Tag: RBC

  • Metastatic Carcinoma to Bone

    About 27% of all cancer patients have some metastases at autopsy. Any carcinoma, lymphoma, or sarcoma may metastasize to bone, although those primary in certain organs do so much more frequently than others. Prostate, breast, lung, kidney, and thyroid are the most common carcinomas. Once in bone they may cause local destruction that is manifested on x-ray film by an osteolytic lesion. In many cases there is osseous reaction surrounding the tumor with the formation of new bone or osteoid, and with sufficient degree of reaction this appears on x-ray films as an osteoblastic lesion. Prostate carcinoma is usually osteoblastic on x-ray film. Breast and lung carcinomas are more commonly osteolytic, but a significant number are osteoblastic. The others usually have an osteolytic appearance.

    Hematologic. About one half of the carcinomas metastatic to bone replace or at least injure bone marrow to such an extent as to give hematologic symptoms. This must be distinguished from the anemia of neoplasia, which appears in a considerable number of patients without direct marrow involvement and whose mechanism may be hemolytic, toxic depression of marrow production, or unknown. The degree of actual bone marrow replacement is often relatively small in relation to the total amount of bone marrow, and some sort of toxic influence of the cancer on the blood-forming elements has been postulated. Whatever the mechanism, about one half of patients with metastatic carcinoma to bone have anemia when first seen (i.e., a hemoglobin value at least 2 gm/100 ml [20 g/L] below the lower limit of the reference range). When the hemoglobin value is less than 8 gm/100 ml (80 g/L), nucleated red blood cells (RBCs) and immature white blood cells (WBCs) may appear in the peripheral blood, and thrombocytopenia may be present. By this time there is often extensive marrow replacement.

    Therefore, one peripheral blood finding that is always suspicious of extensive marrow replacement is the presence of thrombocytopenia in a patient with known cancer (unless the patient is on cytotoxic therapy). Another is the appearance of nucleated RBCs in the peripheral blood, sometimes in addition to slightly more immature WBCs. This does not occur in multiple myeloma, even though this disease often produces discrete bone lesions on x-ray film and the malignant plasma cells may replace much of the bone marrow.

    Alkaline phosphatase. Because of bone destruction and local attempts at repair, the serum alkaline phosphatase level is often elevated. Roughly one third of patients with metastatic carcinomas to bone from lung, kidney, or thyroid have elevated alkaline phosphatase levels on first examination. This is seen in up to 50% of patients with breast carcinoma and 70%–90% of patients with prostate carcinoma.

    Bone x-ray film. If an x-ray skeletal survey is done, bone lesions will be seen in approximately 50% of patients with actual bone metastases. More are not detected on first examination because lesions must be more than 1.5 cm to be seen on x-ray films, because parts of the bone are obscured by overlying structures, and because the tumor spread may be concealed by new bone formation. Almost any bone may be affected, but the vertebral column is by far the most frequent.

    Bone radionuclide scan. Bone scanning for metastases is available in most sizable institutions using radioactive isotopes of elements that take part in bone metabolism. Bone scanning detects 10%–40% more foci of metastatic carcinoma than x-ray film and is the method of choice in screening for bone metastases. A possible exception is breast carcinoma. Although bone scan is more sensitive for breast carcinoma metastasis than x-ray film, sufficient additional lesions are found by x-ray film to make skeletal surveys useful in addition to bone scanning. Also, in cases in which a single lesion or only a few lesions are detected by scan, x-ray film of the focal areas involved should be done since scans detect benign as well as malignant processes that alter bone (as long as osteoblastic activity is taking place), and the x-ray appearance may help to differentiate benign from malignant etiology. Bone scan is much more sensitive than bone marrow examination in patients with most types of metastatic carcinoma. However, tumors that seed in a more diffuse fashion, such as lung small cell carcinoma, neuroblastoma, and malignant lymphoma, are exceptions to this rule and could benefit from marrow biopsy in addition to scan.

    Bone marrow examination. Bone marrow aspiration will demonstrate tumor cells in a certain number of patients with metastatic carcinoma to bone. Reports do not agree on whether there is any difference in positive yield between the sternum and iliac crest. Between 7% and 40% of the patients with tumor in the bone have been said to have a positive bone marrow result. This varies with the site of primary tumor, whether the marrow is tested early or late in the disease, and whether random aspiration or aspiration from x-ray lesions is performed. The true incidence of positive marrow results is probably about 15%. Prostatic carcinoma has the highest rate of yield, since this tumor metastasizes to bone the most frequently, mostly to the vertebral column and pelvic bones. Lung small cell (oat cell) carcinoma, neuroblastoma, and malignant lymphoma also have a reasonable chance of detection by bone marrow aspiration.

