Megaloblastic anemias are the macrocytic anemias in which the marrow shows distinctive abnormal red cell precursors. The megaloblast is the hallmark: a product of impaired DNA synthesis, almost always from B12 (cobalamin) or folate deficiency.
DNA is the printer, cytoplasm is the paper tray. B12/folate lack slows the printer, but the tray keeps filling with hemoglobin. The cell waits to divide, grows large, and the nucleus looks "younger" than the cytoplasm: nuclear–cytoplasmic asynchrony.
Not every macrocytosis is megaloblastic. Alcohol, liver disease, hypothyroidism and reticulocytosis give round macrocytes without hypersegmented neutrophils.
B12 is also needed for folate to enter and stay inside cells, which is why B12 deficiency causes a folate-type DNA block.
Homocysteine ↑ in both; MMA ↑ only in B12. That one difference separates the two deficiencies on labs.
| Vitamin B12 (cobalamin) | Folate | |
|---|---|---|
| Source | Meat, fish, dairy (animal only) | Green leafy vegetables, fruits |
| Heat | Heat stable | Heat labile: overcooking destroys it |
| Absorbed | Terminal ileum, bound to intrinsic factor (from parietal cells) | Jejunum |
| Stored | Liver | Liver |
| Stores last | Years (2–5 years on a B12-free diet) | 3–5 months |
| Excreted | Urine, bile | Urine, feces, sweat, saliva |
Folate = Foliage (leaves) and it Fades Fast (heat labile, 3–5 months). B12 = Beef, and it lasts years.
| Mechanism | Examples |
|---|---|
| Inadequate intake | Strict vegans (no milk, cheese, eggs) over years |
| Increased requirement | Pregnancy, hyperthyroidism |
| Defective absorption (most common) | Intrinsic factor deficiency (pernicious anemia), gastrectomy, diffuse intestinal disease, ileal resection (Crohn), fish tapeworm (Diphyllobothrium latum, competitive uptake) |
| Defective transport / metabolism | Rare inherited defects |
Classic stem: terminal ileum resected for Crohn disease → fatigue, MCV 118, retics 0.3% → smear shows oval macrocytes. Distractors: target cells (hemoglobinopathies), sickle cells, basophilic stippling (lead), bite cells (G6PD).
Other B12 causes: metformin, long-term PPIs/H2 blockers, nitrous oxide, bacterial overgrowth (blind loop), pancreatic insufficiency (can't free B12 from R-binder).
| Mechanism | Examples |
|---|---|
| Decreased intake | Chronic alcohol use, poor diet, overcooked food |
| Impaired absorption | Jejunal disease |
| Increased requirement | Pregnancy, lactation, infancy, disseminated cancer, chronic hemolytic anemia |
| Impaired use | Folic acid antagonists |
| Increased loss | Dialysis, skin disorders |
Folate antagonists: methotrexate, trimethoprim, phenytoin (also pyrimethamine). Folate deficiency in pregnancy → neural tube defects.
Type A (autoimmune) gastritis affects the body/fundus; associated with other autoimmune diseases (Hashimoto, type 1 diabetes, vitiligo). ↑ gastrin from achlorhydria → gastric carcinoid risk.
| System | Findings |
|---|---|
| Blood | Megaloblastic anemia (corrected by B12); leukopenia with hypersegmented neutrophils; mild jaundice → lemon-yellow skin (mild hemolysis + pallor) |
| GI | Atrophic glossitis (smooth red tongue); chronic atrophic gastritis + intestinal metaplasia → ↑ gastric carcinoma risk |
| CNS | Subacute combined degeneration: myelin loss in dorsal and lateral spinal tracts → spastic paraparesis, sensory ataxia, severe paresthesias |
| Vascular | ↑ homocysteine → ↑ atherosclerosis |
Neuro signs = B12, not folate. Folate deficiency can cause irritability, depression or forgetfulness, but not subacute combined degeneration.
Dorsal columns → ↓ vibration and proprioception (+ Romberg). Lateral corticospinal tracts → spasticity, hyperreflexia, Babinski. Neuro damage can occur without anemia.
| Marrow finding | Why |
|---|---|
| Hypercellular | EPO drives production |
| ↑ Apoptosis | Defective precursors die in marrow (ineffective erythropoiesis → mild hemolysis, ↑ LDH, ↑ bilirubin) |
| Megaloblastic change in all lines | Nuclear–cytoplasmic asynchrony; giant metamyelocytes and bands |
| Lab | B12 deficiency | Folate deficiency |
|---|---|---|
| Homocysteine | ↑ | ↑ |
| Methylmalonic acid | ↑ | Normal |
| Neuro signs | Yes | No |
Folate alone fixes some of the anemia of B12 deficiency but lets the nerve damage progress. Until the cause is known, give parenteral B12 and oral folate together.
