TAILS: Thalassemia, Anemia of chronic disease, Iron deficiency, Lead poisoning, Sideroblastic anemia.
| Hemoglobin | Chains | Adults | Newborns |
|---|---|---|---|
| HbA | α₂β₂ | ≈95% | ≈20% |
| HbA1c | α₂β₂ + glucose | <3.5% | — |
| HbA2 | α₂δ₂ | <2.5% | <0.5% |
| HbF | α₂γ₂ | <1% | ≈80% |
Fetal → adult: "Alpha always; gamma goes, becomes beta." Every normal Hb has α chains.
β-chain diseases (β-thalassemia, sickle cell) are silent at birth because the newborn runs on HbF (α₂γ₂), which needs no β chains. Symptoms start around 6 months as HbF falls.
HbF binds 2,3-BPG less → higher O₂ affinity → pulls O₂ across the placenta. ↑ HbF is the goal of hydroxyurea in sickle cell.
A reduction in the total number of red blood cells, or a reduction in the circulating red cell mass. In practice: a low Hb or Hct.
| Normal balance | Value |
|---|---|
| Production vs loss | Under normal conditions, production = loss |
| RBC lifespan | 110–120 days |
| Removed per day | ≈1% of RBCs |
| Retics made per day | ≈50,000 /µL of blood |
| Marrow reserve | Can raise output ≈5-fold in response to EPO |
Red cell mass is the water level. The faucet is the marrow (production); the drain is destruction; a crack in the tub is bleeding. Anemia means the faucet is too slow, the drain too fast, or the tub is leaking. The reticulocyte count tells you whether the faucet is working.
Right after a large acute bleed, Hb can still be normal because whole blood is lost (cells + plasma together). Judge acute blood loss by vital signs, not the first Hb.
Know the definition word for word in spirit: reduced total RBC number or circulating RBC mass, and the three causes: decreased production, increased destruction, blood loss.
| Mechanism | What happens | Examples | Retics |
|---|---|---|---|
| Decreased production | Marrow lacks a building block, a signal, or working stem cells | Iron deficiency (hypoproliferative), B12/folate, CKD (↓ EPO), aplastic anemia, marrow infiltration | ↓ |
| Increased destruction | RBCs die before 120 days (hemolysis) | Sickle cell, thalassemia (partly), G6PD, hereditary spherocytosis, autoimmune | ↑ |
| Blood loss | Cells leave the body | Trauma, GI bleeding, heavy menses | ↑ (after a few days) |
Size (MCV) comes free on every CBC and immediately narrows the list. It is the scheme used most often clinically.
| Group | MCV | Core idea | Main causes |
|---|---|---|---|
| Microcytic | <70 fL | Normal DNA synthesis but too little hemoglobin (iron, heme or globin problem) → small, pale cells | Iron deficiency, thalassemias, sideroblastic, chronic disease |
| Normocytic | 80–100 fL | Cells look normal; problem is number | Acute bleeding, sickle cell, chronic disease, marrow infiltration |
| Macrocytic | >100 fL | DNA synthesis lags (megaloblastic) or many big retics | B12, folate, alcohol, liver, MDS, hemolysis |
This course defines microcytic as MCV <70 fL. Use <70 on the block exam and <80 on boards.
Size points to the cause; the reticulocyte count points to the mechanism. Use both.
The raw retic % is falsely high in anemia, so correct it: RPI = retic % × (patient Hct ÷ normal Hct) ÷ maturation time.
RPI >3 → marrow compensating (hemolysis, bleeding). RPI <2 → inadequate response (production problem).
Microcytic cells have normal DNA synthesis but too little hemoglobin. Precursors keep dividing while waiting for enough Hb, so they end up small and pale. Any defect in iron supply, heme synthesis or globin synthesis does it.
| Cause | Defect | Key features |
|---|---|---|
| Iron deficiency | Not enough iron | Most common anemia; almost always microcytic with a high RDW; malnutrition or chronic blood loss |
| Thalassemias | Not enough globin | Usually microcytic (can be normocytic or macrocytic from hemolysis); normal RDW; target cells |
| Sideroblastic | Heme synthesis; iron trapped in erythroid precursors | Hereditary, MDS, lead, alcohol, drugs; ringed sideroblasts |
| Anemia of chronic disease | Iron trapped in marrow macrophages | Chronic inflammation; may be normocytic |
Work-up: smear (megaloblastic changes?) + reticulocyte count. High retics → hemolysis or bleeding. Normal/low retics → consider marrow evaluation.
