Tag: Immunoassay

  • Hepatitis B Virus (HBV)

    HBV was originally called “serum hepatitis,” or “long-incubation hepatitis,” and has an incubation period of 60-90 days (range, 29-180 days). HBV is found in blood and body secretions. Infection was originally thought to be limited to parenteral inoculation (blood transfusion or injection with a contaminated needle). Although this is still the major source of infection, the virus may be contracted by inoculation of infected blood, saliva, or semen through a small break in the skin or a mucous membrane (e.g., the rectum) or by sexual intercourse. The virus seems less infectious through nonparenteral transmission than is HAV. At least 30% of persons with serologic evidence of HBV infection (past or present) do not have a currently identified risk factor.

    Interpretation of Hepatitis B Serologic Tests

    I     HBSAg positive, HBCAb negative*
    About 5% (range, 0%-17%) of patients with early stage HBV acute infection (HBCAb rises later)

    II     HBSAg positive, HBCAb positive, HBSAb negative
    a. Most of the clinical symptom stage
    b. Chronic HBV carriers without evidence of liver disease (“asymptomatic carriers”)
    c. Chronic HBV hepatitis (chronic persistent type or chronic active type)

    III     HbSAg negative, HBCAb positive,* HBSAb negative
    a. Late clinical symptom stage or early convalescence stage (core window)
    b. Chronic HBV infection with HBSAg below detection levels with current tests
    c. Old previous HBV infection
    IV     HBSAg negative, HBCAb positive, HBSAb positive
    a. Late convalescence to complete recovery
    b. Old infection
    *HBCAb=combined IgM+IgG. In some cases (e.g., category III), selective HbCAb-IgM assay is useful to differentiate recent and old infection.

    There is a considerably increased incidence of HBV infection in male homosexuals (about 10% of yearly reported cases and 40%-80% with serologic evidence of infection), in intravenous drug abusers (about 25%-30% of yearly reported cases and 60%-90% with serologic evidence) of infection; and in renal dialysis patients or dialysis unit personnel. Although serologic evidence of infection in heterosexual males is low (about 5%-6%; range, 4%-18%), heterosexual HBV transmission is now about 20%-25% of yearly reported cases. Thirty percent or more of regular sex partners of actively infected persons become infected. There is an increased risk in renal transplant patients, and in persons with leukemia or lymphoma. Hospital personnel are also at risk for HBV infection, comprising about 5% (range, 2%-6%) of yearly reported cases, most often due to accidental needle stick after drawing blood from an infected patient. Thirteen percent to 24% of dentists and dental workers have serologic evidence of infection. It is reported that the risk of contracting HBV infection from a contaminated needle stick is 6%-30%. There is disagreement regarding risk of HBV spread in day-care centers. It has also been reported that 26%-77% of institutionalized mentally handicapped patients have antibodies against HBV and about 20% (range, 3%-53%) had detectable HBV antigen.

    HBV infection is especially prevalent in Taiwan, various other areas of Southeast Asia, and parts of Africa. About 10%-15% of these populations are said to be HBV carriers. For comparison, U.S. male homosexuals have a carrier rate of about 4%-8% and intravenous (IV) drug abusers have a rate of about 7%.

    Hepatitis B virus infection has a wide range of severity and is fatal in about 1% (range, 1%-3%) of patients. In general, only about 30%-40% (range, 10%-50%) of patients with acute HBV develop clinically apparent acute hepatitis. Neonates almost always are asymptomatic and most children do not develop jaundice.

