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540    Part V  Red Blood Cells


                                                              for presumed cobalamin or folate deficiency. The immediate question
         Diagnostic Bone Marrow Aspiration
                                                              therefore pertains to the overall status of the patient.
          Is bone marrow aspiration always necessary to diagnose cobalamin- or   If  the  patient  is  decompensated  or  decompensation  is  imminent,
          folate-deficient megaloblastosis? With the addition of highly sensitive   obtain serum folate and cobalamin levels and bone marrow aspiration
          serum  tests  for  the  specific  diagnosis  of  cobalamin  and  folate  defi-  to confirm megaloblastosis and proceed with transfusion of 1 unit of
          ciency,  the  need  for  a  bone  marrow  test  is  often  dictated  by  the   packed RBCs slowly, with vigorous diuretic therapy to obviate further
          urgency  to  diagnose  megaloblastosis  (with  results  available  in  an   congestive  heart  failure  from  fluid  overload;  this  mandates  close
          hour). For example, in the case of florid hematologic disease with or   monitoring  and  correction  of  fluid  and  electrolyte  imbalance.
          without neurologic disease suggestive of cobalamin or folate deficiency,   Cobalamin and folate should be administered simultaneously in full
          bone marrow aspiration carried out as soon as possible is invaluable   doses. Transfusion does not alter serum folate or cobalamin levels.
          in  assisting  the  rapid  diagnosis  of  megaloblastosis.  However,  in  the   If the patient is moderately symptomatic (but not in heart failure),
          outpatient  setting,  when  the  patient  has  a  characteristic  peripheral
          smear, or for a patient with a primary neuropsychiatric presentation, a   the strong likelihood of a dramatic response (in the sense of well-
          case can be made to initiate the sequence of diagnostic tests without   being  and  relief  of  sore  tongue)  within  2  to  3  days  even  before
          bone  marrow  aspiration  by  proceeding  with  measurement  of  serum   hematologic improvement argues against immediate blood transfu-
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          levels  of  vitamins  or  metabolites  (see  Table  39.2).  In  a  pregnant   sion.  Therefore (and provided the patient is unlikely to decompen-
          patient  with  pancytopenia  with  macro-ovalocytes,  hypersegmented   sate in the short-term) proceed with appropriate diagnostic workup
          polymorphonuclear neutrophils, and reticulocytopenia with a history of   as for the well-compensated patient.
          noncompliance with prenatal supplements (and no neurologic findings   If the patient is well compensated and in the outpatient setting, the
          suggestive of cobalamin deficiency), bone marrow aspiration may not   physician has time to develop an orderly sequence of diagnostic tests.
          be necessary to initiate therapy for a strong presumptive diagnosis of   First,  check  the  peripheral  smear  and  rule  out  other  macrocytic
          folate deficiency. If there is no evidence of response within 10 days,
          bone marrow aspiration is indicated.                anemias (thin macrocytes with a normoblastic marrow in contrast to
                                                              macro-ovalocytes)  (see  Fig.  39.7).  Draw  blood  for  cobalamin  and
                                                              folate levels (before the patient’s first hospital meal) to sort out whether
                                                              the problem is caused by a deficiency of folate or cobalamin, or both,
        bone marrow. This occurs when there is a coexisting condition that   or some other deficiency (see Table 39.2). Assuming that there is no
        neutralizes  the  tendency  to  generate  megaloblastic  cells  (usually   urgency to make the diagnosis, the physician can elect to wait for the
        involving reduction in RBC hemoglobinization, as in iron deficiency   results  of  these  tests  before  proceeding  with  the  next  test  in  the
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        or  thalassemia).   A  wide  RBC  distribution  width  (RDW)  on  the   diagnostic workup. If making the diagnosis is urgent, a cost-effective
        Coulter counter readout in the presence of a “normal” mean corpus-  test is the bone marrow aspirate; results indicating megaloblastosis
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        cular  hemoglobin  or  MCV  may  reflect  megaloblastic  anemia   or   (or not) can be available within an hour. If bone marrow aspiration
        dimorphic  anemia (macro-ovalocytes  plus  microcytic  hypochromic   is performed, samples are sent for special stains and flow cytometry
        RBCs). Because megaloblastic white blood cells and precursors are   (megaloblastic  erythropoiesis  can  resemble  erythroleukemia)  and
        unaffected  by  deficient  hemoglobinization,  these  pathognomonic   cytogenetic  analysis  (myelodysplastic  syndromes  can  exhibit  some
        findings (giant myelocytes and metamyelocytes, and hypersegmented   megaloblastic  changes  in  the  erythroid  series,  but  megaloblastic
        PMNs) remain; the latter may persist for up to 2 weeks after replace-  granulopoiesis is not seen). If the marrow is not obviously megalo-
                                15
        ment with cobalamin or folate.  The recognition of masked mega-  blastic but the iron stain reveals absent stores, review the morphologic
        loblastosis should initiate investigations to rule out iron deficiency,   evaluation again with special emphasis on granulocytic precursors and
        anemia  of  chronic  disease,  or  hemoglobinopathies.  Appropriate   promegaloblasts, and look for more subtle megaloblastic changes.