Megaloblastic = hypersegmented neutrophils (≥6 lobes) + oval macrocytes. B12 deficiency adds ↑ methylmalonic acid and neuro signs; folate does not. (Full detail in Anemia II.)
Normocytic, normochromic anemia usually needs a bone marrow evaluation; normocytic + high retics → work up like hemolysis.
Iron deficiency (small cells) + B12/folate deficiency (big cells) can average to a normal MCV with a very high RDW (celiac disease, malnutrition, after gastric bypass).
| Index | Definition | How it is used |
|---|---|---|
| Hemoglobin (Hb) | Hb concentration in blood (g/dL) | Defines anemia |
| Hematocrit (Hct) | % of blood volume that is RBCs | Defines anemia; ≈ 3 × Hb |
| MCV | Average volume of a red cell (fL) | Size → micro / normo / macro; guides the differential |
| MCH | Average mass of Hb per red cell (pg) | Low in hypochromic cells; rarely used |
| MCHC | Average concentration of Hb in a volume of packed RBCs | Low in iron deficiency; ↑ in spherocytosis; rarely used |
| RDW | Degree of variation in size (and shape) | Low = uniform cells · high = many sizes (iron deficiency) |
The MCV and RDW are the two indices that matter most. MCH and MCHC are included for completeness. A bone marrow biopsy is NOT an initial test for isolated anemia; MCV, RDW and the smear guide you.
MCV = size. RDW = variety. "V" for volume, "W" for width of the size spread.
| RDW normal | RDW high | |
|---|---|---|
| MCV low | Thalassemia trait (uniform small cells) | Iron deficiency (old normal + new small cells) |
| MCV normal | Chronic disease, acute bleed | Mixed iron + B12/folate deficiency; early deficiency |
| MCV high | Aplastic anemia, liver disease | B12/folate deficiency |
MCV ÷ RBC count (millions/µL). <13 → thalassemia trait (many small cells, RBC count normal or high). >13 → iron deficiency (fewer cells).
| Shape | Points to |
|---|---|
| Pencil (elongated) cells | Iron deficiency |
| Target cells | Hemoglobinopathies (thalassemias, sickle cell) |
| Spherocytes | Autoimmune hemolytic anemia, hereditary spherocytosis |
| Schistocytes (fragments) | Microangiopathy, intravascular hemolysis |
| Sickle cells | Sickle cell anemia |
Target cells: "HALT," said the hunter to his target → HbC, Asplenia, Liver disease, Thalassemia.
All come from less O₂ delivered to tissues plus the body's compensation:
Compensation: ↑ cardiac output (can cause high-output heart failure in severe chronic anemia), ↑ 2,3-BPG (right shift → easier O₂ unloading), ↑ EPO.
Speed matters more than depth. A slow drop (iron deficiency, thal trait) can reach a very low Hb with few symptoms; a fast drop of the same size is poorly tolerated.
Pallor of skin and mucous membranes, best seen in the conjunctiva, palms and palmar creases, and nail beds.
| Finding | Think |
|---|---|
| Jaundice, splenomegaly, dark urine | Hemolysis |
| Pica, koilonychia, blue sclera | Iron deficiency |
| Bony deformities, hepatosplenomegaly in a child | β-thalassemia major |
| Pain crises, leg ulcers | Sickle cell disease |
| Neuropathy, glossitis | B12 deficiency |
A complete history and physical exam are the most valuable tools in diagnosing anemia; clinical suspicion guides which tests to order.
| Protein | Role | Lab meaning |
|---|---|---|
| Ferritin | Stores iron in cells; hepatocytes (liver) and macrophages (spleen, marrow, muscle) | Serum ferritin tracks body iron stores; also rises with inflammation |
| Transferrin | Plasma iron carrier; protects tissues from free iron; delivers to cells with transferrin receptors (marrow, liver, muscle) | Measured as TIBC; normally ≈33% saturated |
| Hemosiderin | Clumps of degraded ferritin; storage iron | Brown-yellow pigment on H&E |
| Free iron | Toxic; makes free radicals | Why it is always bound |
Fe²⁺ enters via DMT1 and leaves the enterocyte via ferroportin. Hepcidin (made by the liver, ↑ by IL-6 in inflammation) degrades ferroportin → iron trapped in enterocytes and macrophages = anemia of chronic disease. Vitamin C helps absorption.