    Several studies have shown that marrow aspiration clot sections detect more tumor than marrow smears and that needle biopsy locates tumor more often than clot section. Two needle biopsies are said to produce approximately 30% more positive results than only one.

    The question often arises as to the value of bone marrow aspiration in suspected metastatic carcinoma to bone. In this regard, the following statements seem valid:

    1. It usually is difficult or often impossible to determine either the exact tumor type or the origin (primary site) of tumor cells from marrow aspiration.
    2. If localized bone lesions exist on x-ray film and it becomes essential to determine their nature, a direct bone biopsy of these lesions using a special needle is much better than random marrow aspiration or even aspiration of the lesion area. In this way, a histologic tissue pattern may be obtained.
    3. If a patient has a normal alkaline phosphatase level, no anemia, and no bone lesions on bone scan (or skeletal x-ray survey, if bone scan is not available), and in addition has a normal acid phosphatase level in cases of prostatic carcinoma, the chances of obtaining a positive bone marrow aspirate are less than 5% (exceptions are lung small cell carcinoma, lymphoma, and neuroblastoma).
    4. If a patient has known carcinoma or definite evidence of carcinoma and x-ray lesions of bone, chemical studies or bone marrow aspiration usually have little practical value except in certain special situations in which anemia or thrombocytopenia may be caused by a disease that the patient has in addition to the carcinoma.

  • Appearance

    The appearance of the specimen is usually reported only if it is abnormal.

    Red: Blood; porphyria; occasionally urates, phenolphthalein, or dihydroxyanthraquinone (Dorbane) (laxative use)
    Brown: Blood (acid hematin); alkaptonuria (urine turns brownish on standing); melanin (may be brown and turn black on standing)
    Dark orange: Bile, pyridium (a urinary tract disinfectant)

    pH

    Normal urine pH is 5.0-6.0 (4.5-8.0); it is over 6.0 in alkalosis or, rarely, if the acidifying mechanism of the kidney fails (renal acidosis syndrome) or is poisoned (carbonic anhydrase inhibitors). Proteus infections typically will alkalinize. Finally, urine standing at room temperature will often slowly become alkaline due to bacterial growth. A pH determination is of minor importance except in a few circumstances.

    Specific gravity

    Specific gravity will be discussed in greater length in Chapter 13 (renal function). It is important for several reasons: (1) it is one parameter of renal tubular function; (2) inability to concentrate may accompany certain diseases with otherwise relatively normal tubular function, such as diabetes insipidus or, occasionally, severe hyperthyroidism and sickle cell anemia; and (3) it affects other urine tests; a concentrated specimen may give higher results for substances such as protein than a dilute specimen, although the amount of substance excreted per 24 hours may be the same in both cases. That is, the same amount of substance assayed in a small quantity of fluid (high specific gravity) may appear more than if present in a large dilute urine volume (low specific gravity).

    Specific gravity is an estimate of relative density (for fluids, the proportion of dissolved solids in a defined volume of solvent) and can be measured in various ways. The oldest was by hydrometer (weighted flotation device), whose reproducibility was poor and which was relatively inaccurate. Most laboratories use some version of a refractometer (e.g., a total solids meter), which is fairly reproducible and accurate, but which is affected by moderate amounts of protein, glucose, or x-ray contrast media. More recently, dipstick specific gravity tests have become available based on changes in urine ion content that produce a pH change of the polyelectrolyte content of the reagent pad, which, in turn, induces color changes of an indicator (bromthymol blue). This method is read in increments of 0.005 units. Several evaluations suggest that the dipstick results will agree within ±0.005 units of total solids meter values about 85% (range 72%-90%) of the time. This suggests that the dipstick method is somewhat less accurate than the total solids meter. Whether the dipstick method is useful depends on whether a difference of 0.004-0.005 from the total solids meter value is considered clinically acceptable. The dipstick is affected by moderate changes in pH or protein but not by glucose or x-ray contrast media.