    Some 5%-15% of HBV infections become chronic, either as the carrier state or as chronic hepatitis. Although various definitions of these terms can be found in the literature, the carrier state is usually defined as persistence of HBV surface antigen for more than 6 months but with normal liver function tests and normal microscopic findings on liver biopsy. Chronic hepatitis can be divided into chronic persistent hepatitis (abnormal liver function tests plus relatively normal liver biopsy findings) and chronic active hepatitis (abnormal liver function tests plus abnormal findings on liver biopsy). The abnormalities on liver biopsy may exist in a spectrum of severity and may progress to cirrhosis. About 2% of HBV infections (15%-20% of chronic HBV) exist in the asymptomatic carrier state, about 6% are chronic persistent hepatitis, and about 3% are chronic active hepatitis. About 15%-30% of patients with chronic HBV infection (roughly 3% of all HBV patients; range, 0.75%-4.5%) develop cirrhosis. There is also a considerably increased risk for hepatocellular carcinoma (hepatoma); the relative risk for HBV carriers is quoted as 30-106 times noncarriers, while the relative risk for a carrier who has cirrhosis rises to nearly 500.

    Mothers who acquire HBV infection during the third trimester or early postpartum, or who are HBV carriers, frequently transmit HBV infection to their infants during or after birth. Incidence varies from 12.5%-40% and may be as high as 70%-90% of cases when the mother is positive for HBV antigen by nucleic acid probe as well as positive by both HBV surface antigen by immunoassay plus the HBV e antigen. A lesser number (5%-10% in one study) become infected if the mother is negative by nucleic acid probe even though HBV surface antigen by immunoassay and HBV e antigen are both positive.

    Without therapy, 80%-90% of infected infants become chronic carriers of HBV surface antigen. These infants are said to have a 25% risk of fatal cirrhosis or hepatoma. A combination of HBV vaccine and HBV immune globulin administered to the newborn can reduce risk of the chronic carrier stateby 85%-95%.

    Tests for Hepatitis B virus infection

    Studies have shown that the intact HBV molecule (Dane particle) has a double shell structure that contains several different antigens or antigenic material. There is an outer envelope that incorporates the hepatitis B surface antigen (HBsAg, formerly known as the Australia antigen, or HAA antigen). There is an inner core that contains an HBV core antigen HBcAg). Also within the core is a structure consisting of double-stranded viral deoxyribonucleic acid (DNA), as well as the material called HBV e antigen (ABeAg) and an enzyme known as DNA polymerase.

    Currently, there are three separate HBV antigen-antibody systems: surface antigen, core antigen, and e antigen.

    HBV surface antigen

    HBV surface antigen (HBsAg) can be detected by nucleic acid probe or by immunoassay.

    About 20%-60% of chronic persistent HBV hepatitis and 9%-60% of HBV chronic active hepatitis have detectable HBsAg by immunoassay. It has been reported that the new recombinant hepatitis B vaccines produce a transient (detectable) passive transfer antigenemia in infants (but not adults), lasting about a week but occasionally as long as 2-3 weeks.

    Antigenic subgroups of HBsAg exist; the most important to date are adw, ayw, adr, and ayr, but others have been discovered. These are thought to indicate possible subgroups (strains) of HBV.

    HBs Ag by Immunoassay

    Appearance

    2-6 weeks after exposure (range, 6 days-6 months). 5%-15% of patients are negative at onset of jaundice

    Peak

    1-2 weeks before to 1-2 weeks after onset of symptoms

    Becomes nondetectable

    1-3 months after peak (range, 1 week-5 months)

    HBsAg by nucleic acid probe (DNA probe)

    HBsAg-DNA is somewhat more sensitive than HBsAg by immunoassay in the very early stage of acute HBV infection. In one study, HBV-DNA was positive in 53% of patients seen before the peak of ALT elevation. It is also somewhat more sensitive than HBsAg by immunoassay in chronic HBV infection, both in serum and when applied to liver biopsy specimens. HBsAg-DNA using the polymerase chain reaction (PCR) amplification method is said to increase HBsAg detection rates by up to 66% over nonamplified HBsAg-DNA probe.

    HBsAg-DNA is most often used as an index of HBV activity or infectivity. Detection of HBV-DNA in serum more than 4 weeks after the alanine aminotransferase (ALT) peak (over 8 weeks after onset of symptoms) is said to be a reliable predictor of progression to chronic HBV infection. Loss of serum HBV-DNA with HBeAg still positive in acute HBV infection commonly precedes loss of HBeAg and seroconversion to HBeAb (total).