The most common cause of anemia; most common in toddlers, adolescent girls and women of childbearing age. Four mechanisms, often more than one at once:
| Mechanism | Examples |
|---|---|
| Inadequate intake | Infants on a milk-only diet; picky toddlers; elderly with restricted diets or poor dentition; vegetarians |
| Impaired absorption | Tea, wine, bran/high-fiber diets; drugs that raise gastric pH (PPIs); duodenal surgery or resection; celiac disease; some infections |
| Increased requirement | Growing children, pregnancy, menstruating women, blood donors |
| Chronic blood loss | GI tract (peptic ulcer, gastritis, colon carcinoma), heavy menses |
| Patient | Most likely cause |
|---|---|
| Infant / toddler | Diet (milk) + rapid growth |
| Premenopausal woman | Menstrual loss (GI cancer in only ≈1%) |
| Man or postmenopausal woman | Occult GI blood loss → GI cancer found in 8–10% |
| Adult >65 | Colon or other GI carcinoma until proven otherwise |
In every adult with iron deficiency, consider occult GI blood loss and look with endoscopy and/or colonoscopy. Dual pathology (upper + lower GI) is found in 1–10%, especially in older patients.
Right-sided colon cancer → occult bleeding → iron deficiency anemia in an older adult.
General anemia symptoms (fatigue) plus clues from iron's role in many enzymes:
Also: restless legs, glossitis, angular cheilitis, and Plummer-Vinson syndrome (iron deficiency + esophageal webs + dysphagia).
| Iron deficiency | Chronic disease | Thal trait | Hemochromatosis | |
|---|---|---|---|---|
| Serum iron | ↓ | ↓ | Normal | ↑ |
| TIBC | ↑ | ↓ | Normal | ↓ |
| Ferritin | ↓ | ↑ | Normal | ↑ |
| RDW | ↑ | Normal | Normal | — |
Classic item: heavy menses from fibroids, MCV 68, ferritin 5, TIBC 500 → smear shows poikilocytosis (variation in shape) with small pale cells. Distractors: schistocytes (intravascular hemolysis), spherocytes (hereditary spherocytosis), sickle cells, dacrocytes (marrow fibrosis).
Ferritin is an acute-phase reactant. Inflammation can push it into the normal range even with low stores.
Anemia appears only after stores are depleted. Treatment refills in reverse: circulating iron first (Hb normalizes), stores last.
A normal Hb does not mean treatment is finished. Keep giving iron until the storage compartment (ferritin) is refilled.
| α-thalassemia | β-thalassemia | |
|---|---|---|
| Gene | 2 α genes on chromosome 16 (4 total) | 1 β gene on chromosome 11 (2 total) |
| Usual defect | Gene deletions | Point mutations (>100) affecting RNA synthesis, processing or stability |
| Excess chain | β (or γ in the fetus) | α |
Alpha: 4 genes on chromosome 16 (4 × 4 = 16). Beta: 2 genes on chromosome 11. Alpha is usually a deletion; beta is usually a point mutation.
| Genes deleted | Condition | Result |
|---|---|---|
| 1 | Silent carrier | No anemia |
| 2 | α-thalassemia trait | Mild microcytic anemia |
| 3 | HbH disease (β₄) | Moderate to severe anemia |
| 4 | Hydrops fetalis (Hb Barts, γ₄) | Incompatible with life |
α-trait cis deletion (both on one chromosome; Asian ancestry) → offspring at risk of hydrops; trans deletion (African ancestry) → less risk. Two-gene deletion has a normal electrophoresis.
Two abnormal β genes (homozygous). Appears in infancy / early childhood as HbF falls: poor feeding, failure to thrive, pallor.
Classic stem: a young child of Mediterranean (Italian/Sicilian) descent, poor appetite, underweight, hepatosplenomegaly, Hb 6, hypochromic microcytic smear, normal serum iron, retics 10%, marrow with erythroid hyperplasia and ↑ iron. Answer: imbalance of α and β globin chains.
An adolescent with lifelong anemia, delayed puberty, hyperglycemia, ↑ TSH and ferritin ≈700 = β-thalassemia with transfusion iron overload hitting pancreas, pituitary and thyroid. Chelators: deferoxamine, deferasirox.
One abnormal gene (trait). More common; mild, often asymptomatic microcytic anemia; mild erythroid hyperplasia. The point is to not mistake it for iron deficiency: treatment differs and genetic counseling matters.
| Feature | β-thal minor | Iron deficiency |
|---|---|---|
| MCV | ↓ (very low for how mild the anemia is) | ↓ |
| RBC count | Normal or ↑ | ↓ |
| RDW | Normal | ↑ |
| Mentzer | <13 | >13 |
| Iron studies | Normal | ↓ iron, ↓ ferritin, ↑ TIBC |
| Smear | Target cells, basophilic stippling | Pencil cells, anisocytosis |
| Electrophoresis | ↑ HbA2 (>3.5%) | Normal |
| Iron therapy | Not helpful (can harm) | Cures |
| Sickle cell trait (HbAS) | Sickle cell disease (HbSS) | |
|---|---|---|
| HbS | ≈40% of Hb | ≈100% |
| Symptoms | Usually none | Hemolysis, vaso-occlusion, organ damage |
| MCV | Normal | Usually normocytic; Hb 5–9 g/dL |
Trait protects against falciparum malaria (heterozygote advantage). Trait can still cause renal medullary carcinoma and microscopic hematuria/isosthenuria.