    Protein

    In health the glomerular membrane prevents most of the relatively large protein molecules of the blood from escaping into the urine. A small amount does filter through, of which a small fraction is reabsorbed by the tubules, and the remainder (up to 0.1 gm/24 hours) is excreted. These amounts are normally not detected by routine clinical methods. One of the first responses of the kidney to a great variety of clinical situations is an alteration in the glomerular filtrate. To a lesser extent, a mere increase in glomerular filtration rate (GFR) may increase normal protein excretion. Since albumin has a relatively small molecular size, it tends to become the dominant constituent in proteinuria but rarely so completely as to justify the term “albuminuria” in a pure sense. Depending on the clinical situation, the constituents of proteinuria may or may not approach the constituents of plasma. Besides an excess of normal plasma proteins, at times abnormal proteins may appear in the urine. The most important of these is Bence Jones protein, which is excreted in up to 50% of patients with multiple myeloma.

    Etiologies of proteinuria. To interpret proteinuria, one must know not only the major conditions responsible but also the reason for production of excess urine protein. A system such as the following one is very helpful in this respect; proteinuria is classified according to the relationship of its etiology to the kidney and also the mechanism involved.

    A. Functional: not associated with easily demonstrable systemic or renal damage.
    1. Severe muscular exertion. This cause is becoming more important with the current popularity of sports and jogging.
    2. Pregnancy.
    3. Orthostatic proteinuria. (This term designates slight to mild proteinuria associated only with the upright position. The exact etiology is poorly understood, with usual explanations implicating local factors that cause renal passive congestion when the patient is in an upright position. Orthostatic proteinuria is easily diagnosed by comparing a specimen of early morning urine, produced entirely while the patient is asleep, with one obtained later when the patient has been upright for some time. This is probably the most common cause of “functional” proteinuria; some reports indicate that it occurs in 15%-20% of healthy young men who have proteinuria on routine urinalysis.)
    B. Organic: associated with demonstrable systemic disease or renal pathology.
    1. Prerenal proteinuria: not due to primary renal disease.
    a. Fever or a variety of toxic conditions. (This is the most common etiology for “organic” proteinuria and is quite frequent.)
    b. Venous congestion. (This is most often produced by chronic passive congestion due to heart failure. It is occasionally produced by intraabdominal compression of the renal veins.)
    c. Renal hypoxia. Renal hypoxia may be produced by severe dehydration, shock, severe acidosis, acute cardiac decompensation, or severe anemias, all of which lead to a decrease in renal blood flow and sometimes hypoxic renal changes. Very severe hypoxia, especially if acute, may lead to renal tubular necrosis.
    d. Hypertension (moderate or severe chronic hypertension, malignant hypertension or eclampsia)
    e. Myxedema.
    f. Bence Jones protein.
    2. Renal proteinuria: primarily kidney disease.
    a. Glomerulonephritis.
    b. Nephrotic syndrome, primary or secondary.
    c. Destructive parenchymal lesions (tumor, infection, infarct).
    3. Postrenal proteinuria: protein added to the urine at some point farther down the urinary tract from the renal parenchyma.
    a. Infection of the renal pelvis or ureter.
    b. Cystitis.
    c. Urethritis or prostatitis.
    d. Contamination with vaginal secretions. This cause may be suggested by presence of moderate or large numbers of squamous epithelial cells in the urine sediment.

    Protein tests are not specific for serum protein. Test results demonstrating protein detect filtered serum protein but may also result from test reaction with WBCs or RBCs, regardless of their origin, if they are present in sufficient number. However, intrinsic renal disease usually (not always) is associated with proteinuria whether abnormal cells are present or not. Thus, by testing the supernate of a centrifuged specimen for protein, one can tentatively assume that WBCs or RBCs originated mainly in the lower urinary tract if pyuria or hematuria occurs in the absence of proteinuria.

    Urine protein test methods. There are several clinically acceptable methods for semiquantitative protein testing. The older methods are heat with acetic acid and sulfosalicylic acid (3%, 10%, or 20%). Sulfosalicylic acid (SSA) is slightly more sensitive than the heat-acetic acid method. Sulfosalicylic acid false positive reactions may occur, notably with tolbutamide (Orinase), urates, hemoglobin (RBCs or hemolysis), WBCs, massive penicillin doses, dextran, occasionally with salicylates, and with various radiopaque x-ray substances. Bence Jones protein also gives a positive reaction. Results are expressed as 1+ to 4+; this correlates very roughly with the amount of protein present (Table 12-2).