    HBsAb-Total behaves like a typical IgG antibody, rising (most often) after HBsAg is no longer detectable and remaining elevated for years. Presence of HBsAb-Total therefore usually means the end of acute HBV infection and predicts immunity to reinfection. However, there are reports that HBsAg and HBsAb-Total may coexist at some point in time in about 5% of patients (range, 2%-25% of cases); this most often happens in association with decreased immunologic mechanisms; such as occurs with acquired immunodeficiency syndrome (AIDS). However, it possibly could also result from subsequent infection by a different subgroup (strain) of HBV. Also, about 15% of patients have been reported to lose HBsAb-Total in less than 6 years.
    Hepatitis B virus core antigen and antibodies HBV Core Antigen (HBc Ag)

    Currently, there is no commercially available test to detect HBcAg.

    HBV core antibodies (HBc Ab)

    Tests are commercially available for IgM and for total antibody (IgM + IgG)

    In chronic HBV infection, there is disagreement in the literature whether HBcAb-IgM is detectable, with some investigators stating it is usually absent and others finding it elevated in varying numbers of patients. This disagreement partially is due to a tendency of the HBcAb-IgM antibody to increase titer in relation to the degree of HBV activity. The ongoing quantity of liver cells being injured is less in most cases of chronic HBV than in acute HBV. In addition, sensitivity of the HBcAb-IgM test is not the same for all manufacturer’s kits. For example, one manufacturer (Abbott) dilutes the patient’s serum specimen to a degree that only a considerably elevated HBcAb-IgM titer will be detected. This is done so that HBcAb-IgM will only be detected in patients with active acute or recent acute HBV infection. Other manufacturer’s kits who use lesser patient serum dilution may detect lower HBcAb-IgM titers, such as may be present in some cases of chronic HBV infection.

    surface antigen and antibody (HbsAg and HBsAb-Total)

    Fig. 17-3 surface antigen and antibody (HbsAg and HBsAb-Total).

    HBV Surface Antibody (HBsAb-Total; Both IgM + IgG)

    Appearance

    2-6 weeks after disappearance of HBsAg (range, HBsAg still present to over a year after HBsAg is gone); about 10% of patients do not produce HBsAb

    Peak

    2-8 weeks after initial appearance

    Becomes nondetectable

    About 85% of patients have persistent HBsAb-Total for many years or life, although there is often a slow decline to lower titers. About 15% (range, 2%-33%) of patients lose HBsAb-Total in less than 6 years

    Summary: HBV Surface Antigen and Antibody

    HBsAg by Immunoassay

    1. Means current active HBV infection.
    2. Persistance over 6 months indicates carrier/chronic HBV infection.

    HBsAg by Nucleic Acid Probe

    1. Same significance as detection by immunoassay.
    2. Present before and longer than HBsAg by immunoassay.
    3. More reliable marker for increased infectivity than HBsAg by immunoassay and/or HBeAg.

    HBcAb-IgM

    Appearance

    About 2 weeks (range, 0-6 weeks) after HBsAg appears

    Peak

    About 1 week after onset of symptoms

    Becomes nondetectable

    3-6 months after appearance (range, 2 weeks-2 years)

    HBcAb-Total

    Appearance

    3-4 weeks (range, 2-10 weeks) after HBsAg appears

    Peak

    3-4 weeks after first detection

    Becomes nondetectable

    Elevated throughout life; may have slow decline to lower titers over many years

    Therefore, the HBcAb-IgM level rises during active HBV infection, remains elevated during convalescence (during the time between loss of HBsAg and rise of HBsAb-Total, known as the “core window”), and becomes nondetectable in the early weeks or months of the recovery phase.

