and be lifelong IM.
- Folate (the commonest cause of megaloblastic anaemia overall): poor diet, pregnancy, haemolysis, methotrexate, phenytoin, trimethoprim.
- Homocysteine is raised in both deficiencies; methylmalonic acid only in B12 deficiency.
- Never give folate alone in B12 deficiency: the blood count improves, but subacute combined degeneration (numb feet, ataxia, dorsal columns) progresses.
- Alcohol causes round macrocytes without hypersegmented neutrophils, from a direct toxic effect on the marrow and membranes.
Haemolysis: the signs
- Raised reticulocytes, LDH, unconjugated bilirubin and urinary urobilinogen; low haptoglobin (free haemoglobin binds haptoglobin, and the complex is cleared). Pigment gallstones and splenomegaly with chronic haemolysis; marrow shows erythroid hyperplasia, and the film shows polychromatic (large bluish-grey) cells. Give folate, or the overworked marrow becomes megaloblastic.
- Intravascular haemolysis adds haemoglobinuria and haemosiderinuria; chronic urinary iron loss causes iron deficiency (PNH, mechanical valves).
- Parvovirus B19 stops erythropoiesis for a week or two, causing an aplastic crisis in any chronic haemolytic anaemia.
- A haemolysed blood sample (narrow needle, left overnight, pink serum) gives falsely high potassium; repeat it urgently.
| Group | Examples and key points |
|---|---|
| Membrane | Hereditary spherocytosis (autosomal dominant; spectrin/ankyrin): spherocytes, raised MCHC, EMA binding test or osmotic fragility, splenomegaly, gallstones |
| Enzyme | G6PD deficiency (X-linked): oxidant drugs, fava beans, infection; commonest presentation is neonatal jaundice; Heinz bodies (denatured Hb) are bitten out by splenic macrophages, leaving bite cells; enzyme levels may be falsely normal during an acute attack because young cells have more enzyme |
| Haemoglobin | Sickle cell disease, thalassaemia |
| Warm autoimmune | IgG at 37 °C; idiopathic, SLE, CLL; spherocytes; DAT IgG; first line oral prednisolone |
| Cold agglutinin | IgM binds in the cold and fixes complement: DAT C3d only; blue fingertips in winter; blood clumps at room temperature, so keep samples at 37 °C; after Mycoplasma (dry cough, patchy X-ray) or EBV, or with lymphoma; danger with hypothermic bypass |
| Drug-induced | High-dose penicillin acts as a hapten adsorbed on red cells: IgG DAT, antibody reacts only when the drug is present; methyldopa causes true autoantibodies |
| Microangiopathic | DIC, HUS, TTP, malignant hypertension, HELLP, mechanical valves: schistocytes |
| PNH | Loss of CD55/CD59 makes cells complement-sensitive: haemolysis, thrombosis in unusual veins (leading cause of death), pancytopenia. Eculizumab blocks C5, so give meningococcal vaccination before the first dose |
- Splenectomy for hereditary spherocytosis (usually after age 6): vaccinate against pneumococcus, Hib and meningococcus at least 2 weeks before; remove the gallbladder at the same operation if it has stones.
Thalassaemia
- Beta-thalassaemia is a reduced or absent synthesis of beta-globin chains (mostly point mutations); carrier rate about 5–7% in Pakistan.
- Why major is so severe: unpaired excess alpha chains precipitate inside erythroblasts and kill them in the marrow (ineffective erythropoiesis), so the marrow is packed but output is poor; surviving cells are haemolysed in the spleen. Symptoms start at 3–6 months as HbF falls.
- Expanded marrow causes frontal bossing, maxillary overgrowth and a hair-on-end skull X-ray; hepatosplenomegaly, growth failure.
- Treatment: regular transfusion (keep pre-transfusion Hb above about 95 g/L) plus iron chelation (desferrioxamine, deferasirox, deferiprone). Iron overload causes cardiomyopathy (commonest cause of death), endocrine failure and cirrhosis. Splenectomy for hypersplenism; stem cell transplant is curative. Carrier screening, counselling and prenatal diagnosis prevent new cases.
- Trait: microcytosis, normal ferritin, HbA₂ over 3.5%; no treatment and no iron.
- Alpha-thalassaemia: HbH disease (three genes lost), Hb Barts hydrops (four genes).
Sickle cell disease
- Glutamate replaced by valine at position 6 of beta-globin (autosomal recessive). Deoxygenated HbS polymerises into rigid fibres, distorting cells into sickles, causing haemolysis and vaso-occlusion.
- Polymerisation is promoted by hypoxia, acidosis (shifts the curve right, more deoxy-HbS), dehydration (raises Hb concentration) and cold (vasoconstriction and stasis). That is why these four are avoided in surgery; tourniquets are relatively contraindicated because they create local stasis and hypoxia. Top-up transfusion to about 100 g/L before medium- or high-risk surgery.