After starting B12, watch for hypokalemia (rapid new cell production). Reticulocytes rise within about a week.
Hereditary = the car is defective (membrane, engine enzyme, fuel/Hb). Acquired = a good car hit by something (antibody, fibrin strand, valve).
| Extravascular | Intravascular | |
|---|---|---|
| Where | Monocyte/macrophage system: spleen (mild damage), liver and marrow (severe damage) | Inside the vessel |
| Why | RBC looks "foreign" or is less deformable: infection, drugs, immune; membrane, metabolic or Hb defects | Mechanical (valves, fibrin), thermal (burns), infections/toxins (malaria), complement fixation (transfusion reaction) |
| How common | Most hemolysis | Less common |
| Clinical | Anemia, mild jaundice, splenomegaly | Anemia, moderate–severe jaundice, hemoglobinemia, hemoglobinuria, back pain |
| Haptoglobin | ↓ (mild) | ↓↓ (bound up by free Hb) |
| Smear | Spherocytes | Schistocytes |
Quick bedside test for a suspected acute transfusion reaction: draw a tube and look at the plasma. Red plasma = intravascular hemolysis.
Intravascular also gives hemosiderinuria (days later). Extravascular gives ↑ urobilinogen in urine. Both raise LDH and indirect bilirubin.
| Component | Fate | Lab / clinical result |
|---|---|---|
| Heme | → biliverdin → unconjugated bilirubin → conjugated in liver → feces (some urine) | ↑ total and indirect bilirubin → jaundice, pigment gallstones |
| Globin | → amino acids, recycled | — |
| Iron | Recycled, stored as ferritin / hemosiderin | Iron overload with chronic transfusion |
| Free Hb (intravascular) | Binds haptoglobin; complex cleared | ↓ haptoglobin; once saturated → free Hb in blood and urine |
"Up, up, up, down": ↑ retics, ↑ bilirubin (indirect), ↑ LDH, ↓ haptoglobin.
| Result | Next tests |
|---|---|
| DAT positive | Immune: IgG vs C3 (warm vs cold), drug and transfusion history, check for lupus, lymphoma |
| DAT negative + schistocytes | MAHA: platelets, coags, ADAMTS13, kidney function |
| DAT negative + spherocytes | Hereditary spherocytosis: family history, EMA binding / osmotic fragility |
| DAT negative + bite cells, Heinz bodies | G6PD activity (after the episode) |
| Sickle or target cells | Hb electrophoresis |
Three steps, in order: determine anemia → determine hemolysis → determine the underlying cause.
| Direct antiglobulin test (DAT, direct Coombs) | Indirect antiglobulin test (indirect Coombs) | |
|---|---|---|
| Question | Are the patient's RBCs already coated with antibody or complement? | Does the patient's plasma contain anti-RBC antibodies? |
| Method | Wash patient RBCs → add anti-human globulin (anti-IgG, anti-C3d) → agglutination = positive. Then monospecific tests for IgG vs C3 | Patient plasma + a panel of RBCs with known antigens → add anti-human globulin → agglutination = positive |
| Meaning | Positive = immune hemolysis | Positive = alloantibodies; key before transfusion and in pregnancy |
Direct = on the cell. Indirect = in the serum.
Prevention is the best therapy: careful identification. Any suspicion of a reaction → stop the transfusion first.
Kernicterus = unconjugated bilirubin in basal ganglia. ABO HDN (mother type O with IgG anti-A/B) is usually mild and can occur in the first pregnancy; Rh HDN needs prior sensitization and is severe.
| Warm AIHA | Cold agglutinin disease | |
|---|---|---|
| Antibody | IgG | IgM (fixes complement) |
| Optimal temperature | 37 °C | 4 °C (some react at warmer temps) |
| Mechanism | IgG-coated RBCs eaten by splenic macrophages → extravascular | IgM binds in cool extremities → C3b left on cells → cleared in liver (extravascular); heavy complement → MAC → some intravascular |
| DAT | IgG ± C3 | C3 only |
| Who | Adults and children | All ages |
| Associations | Adults: autoimmune disease (SLE), malignancy (CLL), drugs. Children: viral or idiopathic | Mycoplasma, EBV/mono, CMV, other viruses; lymphomas |
| Smear | Spherocytes, polychromasia, hyperchromia (loss of central pallor) | Normal shapes; RBC agglutination (clumps) |
| Treatment | Steroids, IVIG; splenectomy can help | Avoid cold; treat cause |
IgG = "Great warm" (body temperature). IgM = "Mountain cold". Cold antibodies make fingers and ears blue (acrocyanosis).