    Relationship of qualitative and quantitative urine protein results

    Table 12-2 Relationship of qualitative and quantitative urine protein results

    Kingsbury-Clark procedure. This is a quantitative sulfosalicylic acid method using a series of permanent standards, each representing a different but measured amount of protein. After sulfosalicylic acid is added to the unknown specimen, a precipitate is formed that is compared with the standards and reported as the amount in the particular standard that it matches.

    Dipstick methods. Most laboratories now use dipstick methods, usually with multiple tests on the same paper strip. The sulfosalicylic acid method will detect as little as 10 mg/100 ml of protein, whereas the dipsticks are not reliable for less than 20-30 mg/100 ml. The dipsticks will react with hemoglobin but not with the other substances previously listed which might produce false positive results with sulfosalicylic acid. Dipstick behavior with Bence Jones protein is erratic; in many cases the results are positive, but a significant number do not react. Dipsticks are said to give false positive protein results when the urine has a very alkaline pH, although my experience has been that no change occurs even at pH 8.5 (a value that is very rarely exceeded). False negative results may occur if contact of the dipstick with urine is greatly prolonged, since this could wash out the buffer in the protein detection zone on the test strip. In addition, protein readings are only semiquantitative, and it is often difficult to obtain uniform results from the same specimens read by different individuals. This happens because the result depends on a color change corresponding to a change from one quantity (or level) of protein to the next; the color change may not always be clear cut, and interpretation of any color change is always partially subjective. There tends to be a fairly wide variation in results when specimens containing large amounts of protein are tested.

    24-hour measurement. Because individuals often vary in their interpretations, and also because the degree of urine concentration may greatly influence results on random urine specimens, it is sometimes useful to determine 24-hour urine protein excretion. A 24-hour specimen may also be affected by degree of concentration but to a lesser extent. However, 24-hour specimens also have their problems. One of these is incomplete specimen collection. Another is variation in results using different test methods or reagents, most of which have relatively poor reproducibility (coefficient of variation exceeding 10%) and react differently with different proteins. In some reports this occasionally led to very substantial differences in results of different methods on the same specimen.

    Several studies indicate that the protein/creatinine ratio in single-voided specimens produces an adequate estimation of normality or degree of abnormality compared with 24-hour urine specimens. Since the recumbent and the upright protein excretion rate is often different, first-morning urine specimens are not recommended for this test.

    Microalbuminuria. Recently, several studies have suggested that a latent period exists in renal disease associated with insulin-dependent diabetics. In this phase there is on-going glomerular damage that is manifest by increased albumin excretion but in quantities too small to be detectable by standard laboratory protein tests, either dipstick or usual 24-hour procedures. One current definition of diabetic microalbuminuria is albumin excretion of 20-200 µg/minute (30-300 mg/24 hours) found in at least two of three specimens collected within 6 months. Dipsticks will begin detecting proteinuria slightly above the microalbuminuria range upper limit. Multiple samples are required because diabetics with or without microalbuminuria may have day-to-day variation in albumin excretion as high as 50%. Besides diabetics, nondiabetic persons with hypertension (even mild) have increased incidence of microalbuminuria and dipstick-detectable proteinuria (in one study, the mean protein value for hypertensive person was 3 times that of nonhypertensives); and one report indicates increased incidence of proteinuria in patients with heart failure (see also discussion in Chapter 28).

    In summary, not all proteinuria is pathologic; even if so, it may be transient. Often the kidney is only indirectly involved, and occasionally protein may be added to the urine beyond the kidney. Individual interpretations of turbidity tests vary significantly and so do various assay methods for 24-hour urine protein.

    Glucose

    The most common and important glucosuria occurs in diabetes mellitus. The normal renal threshold is usually about 180 mg/100 ml (literature range 165-200 mg/100 ml) serum glucose level; above that, enough glucose is filtered to exceed the usual tubular transfer maximum for glucose reabsorption, and the surplus remains in the urine. However, individuals vary in their tubular transfer reabsorptive capacities. If the capacity happens to be low, the individual may spill glucose at lower blood levels than the average person (“renal glucosuria”). Certain uncommon conditions may elevate blood glucose levels in nondiabetic persons. A partial list of the more important conditions associated with glucosuria includes the following (discussed more fully in Chapter 28):