    In the majority of patients, HBcAb-Total becomes detectable relatively early, before HBsAg has disappeared, and maintains elevation throughout the gap between disappearance of HBsAg and appearance of HBsAb-Total (the core window). It is elevated for many years. Thus, the HBcAb-Total level begins rising somewhat similar to an IgM antibody level and remains elevated like an IgG antibody. If it is the sole test used, HBcAb-Total could give positive results during late-stage active acute infection, convalescence, chronic infection, or recovery since, in its early stage, HBcAb-Total may coexist with HBsAg.

    HBV core antibodies (HBcAb = HBcAb-IgM + HBcAb-IgG combined)

    Fig. 17-4 HBV core antibodies (HBcAb = HBcAb-IgM + HBcAb-IgG combined).

    HBV surface antigen-antibody and core antibodies (note “core window”) *HBcAb = HBcAb-IgM + HBcAb-IgG (combined)

    Fig. 17-5 HBV surface antigen-antibody and core antibodies (note “core window”) *HBcAb = HBcAb-IgM + HBcAb-IgG (combined).

    In many persons with HBV there is a time lag or gap in time of variable length between disappearance of the HBV surface antigen and appearance of the surface antibody. This has been called the “core window,” because the core total antibody is elevated during this time and represents the only HBV marker elevated in acute infection that is consistently detectable (the core IgM antibody is also present during part or all of the acute infection and also during part or all of the core window, but may become nondetectable during the window period, depending on when the patient specimen was obtained and the time span of the core window). The core window typically is 2-8 weeks in length but varies from 1 week (or less) to more than a year. Elevation of HBcAb-Total in itself does not mean that one has discovered the core window; a test for HBsAg (and, if nondetectable, a test for HBsAb-Total) must be performed because both HBsAg and HBsAb-Total must be absent. The core antibody nearly always is present in chronic hepatitis when surface antigen is detectable unless the patient is severely immunosuppressed.

    HBcAb-Total (1) may be elevated in later stages of acute infection, in convalescence (core window), or in old infection; (2) is only useful to show old HBV infection if HBsAg and HBcAb-IgM are both negative.

    Summary: Diagnosis of HBV Infection
    Best all-purpose test(s) to diagnose acute or chronic HBV infection
    —HBs Ag *(active infection, acute or chronic)
    —HBc Ab-IgM (late acute and recent or convalescent stage)
    *HBV-DNA probe may be necessary in some cases.

    Hepatitis B virus e antigen and antibodies

    The e antigen is usually not employed for diagnostic purposes. Since the e antigen is considered a marker for continued replication of the HBV, the e antigen is often used as an index of HBV infectivity. It is generally accepted that the presence of the e antigen (without e antibody) means several times greater potential to infect others compared to infectivity when the e antigen is not detectable. The presence of HBsAg by DNA probe is an even stronger marker for infectivity than the e antigen (as mentioned previously).

    HBeAb appears either at the time e antigen disappears or within 1-2 weeks later. Since the disappearance of the e antigen occurs shortly before disappearance of the surface antigen, detection of e antibody usually means that the acute stage of HBV infection is over or nearly over and that infectivity for others is much less. In a few cases there is a short period of e-antigen and e-antibody coexistence. Immunologic tests for the e antigen and the e antibody (total) are commercially available.

    HBe Ag

    Appearance

    About 3-5 days after appearance of HBs Ag

    Peak

    About the same time as HBs Ag peak

    Becomes nondetectable

    About 2-4 weeks before HBs Ag disappears in about 70% of cases
    About 1-7 days after HBs Ag disappears in about 20% of cases
    Accompanies persistant HBs Ag in 30%-50% or more patients who become chronic HBV carriers or have chronic HBV infection; however, may eventually convert to antibody in up to 40% of these patients

    HBe Ab-Total

    Appearance

    At the same time as or within 1-2 weeks (range, 0-4 weeks) after e antigen disappears (2-4 weeks before HBs Ag loss to 2 weeks after HBs Ag loss)

    Peak

    During HBV core window

    Becomes nondetectable

    Persists for several years (4-6 years)