- HbF does not join the polymer, so babies are protected for the first months; hydroxycarbamide (hydroxyurea) raises HbF and cuts painful crises and acute chest syndrome.
- Painful crisis: rapid strong analgesia (often IV opioid), fluids and warmth; believe the pain; oxygen only if hypoxic.
- Other crises: acute chest syndrome (commonest cause of adult death; exchange transfusion), splenic sequestration in children, aplastic crisis (parvovirus), stroke, priapism.
- Functional asplenia from repeated splenic infarction: Howell–Jolly bodies on the film, pneumococcal sepsis, *Salmonella* osteomyelitis; give penicillin prophylaxis and vaccines. Also avascular necrosis of the femoral head, dactylitis, gallstones, papillary necrosis.
Polycythaemia
| Type | Cause | EPO | Clue |
|---|---|---|---|
| Polycythaemia vera | JAK2 V617F | Low | Itch after hot bath, splenomegaly, raised white cells and platelets |
| Secondary, hypoxic | High altitude (soldiers back from Siachen), COPD, cyanotic heart disease | High | Settles after return to sea level |
| Secondary, inappropriate | EPO-secreting tumour (renal cell carcinoma, hepatoma, haemangioblastoma) | High | Normal saturation, no splenomegaly |
| Relative | Dehydration, diuretics | Normal | Normal red cell mass |
- Polycythaemia vera causes both thrombosis and bleeding at surgery: venesect to haematocrit below 0.45 before elective operations.
- Aplastic anaemia: pancytopenia with a hypocellular marrow on trephine; drugs (chloramphenicol, carbamazepine), benzene, viral hepatitis, PNH; ATG with ciclosporin or stem cell transplant.
Remember Size, then reticulocytes: microcytic means haem or globin trouble, macrocytic means DNA trouble, high reticulocytes mean loss or destruction.
Exam trap Microcytosis with high ferritin is not iron deficiency: think anaemia of chronic disease, sideroblastic anaemia or thalassaemia trait.
Exam trap In beta-thalassaemia the toxic chain is alpha; in sickle cell, hypoxia, acidosis, dehydration and cold promote polymerisation.
How FCPS asks about this
- Thalassaemia trait versus iron deficiency: ferritin and HbA₂; beta-thalassaemia is reduced beta-chain synthesis with toxic excess alpha chains.
- Pernicious anaemia: parietal cells attacked; anti-intrinsic factor most specific; folate alone worsens neuropathy; B12 stores last years after gastrectomy.
- CKD anaemia: low erythropoietin, normocytic; replete iron before EPO.
- Haemolysis: free Hb binds haptoglobin; bite cells from removal of Heinz bodies; cold agglutinins are IgM with C3d.
- Sickle cell: functional asplenia with Howell–Jolly bodies; hydroxyurea raises HbF; strong analgesia for crises.
- Before surgery: transfuse below 70 g/L; IV iron if surgery is weeks away; vaccinate 2 weeks before splenectomy; venesect PV to haematocrit below 0.45.
- Polycythaemia after altitude or with a renal mass: secondary, high EPO.
Test yourself on this topic
5 of the 144 questions in our bank on this topic. Choose an answer to see why every option is right or wrong.
A 58-year-old man with polycythaemia vera and a haematocrit of 0.56 is listed for elective inguinal hernia repair. What should be done before surgery?
Answer: Venesect to haematocrit below 0.45
Uncontrolled polycythaemia vera carries a high risk of both thrombosis and bleeding at surgery, because the hyperviscous blood and abnormal platelets impair flow and haemostasis. Elective surgery should be deferred until the haematocrit is below 0.45, usually by venesection, with cytoreduction such as hydroxycarbamide if needed. Thromboprophylaxis is then given as usual.
PV before surgery
- High risk of thrombosis and bleeding
- Target haematocrit below 0.45
- Venesection first
- Defer elective surgery
Remember Thick blood clots and bleeds: venesect first.
Exam trap Polycythaemia vera causes bleeding as well as clotting at surgery.
Why the other options are wrong
- Transfuse platelets beforehand Platelets are not low and transfusion raises viscosity.
- Give tranexamic acid at induction An antifibrinolytic increases thrombosis risk here.
- Start warfarin for six weeks Warfarin does not correct hyperviscosity.
- Proceed; haematocrit is not relevant Raised haematocrit increases perioperative thrombosis and bleeding.
Which α-thalassaemia genotype causes hydrops fetalis with Hb Barts?