    1. Glucosuria without hyperglycemia
    a. Glucosuria of pregnancy (lactosuria may occur as well as glucosuria)
    b. Renal glucosuria
    c. Certain inborn errors of metabolism (Fanconi’s syndrome)
    d. After certain nephrotoxic chemicals (carbon monoxide, lead, mercuric chloride)
    2. Glucosuria with hyperglycemia
    a. Diabetes mellitus
    b. Alimentary glucosuria (hyperglycemia is very transient)
    c. Increased intracranial pressure (tumors, intracerebral hemorrhage, skull fracture)
    d. Certain endocrine diseases or hormone-producing tumors (Cushing’s syndrome, pheochromocytoma)
    e. Hyperthyroidism (occasionally)
    f. Occasionally, transiently, after myocardial infarction
    g. After certain types of anesthesia, such as ether

    The most commonly used tests for urine glucose are glucose oxidase enzyme paper dipsticks such as Clinistix, Tes-Tape, and the multiple-test strips, all of which are specific for glucose. Another widely used test is Clinitest, which, like the old Benedict’s method (rarely used today), is based on copper sulfate reduction by reducing substances and is therefore not specific for glucose or even sugar. In several reported comparisons of these tests, Tes-Tape proved most sensitive but also gave occasional false positives. Clinistix gave few false positives but sometimes gave equivocal results or missed a few positive results that Tes-Tape detected. The copper reduction tests included about 10% positive results from reducing substances other than glucose. Clinitest is a copper reduction tablet test that seemed to have median sensitivity, whereas Benedict’s method, which is a standard type of chemical procedure, was least sensitive, missing 10%-15% of tests positive by glucose oxidase, but with very few false positives apart from other reducing substances.

    Dipstick problems. Although theoretically specific and relatively sensitive, the enzyme papers are not infallible. False positive results have been reported due to hydrogen peroxide and to hypochlorites (found in certain cleaning compounds). These substances give negative copper reduction test results. Large amounts of vitamin C may produce false negative results with the glucose oxidase methods but false positive results with reducing substance methods. False negative results using Clinistix (but not Tes-Tape) have been reported from homogentisic acid (alkaptonuria), levodopa, and large doses of aspirin. Also, the enzyme papers may unaccountably miss an occasional positive result that is detected by copper sulfate reduction techniques. As with urine protein dipsticks, studies have demonstrated considerable variation in test reports by different persons on the same specimens, especially at glucose levels that are borderline between two test strip color change levels.

    Clinitest (copper reduction) false positive results are produced by sugars other than glucose (galactose, lactose) and by hemogentisic acid (alkaptonuria). Other potentially troublesome substances are p-aminosalicylic acid (PAS), methyldopa (Aldomet), heavy salicylate therapy (salicyluric acid excreted), and heavy concentrations of urates. Various beta-lactam antibiotics in large doses (especially the cephalosporins, but also the penicillins, monobactams, and carbapenems) may interfere with Clinitest interpretation by forming various colors. An important technical consideration is to keep Clinitest tablets and the enzyme papers free from moisture before use.

    Change in Clinitest methodology. The original methodology for Clinitest used five drops of urine. When urine contains large amounts of sugar, the color change typical of a high concentration may be unstable and quickly change to another color, which could be misinterpreted as an end point produced by smaller amounts of sugar (“pass-through” phenomenon). Many laboratories now use a two-drop specimen, which avoids the pass-through effect. However, the color changes that represent different concentrations of reducing substances are not the same with five drops as with two drops. Knowledge of the method used is essential for correct interpretation by the patient or the physician.

    Acetone and diacetic acid (ketone bodies)

    Ketone bodies include b-hydroxybutyric acid (BHBA), diacetic (acetoacetic) acid (DAA), and acetone. Under normal conditions, anaerobic metabolism of glucose proceeds to eventual formation of a compound called acetyl–coenzyme A, or acetyl-CoA. It can also be produced by metabolism of fatty acids. Most acetyl-CoA is used in the tricarboxylic (citric acid) metabolic cycle. However, acetyl-CoA can also enter the pathway to ketone body formation in the liver. Diacetic acid is formed initially, with the great majority being metabolized to BHBA and a small amount spontaneously decarboxylated to acetone and carbon dioxide. The major (but not the only) impetus toward increased ketone formation is either carbohydrate restriction or impaired carbohydrate metabolism. Skeletal and cardiac muscle can utilize a limited amount of DAA and BHBA as an energy source when normal glucose-derived energy is insufficient; but after a certain point, metabolic capacity is exceeded and excess ketone bodies are excreted by the kidney. However, renal excretion rate is also limited, and when ketone formation exceeds muscle utilization and renal excretory capacity, ketone bodies accumulate in the plasma, a condition known as ketosis. Normal plasma ketone composition is about 78% BHBA, 20% DAA, and 2% acetone.