    Summary: HBV e Antigen and Antibody

    HBeAg

    When present, especially without HBe Ab, suggests increased patient infectivity

    HBeAb-Total

    When present, suggests less patient infectivity

  • The Hemoglobinopathies

    At birth, approximately 80% of the infant’s hemoglobin is fetal-type hemoglobin (Hb F), which has a greater affinity for oxygen than the adult type. By age 6 months, all except 1%-2% is replaced by adult hemoglobin (Hb A). Persistence of large amounts of Hb F is abnormal. There are a considerable number of abnormal hemoglobins that differ structurally and biochemically, to varying degrees, from normal Hb A. The clinical syndromes produced in persons having certain of these abnormal hemoglobins are called the hemoglobinopathies. The most common abnormal hemoglobins in the Western Hemisphere are sickle hemoglobin (Hb S) and hemoglobin C (Hb C). Hemoglobin E is comparably important in Southeast Asia. All the abnormal hemoglobins are genetically transmitted, just as normal Hb A is. Therefore, since each person has two genes for each trait (e.g., hemoglobin type), one gene on one chromosome received from the mother and one gene on one chromosome received from the father, a person can be either homozygous (two genes with the trait) or heterozygous (only one of the two genes with the trait). The syndrome produced by the abnormal hemoglobin is usually much more severe in homozygous persons than in heterozygous persons. Less commonly, a gene for two different abnormal hemoglobins can be present in the same person (double heterozygosity).

    Sickle hemoglobin

    Several disease states may be due to the abnormal hemoglobin gene called sickle hemoglobin (Hb S). When Hb S is present in both genes (SS), the disease produced is called sickle cell anemia. When Hb S is present in one gene and the other gene has normal Hb A, the disease is called sickle trait. Hb S is found mostly in African Americans, although it may occur in populations along the Northern and Eastern Mediterranean, the Caribbean, and in India. In African Americans the incidence of sickle trait is about 8% (literature range 5%-14%) and of sickle cell anemia less than 1%. The S gene may also be found in combination with a gene for another abnormal hemoglobin, such as Hb C.

    Tests to detect sickle hemoglobin. Diagnosis rests on first demonstrating the characteristic sickling phenomenon and then doing hemoglobin electrophoresis to find out if the abnormality is SS disease or some combination of another hemoglobin with the S gene. Bone marrow shows marked erythroid hyperplasia, but bone marrow aspiration is not helpful and is not indicated for diagnosis of suspected sickle cell disease.

    Peripheral blood smear. Sickled cells can be found on a peripheral blood smear in many patients with SS disease but rarely in sickle trait. The peripheral blood smear is much less sensitive than a sickle preparation. Other abnormal RBC shapes may be confused with sickle cells on the peripheral smear. The most common of these are ovalocytes and schistocytes (burr cells). Ovalocytes are rod-shaped RBCs that, on occasion, may be found normally in small numbers but that may also appear due to another genetically inherited abnormality, hereditary ovalocytosis. Compared with sickle cells, the ovalocytes are not usually curved and are fairly well rounded at each end, lacking the sharply pointed ends of the classic sickle cell. Schistocytes (schizocytes, Chapter 2) may be found in certain severe hemolytic anemias, usually of toxic or antigen-antibody etiology. Schistocytes are RBCs in the process of destruction. They are smaller than normal RBCs and misshapen and have one or more sharp spinous processes on the surface. One variant has the form of a stubby short crescent; however, close inspection should differentiate these without difficulty from the more slender, smooth, and regular sickle cell.

    Screening tests. When oxygen tension is lowered, Hb S becomes less soluble than normal Hb A and forms crystalline aggregates that distort the RBC into a sickle shape. A sickle preparation (“sickle cell prep”) may be done in two ways. A drop of blood from a finger puncture is placed on a slide, coverslipped, and the edges are sealed with petrolatum. The characteristic sickle forms may be seen at 6 hours (or earlier) but may not appear for nearly 24 hours. A more widely used procedure is to add a reducing substance, 2% sodium metabisulfite, to the blood before coverslipping. This speeds the reaction markedly, with the preparation becoming readable in 15-60 minutes. Many laboratories have experienced difficulty with sodium metabisulfite, since it may deteriorate during storage, and occasionally the reaction is not clear-cut, especially in patients with sickle trait.