Answer: Deletion of all four α-globin genes
Humans have four α-globin genes. Loss of one gene is silent; two genes gives α-thalassaemia trait (mild microcytosis); three genes gives HbH disease (β₄ tetramers; moderate haemolytic anaemia). Loss of all four genes means no α chains: the fetus makes Hb Barts (γ₄), which cannot release oxygen, causing hydrops fetalis and usually death in utero. It is common in South-East Asia.
α-thalassaemia
- 1 gene: silent
- 2 genes: trait
- 3 genes: HbH (β₄)
- 4 genes: Hb Barts (γ₄), hydrops
Remember Count the missing α genes.
Exam trap HbH inclusions show as golf-ball cells with brilliant cresyl blue.
Why the other options are wrong
- Deletion of one α-globin gene Silent carrier.
- Deletion of two α-globin genes α-thalassaemia trait.
- Deletion of three α-globin genes HbH disease.
- Point mutation in β-globin That is β-thalassaemia.
A woman with rheumatoid arthritis has a mild normocytic anaemia, low serum iron, low TIBC and a normal-to-high ferritin. What is the diagnosis?
Answer: Anaemia of chronic disease
Inflammation (IL-6) increases hepatic hepcidin, which degrades ferroportin, trapping iron in macrophages and enterocytes. Serum iron falls, but stores are full: ferritin (also an acute-phase protein) is normal or high, and transferrin/TIBC is low. The anaemia is usually normocytic (can be microcytic). In iron deficiency, ferritin is low, TIBC is high and transferrin saturation is low. Thalassaemia trait: microcytosis with normal iron studies and raised HbA2 (β).
Iron studies
- Iron deficiency: ferritin ↓, TIBC ↑
- Chronic disease: ferritin N/↑, TIBC ↓ (hepcidin)
- Thal trait: iron studies normal, MCV very low
Remember Iron locked away, not missing: chronic disease.
Why the other options are wrong
- Iron deficiency anaemia Ferritin low, TIBC high.
- Thalassaemia trait Iron studies normal, very low MCV.
- Sideroblastic anaemia Ring sideroblasts; iron high.
- Vitamin B12 deficiency Macrocytic.
A 14-year-old with beta-thalassaemia major has recurrent biliary colic. Ultrasound shows many small gallstones. Which of the following stone types is most likely?
Answer: Black pigment stones
Chronic haemolysis (thalassaemia, sickle cell disease, hereditary spherocytosis) increases unconjugated bilirubin in bile, which precipitates as calcium bilirubinate, forming small, hard black pigment stones in the gallbladder. Brown pigment stones form in the bile ducts with infection and stasis (common in East Asia with liver flukes). Cholesterol and mixed stones are linked to obesity, female sex and pregnancy.
Gallstone types
- Haemolysis: black pigment
- Duct infection: brown pigment
- Obesity, women: cholesterol/mixed
- Black: calcium bilirubinate
Remember Broken red cells make black stones.
Exam trap Young people with gallstones should be screened for haemolysis.
Why the other options are wrong
- Pure cholesterol stones Linked to obesity, female sex, pregnancy.
- Brown pigment stones Form in infected ducts.
- Calcium oxalate stones Kidney stones, not gallstones.
- Mixed cholesterol stones Commonest overall but not the haemolysis type.
An elderly woman with megaloblastic anaemia is started on folic acid alone before her B12 result returns. Two weeks later her haemoglobin has risen, but she has new numbness of both feet and an unsteady gait. What has happened?
Answer: B12 nerve damage progressed untreated
Folic acid can bypass the B12-dependent step in DNA synthesis enough to correct the blood picture, but it does nothing for the separate B12-dependent methylmalonyl-CoA pathway needed for myelin. The neurological damage of B12 deficiency (subacute combined degeneration of the dorsal columns and corticospinal tracts) therefore continues and may be unmasked or worsened. B12 must be checked and replaced before, or together with, folic acid.
Folate alone: danger
- Folate fixes the blood picture
- Does not fix myelin pathway
- SACD can progress
- Give B12 first or together
Remember Never give folate alone until B12 is known.
Exam trap A normal haemoglobin response does not mean the neurological risk has passed.
Why the other options are wrong
- Folic acid is toxic to peripheral nerves Folic acid is not neurotoxic in usual doses.
- Hypokalaemia from new red cell production Hypokalaemia can cause weakness but not sensory loss and ataxia.
- Thiamine deficiency from rapid growth Thiamine deficiency is not caused by folate treatment.
- A stroke from the rising haematocrit Her haematocrit is still low; this is not a stroke picture.
Where this sits in the CPSP syllabus
- Surgery & Allied, Paper 2: Haematology, Red cell disorders: anaemias, haemoglobinopathies, haemolysis
- Medicine & Allied, Paper 2: Haematopoietic and lymphoid disorders, Anaemias and haemoglobinopathies
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