    Technical methods and their drawbacks. Most chemical tests for ketones employ a nitroprusside reagent. Nitroprusside detects both DAA and acetone but not BHAA. The most commonly used product of this type is a tablet reagent formulation called Acetest. Acetest will detect concentrations of 5 mg/100 ml of DAA as well as react with acetone and can be used with serum, plasma, or urine. In addition, there is a dipstick method called Ketostix that is specific for DAA and detects 10 mg/100 ml (980 µmol/L). This method is also incorporated into certain multiple-test urine dipsticks from several manufacturers. Dipstick false positive results have been reported with levodopa, mesna, Captopril, and N-acetylcysteine. Since the concentration of DAA is several times that of acetone, and also because Acetest is only about one fifth as sensitive to acetone as it is to DAA, the dipstick tests that detect only DAA give equivalent results in urine to those of Acetest. However, the majority of literature references prefer Acetest when testing plasma or serum. The majority also recommend crushing the Acetest tablet for serum but not for urine.

    Some case reports describe instances in which the dipstick test for ketones failed to detect ketones in the plasma of certain patients with diabetic ketoacidosis. Acetest tablets were able to detect the ketones. The manufacturer states that the ketone portion of multiple-test strip dipsticks is more sensitive to effects of moisture than the other test areas and that the dipstick container lid must be replaced and fastened immediately after a test strip is removed (which is an unrealistic expectation in many laboratories). Free sulfhydride compounds (such as N-acetylcysteine used to treat acetaminophen overdose) will produce false positive reaction for ketones in tests based on nitroprusside. False positive reactions due to sulfhydride can be detected by adding glacial acetic acid to the reagent area after the reaction and seeing the reaction fade completely by 30 seconds or less.

    Interpretation of test results. Standard chemical tests for ketone bodies do not detect the small amounts in normal plasma or urine. A positive test result in both urine and plasma is uncommon and usually indicates severe excess of ketones. This is most often due to severe metabolic acidosis, of which the classic example is diabetic acidosis. Detectable urine ketones (ketonuria) with nondetectable plasma (or serum) ketones is fairly common and indicates mild or moderate over-production of ketone bodies. In one study, it was reported in 14%-28% of all hospital admission urines. Ketonuria is a classic finding in diabetic acidosis. However, ketonuria may also be found in starvation, in alcoholism, in many normal pregnancies at time of delivery, and especially in severe dehydration from many causes (vomiting, diarrhea, severe infections). In children, ketone bodies are prone to appear on what, by adult standards, would be relatively small provocation. A weakly positive urine test result for ketones is usually of little significance.

    It must be emphasized that diabetes is practically the only disease in which ketonuria has real diagnostic importance. Slight to moderate degrees of ketonuria are fairly common in certain other conditions, as mentioned earlier, but are only incidental. Serum ketone results are usually negative. In my experience, trace, 1+, and 2+ (using a scale of 0-4+) urine ketone results are rarely accompanied by positive serum ketone results, and the same was true even for some patients with 3+ ketonuria. In diabetes the presence of large amounts of urine ketones raises the question of a possible dangerous degree of diabetic ketoacidosis. In well-established diabetic ketoacidosis the serum or plasma acetone test result will usually be positive (exceptions are the rare cases of hyperosmolar coma or lactic acidosis). In fact, the quantity of plasma ketones, estimated by testing dilutions of plasma, provides some (although not an exact) indication of the severity of acidosis and the amount of insulin needed. In the urine, nitroprusside test results usually will be strongly positive. In most cases, there will be glucosuria as well as marked ketonuria. The major exception is renal insufficiency with oliguria due to severe renal disease, shock, or exceptionally severe acidosis with secondary renal shutdown, since some of these patients may be unable to filter the increased serum ketone bodies into the urine. The blood urea nitrogen (BUN) level is frequently elevated in diabetic acidosis; even so, there usually will be ketonuria. If there is any question, a plasma or serum ketone test should be done.

    In summary, the urine ketone result in severe diabetic acidosis usually is very strongly positive and the plasma ketone result is positive. However, if symptoms of diabetic acidosis are present, lack of strongly positive urine ketone results does not rule out the diagnosis if renal failure is present.