    DIFFERENTIAL HEMOGLOBIN SOLUBILITY TESTS. A second sickle prep method involves deoxygenation of Hb S by certain chemicals such as dithionate; Hb S then becomes insoluble and precipitates in certain media. These chemical tests, sold under a variety of trade names (usually beginning with the word “sickle”), are easier to perform than the coverslip methods and have replaced the earlier coverslip methods in most laboratories. These tests are generally reliable, but there are certain drawbacks. False negative results may be obtained in patients whose hemoglobin level is less than 10 gm/100 ml (or hematocrit 30%) unless the hematocrit reading is adjusted by removing plasma. Instead of this, the National Committee on Clinical Laboratory Standards recommends using packed RBC rather than whole blood. Reagents may deteriorate and inactivate. Dysglobulinemia (myeloma, Waldenstrom’s macroglobulinemia, or cryoglobulinemia) may produce false positive results by creating turbidity in the reaction.

    Hb F also interferes with the turbidity reaction, and therefore dithionate chemical sickle preps may yield false negative results in infants less than 4-6 months old because Hb F is not yet completely replaced by Hb A. Neither the coverslip nor the chemical tests quantitate Hb S and therefore neither test can differentiate between homozygous SS disease and heterozygous combinations of S with normal A Hb (sickle trait) or with another hemoglobin. Although theoretically these methods are positive at Hb S levels greater than 8%, proficiency test surveys have shown that as many as 50% failed to detect less than 20% Hb S. Neither the coverslip nor the chemical tests are completely specific for Hb S, because several rare non-S hemoglobins (e.g., C-Harlem) will produce a sickle reaction with metabisulfite or dithionate. None of the tests will detect other abnormal hemoglobins that may be combined with Hb S in heterozygous patients. In summary, these tests are screening procedures useful only after 6 months of age; not reliable for small amounts of Hb S; and abnormal results should be confirmed with more definitive techniques.

    Immunoassay. A third commercially available sickle screening method is enzyme immunoassay (JOSHUA; HemoCard Hb S) using an antibody that is specific for Hb S; sensitive enough for newborn screening and not affected by Hb F or the hematocrit level.

    Definitive diagnosis. Hemoglobin electrophoresis produces good separation of Hb S from Hb A and C. In cord blood, sickle cell anemia (SS) infants demonstrate an Hb F plus S (FS) pattern, with Hb F comprising 60%-80% of the total. A cord blood FSA Hb mixture suggests either sickle trait or sickle thalassemia (S-thalassemia). After age 3-6 months the SS infant’s electrophoretic pattern discloses 80%-90% Hb S with the remainder being Hb F. Sickle trait patients have more than 50% Hb A with the remainder Hb S (therefore more A than S), whereas S-(beta) thalassemia has 50% or more Hb S with about 25% Hb A and less than 20% Hb F (therefore more S than A and more A than F). Hemoglobin electrophoresis is most often done using cellulose acetate or agarose media at alkaline pH. Some hemoglobins migrate together on cellulose acetate or agarose under these conditions; the most important are Hb C, E, and A2 together and Hb S and D together (see Fig. 37-2). In some systems, Hb A and F cannot be reliably separated. Citrate agar at a more acid pH has separation patterns in some respects similar to cellulose acetate, but Hb D, E, and G migrate with A on citrate, whereas they travel with S on cellulose acetate. Likewise, Hb C and A2 migrate separately on citrate, whereas they migrate together on cellulose acetate. Thus, citrate agar electrophoresis can be used after cellulose acetate for additional information or as a confirmatory method. In addition, citrate agar gives a little better separation of Hb F from A in newborn cord blood, and some investigators prefer it for population screening. Isoelectric focusing electrophoresis is available in some specialized laboratories. This procedure gives very good separation of the major abnormal hemoglobins plus some of the uncommon variants. No single currently available method will identify all of the numerous hemoglobin variants that have been reported. Hemoglobin F can be identified and quantitated by the alkali denaturation procedure or by a suitable electrophoretic method.