Sickling triggers: hypoxia, acidosis, dehydration, high altitude, infection, cold.
A child with sickle cell, abdominal and hip pain: the mechanism is ischemia. Infection and inflammation trigger sickling; adhesion molecules make sickled cells stick and occlude vessels → micro-thrombi → infarction.
| Organ | Complication |
|---|---|
| Spleen | Autosplenectomy: repeated infarcts → small fibrous spleen → infections with encapsulated bacteria (pneumococcus). Sequestration crisis in young children with intact spleens: rapid enlargement, hypovolemia, shock |
| Bone | Avascular necrosis; pain crises |
| Lung | Acute chest syndrome: fever, cough, chest pain, hypoxia; an emergency, often triggered by infection |
| Brain | Stroke |
| Kidney | Renal disease, renal failure |
| Skin | Leg ulcers |
| Other | Liver, penis (priapism); gallstones; impaired growth and development |
Course: ↑ infection risk, pain crises, growth impairment. Survival ≈90% at age 20, ≈50% into the fifth decade.
| Treatment | How it works |
|---|---|
| Hydroxyurea | Shifts production back toward HbF, which does not sickle; fewer pain crises |
| Voxelotor | Inhibits HbS polymerization |
| Crizanlizumab | Blocks P-selectin (cell adhesion) |
| Bone marrow transplant | Replaces the "factory" → cells with HbAA |
| Gene therapy | Corrects or bypasses the defect |
Hydroxyurea ↑ HbF. This is the single most tested treatment fact for sickle cell disease.
1A 27-year-old woman has increasing fatigue and a new craving to chew ice chips. What is the most appropriate next step?
2An 11-year-old boy has fever, severe leg pain and fatigue a few weeks after a chest cold. He has had similar pain before, which he blamed on soccer. Most likely diagnosis?
3A 10-month-old boy feeds poorly, is at the 10th percentile and has hepatosplenomegaly. Hb 6 g/dL, normal serum iron, retics 10%; marrow shows erythroid hyperplasia and increased iron. Most likely cause?
4A 10-year-old girl with sickle cell anemia and several past pneumonias has severe left upper quadrant and left hip pain. Hb 7 g/dL. The pain is most likely caused by:
5A 42-year-old woman with fibroids and heavy periods has Hb 9.5, MCV 68, ferritin 5, transferrin saturation 10%, TIBC 500. Most likely peripheral smear finding?
6A 12-year-old with lifelong pain crises has Hb 11.2 and electrophoresis showing 93% HbS, 6% HbF, 1% HbA2. Hydroxyurea helps him. Its benefit comes mainly from an increase in:
7A 17-year-old girl with lifelong fatigue has not entered puberty; she has hepatosplenomegaly, Hb 9.1, MCV 66, target cells, glucose 144, TSH 6.2 and ferritin 679. A mutation in which gene is most likely?
8Two patients have MCV 66. Which pair of findings best supports thalassemia trait over iron deficiency?
9A 70-year-old man has new iron deficiency anemia and no symptoms other than fatigue. Which is the most important next step?
10Why is a child with β-thalassemia major well at birth?
11A 7-year-old with sickle cell disease is admitted with pneumococcal sepsis. Which change most explains his risk?
12Which iron study pattern fits iron deficiency?
| Item | In-house | Step 1 / board review |
|---|---|---|
| Microcytic cutoff | MCV <70 fL | MCV <80 fL |
| HbA in adults | ≈95% (also 95–97%) | ≈97% |
| HbA2 in adults | <2.5% (also <3.5%) | 2–3.5%; >3.5% = β-thal trait |
| RBC lifespan | 110–120 days | ≈120 days; 60–90 days in neonates |
| Target cells | Thalassemias, sickle cell | HALT: HbC, Asplenia, Liver disease, Thalassemia |
| Most common macrocytic cause | B12 deficiency | Megaloblastic (B12, folate), alcohol |
| Reticulocyte normal | ≈1% | 0.5–1.5%; use RPI |