        replacement with cobalamin or folate elicits a maximal therapeutic   If the serum cobalamin and folate levels are equivocal (i.e., in the
        benefit only when iron deficiency is corrected. Conversely, if com-  low-normal range), and the patient elects to delay or refuses a bone
        bined iron and cobalamin deficiency (total gastrectomy or pernicious   marrow  aspiration,  a  strong  case  can  be  made  to  test  for  serum
        anemia) or iron and folate deficiency (pregnancy) is treated with iron   homocysteine and MMA. Serum MMA and homocysteine levels are
        alone, megaloblastosis will be unmasked.              ordered together (the same sample remaining from the serum sent
                                                              for cobalamin and folate levels may be used if it was frozen). Integrat-
        APPROACH TO DIAGNOSIS AND THERAPY OF                  ing the results for serum MMA and homocysteine levels (which will
                                                              be available after a week or more) with those for serum cobalamin
        MEGALOBLASTOSIS                                       and folate levels can help distinguish cobalamin and folate deficien-
                                                              cies (see Table 39.2). A normal MMA and homocysteine level elimi-
        In general, there are three stages in approaching a patient: recognizing   nates  cobalamin  deficiency  with  100%  confidence,  and  normal
        that megaloblastic anemia is present; distinguishing whether folate,   homocysteine levels suggest that megaloblastic anemia is not caused
        cobalamin, or combined folate and cobalamin deficiencies have led   by folate deficiency. These tests are particularly useful if the patient
        to the anemia; and diagnosing the underlying disease and mechanism   has pure neurologic disease or if there are associated conditions such
        causing the deficiency. Establishing that the patient does have mega-  as  iron  deficiency  or  thalassemia  that  can  mask  megaloblastosis.
        loblastosis is, in theory, straightforward. This is easily done by first   Administration  of  folate  or  cobalamin  will  reduce  elevated  serum
        evaluating the complete blood count, the MCV, and the peripheral   homocysteine and MMA levels to basal values by 1 week, so there is
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        smear,  followed  by  a  bone  marrow  aspiration.  Clues  to  whether   only a narrow window to clinch the diagnosis using metabolite tests.
        cobalamin or folate deficiency is responsible for megaloblastosis can   In the rare situation when a defect in cobalamin or folate metabolism
        be obtained by serum cobalamin and serum folate levels; if these levels   is suspected, early consultation with experts who have published in
        are borderline, additional testing of serum MMA and serum homo-  this area is advised.*
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        cysteine can define the true nature of the deficiency.  However, this   A reticulocyte count is useful to follow the patient’s response to
        ideal and orderly workup is not always feasible in clinical practice,   appropriate  replacement  therapy.  Additional  supporting  studies  to
        because the patient may present for the first time with megaloblastosis   document  increased  serum  LDH,  haptoglobin,  and  bilirubin  (evi-
        with or without associated neurologic disease; may be referred after   dence for intramedullary hemolysis) may be performed.
        a variable workup has already been initiated for possible megaloblas-  When  the  megaloblastic  state  is  established,  try  to  determine  the
        tosis; may present with symptoms primarily attributed to a disease   underlying mechanism of cobalamin or folate deficiency. The cause of
        predisposing to cobalamin or folate deficiency; may present with a   folate deficiency is usually sorted out by this time from the history,
        disease  associated  with  hyperhomocysteinemia  (discussed  later),  in   physical examination, and the clinical setting. If pure folate deficiency
        which case anemia or neurologic dysfunction may only be a minor
        symptom; may present with isolated neurologic disease in the absence
        of anemia; or may be referred after empirical therapy has been given   *References 18,19,46,164,165,175,176,234,261,262.
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