    Sickle cell anemia. Homozygous sickle cell (SS) disease symptoms are not usually noted until age 6 months or later. On the other hand, a significant number of these patients die before age 40. Anemia is moderate or severe in degree, and the patient often has slight jaundice (manifest by scleral icterus). The patients seem to adapt surprisingly well to their anemic state and, apart from easy fatigability or perhaps weakness, have few symptoms until a sickle cell “crisis” develops. The painful crisis of sickle cell disease is often due to small-vessel occlusion producing small infarcts in various organs, but in some cases the reason is unknown. Abdominal pain or bone pain are the two most common symptoms, and the pain may be extremely severe. There usually is an accompanying leukocytosis, which, if associated with abdominal pain, may suggest acute intraabdominal surgical disease. The crisis ordinarily lasts 5-7 days. In most cases, there is no change in hemoglobin levels during the crisis. Patients may have nonpainful transient crises involving change in level of anemia. Children 6 months to two years of age may have episodes of RBC splenic sequestration, frequently associated with a virus infection. There may be bone marrow aplastic crises in which marrow RBC production is sharply curtailed, also frequently associated with infection (e.g., parvovirus B-19). Uncommonly there may be crisis due to acceleration of hemolysis.

    Infection, most often pneumococcal, is the greatest problem in childhood, especially in the early age group from 2 months to 2 years. Because of this, an NIH Consensus Conference (1987) recommended neonatal screening for SS disease in high-risk groups, so that affected infants can be treated with prophylactic antibiotics. After infancy, there is still some predisposition toward infection, with the best-known types being pneumococcal pneumonia and staphylococcal or Salmonella osteomyelitis.

    Other commonly found abnormalities in sickle cell disease are chronic leg ulcers (usually over the ankles), hematuria, and a loss of urine-concentrating ability. Characteristic bone abnormalities are frequently seen on x-ray films, especially of the skull, and avascular necrosis of the femoral head is relatively common. Gallstone frequency is increased. There may be various neurologic signs and symptoms. The spleen may be palpable in a few patients early in their clinical course, but eventually it becomes smaller than normal due to repeated infarcts. The liver is palpable in occasional cases. Obstetric problems are common for both the mother and the fetus.

    HEMATOLOGIC FINDINGS. As previously mentioned, anemia in SS disease is moderate to severe. There is moderate anisocytosis. Target cells are characteristically present but constitute less than 30% of the RBCs. Sickle cells are found on peripheral blood smear in many, although not all, patients. Sometimes they are very few and take a careful search. There are usually nucleated RBCs of the orthochromic or polychromatophilic normoblast stages, most often ranging from 1/100-10/100 white blood cells (WBCs). Polychromatophilic RBCs are usually present. Howell-Jolly bodies appear in a moderate number of patients. The WBC count may be normal or there may be a mild leukocytosis, which sometimes may become moderate in degree. There is often a shift to the left in the WBC maturation sequence (in crisis, this becomes more pronounced), and sometimes even a few myelocytes are found. Platelets may be normal or even moderately increased.

    The laboratory features of active hemolytic anemia are present, including reticulocytosis of 10%-15% (range, 5%-30%).

    Sickle cell trait. As mentioned earlier, sickle cell trait is the heterozygous combination of one gene for Hb S with one gene for normal Hb A. There is no anemia and no clinical evidence of any disease, except in two situations: some persons with S trait develop splenic infarcts under hypoxic conditions, such as flying at high altitudes in nonpressurized airplanes; and some persons develop hematuria. On paper electrophoresis, 20%-45% of the hemoglobin is Hb S and the remainder is normal Hb A. The metabisulfite sickle preparation is usually positive. Although a few patients have been reported to have negative results, some believe that every person with Hb S will have a positive sickle preparation if it is properly done. The chemical sickle tests are perhaps slightly more reliable in the average laboratory. The peripheral blood smear rarely contains any sickle cells.