Case: 30-year-old woman, fatigue for months, mild splenomegaly, retics and a rare nucleated RBC; direct and indirect Coombs positive at 37 °C but not at 4 °C → warm AIHA; look for SLE. Any AIHA patient: assess severity first, then take a transfusion, pregnancy and drug history; rule out malignancy.
Cold agglutinins after Mycoplasma pneumoniae or infectious mononucleosis; chronic cold agglutinin disease with lymphoma or Waldenström. Warm AIHA with CLL, lupus, methyldopa.
Consider a drug in any unexplained hemolytic anemia; often hard to pin down because patients take many drugs. Three mechanisms:
| Mechanism | Example |
|---|---|
| 1. Oxidation of hemoglobin | Oxidant drugs in G6PD deficiency (primaquine, sulfonamides) |
| 2. Antibody-mediated | Drug-induced immune hemolysis (penicillin, cephalosporins, methyldopa) |
| 3. Thrombotic microangiopathy | Drug-induced TMA → mechanical fragmentation (e.g., some chemotherapy, quinine) |
Spherocytes appear in both HS and warm AIHA. The DAT separates them: negative in HS, positive in AIHA.
Fava beans + sulfa drugs + primaquine + infection in a man of African or Mediterranean descent with sudden dark urine = G6PD deficiency.
Other triggers: dapsone, nitrofurantoin, rasburicase, isoniazid, phenacetin. Check G6PD level weeks after an episode: the oldest (most deficient) cells were destroyed, so levels can look normal during hemolysis. Protects against malaria.
| Cause | Mechanism / clue |
|---|---|
| TTP (thrombotic thrombocytopenic purpura) | Platelet-rich microthrombi; severe thrombocytopenia |
| DIC | Fibrin deposition in vessels; ↑ PT/PTT, ↓ fibrinogen, ↑ D-dimer |
| Malignant hypertension | Damaged arterioles |
| Disseminated cancers | Tumor emboli, DIC |
| Drugs (thrombotic microangiopathy) | See LO 8 |
TTP pentad "FAT RN": Fever, Anemia (MAHA), Thrombocytopenia, Renal, Neuro.
1A 36-year-old man had a terminal ileum resection for Crohn disease 2 months ago. Hb 9.6, MCV 118, retics 0.3%. Most likely smear finding?
2A 23-year-old man passes dark reddish-brown urine 3 days after a phenacetin-containing drug. Smear shows Heinz bodies and bite cells. Diagnosis?
3A 34-year-old woman has fatigue for 5 months and mild splenomegaly. Hb 10.7; spherocytes and rare nucleated RBCs. Direct and indirect Coombs are positive at 37 °C but not at 4 °C. Most likely underlying disease?
4A 65-year-old with follicular lymphoma on chemotherapy develops CMV pneumonia, scleral icterus and Raynaud phenomenon. Hb 10.3, MCV 101, indirect hyperbilirubinemia, LDH 1020, Coombs positive. Mechanism of anemia?
5Which lab result best distinguishes vitamin B12 deficiency from folate deficiency?
6A patient with B12 deficiency from pernicious anemia is treated with oral folate alone. Over the next months, which is most likely?
7Which test tells you a patient's plasma contains antibodies against red cell antigens, important before a transfusion?
8An ABO-incompatible unit is transfused. The hemolysis is best described as:
9A 10-year-old with spherocytes, splenomegaly, a negative DAT and an affected father. Which protein is most often mutated?
10A woman has fever, confusion, platelets 15,000, schistocytes, ↑ LDH, ↑ creatinine and normal PT/PTT. Which deficiency explains this?
11An Rh-negative woman gives birth to an Rh-positive baby. To prevent disease in her next pregnancy, she should receive RhIg:
12Which pattern best fits intravascular rather than extravascular hemolysis?
| Item | In-house | Step 1 / board review |
|---|---|---|
| B12 route | Parenteral (IM or deep SC); notes say oral won't absorb | High-dose oral B12 also works (passive absorption) |
| B12 daily need | Written as "2–3 mg" | ≈2–3 µg/day (micrograms) |
| B12 stores | Years (2–5 years) | Several years (3–5+) |
| Folate stores | 3–5 months | ≈3–4 months |
| Cold agglutinin temperature | Reacts at 4 °C | Reacts <30 °C (cold extremities) |
| G6PD A− | ≈10% of Black Americans | Common in African ancestry |