    Sickle Hb–Hb C disease (HbSC disease). As previously mentioned, in this disease one gene for Hb S is combined with one gene for Hb C. About 20% of patients do not have anemia and are asymptomatic. In the others a disease is produced that may be much like SS disease but is usually milder. Compared with SS disease, the anemia is usually only of mild or moderate degree, although sometimes it may be severe. Crises are less frequent; abdominal pain has been reported in 30%. Bone pain is almost as common as in SS disease but is usually much milder. Idiopathic hematuria is found in a substantial minority of cases. Chronic leg ulcers occur but are not frequent. Skull x-ray abnormalities are not frequent but may be present.

    Hemoglobin SC disease differs in some other respects from SS disease. In SC disease, aseptic necrosis in the head of the femur is common; this can occur in SS disease but not as frequently. Splenomegaly is common in SC disease, with a palpable spleen in 65%-80% of the patients. Finally, target cells are more frequent on the average than in SS disease (due to the Hb C gene), although the number present varies considerably from patient to patient and cannot be used as a distinguishing feature unless more than 30% of the RBCs are involved. Nucleated RBCs are not common in the peripheral blood. Sickle cells may or may not be present on the peripheral smear; if present, they are usually few in number. WBC counts are usually normal except in crises or with superimposed infection.

    Sickle preparations are usually positive. Hemoglobin electrophoresis establishes a definitive diagnosis.

    Hemoglobin C

    The C gene may be homozygous (CC), combined with normal Hb A (AC), or combined with any of the other abnormal hemoglobins (e.g., SC disease).

    Hemoglobin C disease. Persons with Hb C disease are homozygous (CC) for the Hb C gene. The C gene is said to be present in only about 3% of African Americans, so homozygous Hb C (CC) disease is not common. Episodes of abdominal and bone pain may occur but usually are not severe. Splenomegaly is generally present. The most striking feature on the peripheral blood smear is the large number of target cells, always more than 30% and often close to 90%. Diagnosis is by means of hemoglobin electrophoresis.

    Hemoglobin C trait. Persons with Hb C trait have one Hb C gene and the normal Hb A gene. There is no anemia or any other symptom. The only abnormality is a variable number of target cells on the peripheral blood smear.

    Definitive diagnosis. Diagnosis of Hb C is made using hemoglobin electrophoresis. As noted previously, on cellulose acetate or agar electrophoresis, Hb C migrates with Hb A2. Hemoglobin A2 is rarely present in quantities greater than 10% of total hemoglobin, so that hemoglobin migrating in the A2 area in quantity greater than 10% is suspicious for Hb C.

    Comments on detection of the hemoglobinopathies

    To conclude this discussion of the hemoglobinopathies, I must make certain observations. First, a sickle screening procedure should be done on all African Americans who have anemia, hematuria, abdominal pain, or arthralgias. This should be followed up with hemoglobin electrophoresis if the sickle screening procedure is positive or if peripheral blood smears show significant numbers of target cells. However, if the patient has had these studies done previously, there is no need to repeat them. Second, these patients may have other diseases superimposed on their hemoglobinopathy. For example, unexplained hematuria in a person with Hb S may be due to carcinoma and should not be blamed on the hemoglobinopathy without investigation. Likewise, when there is hypochromia and microcytosis, one should rule out chronic iron deficiency (e.g., chronic bleeding). This is especially true when the patient has sickle trait only, since this does not usually produce anemia. The leukocytosis found as part of SS disease (and to a lesser degree in SC and S-thalassemia) may mask the leukocytosis of infection. As mentioned, finding significant numbers of target cells suggests one of the hemoglobinopathies. However, target cells are often found in chronic liver disease, may be seen in any severe anemia in relatively small numbers, and are sometimes produced artifactually at the thin edge of a blood smear.