    Serum ketone quantitative measurement. Biochemical methods (usually enzymatic) are available to measure BHBA, which actually is the dominant ketone form in ketosis and provides a better estimation of severity in diabetic acidosis than DAA measurement. In early ketoacidosis, the BHBA level becomes elevated, whereas the DAA level is still normal. However, BHBA has not replaced DAA because of the ease, convenience, speed, and low cost of Acetest and the dipsticks.

    Hemoglobin (blood)

    Characteristics of test methods. Several biochemical procedures for detecting hemoglobin in urine are on the market. Some have a sensitivity of approximately 1:100,000, about that of the old benzidine method. A representative of this type is an orthotolidine reagent tablet method called Occultest. This is reported to detect fewer than five RBCs per high-power field in centrifuged urine sediment. Hematest is another tablet test with the same basic reagents but is adjusted to approximately 1:20,000 sensitivity, slightly more than the guaiac method. Experimentally, it will not reliably detect fewer than 200 RBCs per high-power field unless some of the cells have hemolyzed. It is much more sensitive to free hemoglobin, where it can detect amounts produced by hemolysis of only 25-30 RBCs per high-power field. It has been used for feces as well as urine, although at this sensitivity there is an appreciable number of false positives. A dipstick called Hemastix and the occult blood section of different multitest dipsticks are likewise based on orthotolidine but are more sensitive than the reagent tablets, detecting 0.04 mg/100 ml of hemoglobin, or, in my experience, more than two to three RBCs per high-power field of centrifuged urine sediment. There is a small but probably significant variation in sensitivity among the different dipsticks. The usefulness of these chemical tests is enhanced by their ability to detect hemoglobin even after some or all of the RBCs have disintegrated and are no longer visible microscopically. Red blood cell lysis is particularly likely to occur in alkaline or dilute urine. Failure to mix a specimen before testing could result in testing a supernate without RBCs and could yield a false negative dipstick reaction. Large doses of vitamin C interfere with the test chemical reaction and may produce a false negative result. One report indicates that providone-iodine (Betadine) can produce a false positive reaction. Contamination from vaginal secretions in the female may introduce RBCs into the specimen as an artifact. Myoglobin reacts as well as hemoglobin.

    Biochemical methods versus microscopic examination. There is disagreement in the literature as to whether the dipstick tests for hemoglobin could be used in place of microscopic examination (for RBCs) of the urine sediment. In my experience with one company’s multitest dipstick, almost all patients with microscopic findings of two or more RBCs per high-power field were detected by the dipstick. However, testing with dipstick only would not reveal abnormal numbers of squamous epithelial cells, which would raise the question of possible contamination artifact. Also, detection of urine hemoglobin or hematuria would necessitate a microscopic sediment examination for RBC casts. Etiologies of hematuria are discussed later in the section on microscopic sediment examination.

    Leukocyte esterase (white blood cells)

    A dipstick called Chemstrip-L that will detect WBCs in urine by means of hydrolysis of the reagent by esterase enzyme contained in the cytoplasm of neutrophils has been introduced. The same reagent has been incorporated into some of the multitest dipsticks. Reports indicate that the leukocyte esterase test will detect about 85%- 95% (range, 73%-99%) of patients with abnormal numbers of WBCs in centrifuged urinary sediment. The test reportedly will also detect abnormal numbers of WBCs that have lysed due to alkaline urine or other factors. The leukocyte esterase test is about 80%-90% sensitive in detecting urinary tract infection (defined as 100,000 colony-forming units/ml) compared with urine culture. When performed with the nitrite test (discussed later), sensitivity versus that of quantitative urine culture improves to about 85%-90% (range, 78%-100%). Several reports suggest false positive results due to Trichomonas organisms, but others suggest relatively little interference. In addition, leukocyte esterase will not differentiate urinary tract WBCs from WBCs added through contamination of the specimen (especially by vaginal secretions) during specimen collection.

    Nitrite

    Many bacteria produce an enzyme called reductase that can reduce urinary nitrates to nitrites. Some of the multitest dipsticks contain a reagent area that reacts with nitrite to produce a color, thus indirectly suggesting the presence of bacteria in certain quantity. Sensitivity of the nitrite test versus that of quantitative urine culture is only about 50% (range, 35%-69%). However, it can enhance the sensitivity of the leukocyte esterase test to detect urinary tract infection.

    Bile (conjugated bilirubin)

    Conjugated bilirubin is not normally detected in urine but can appear secondary to biliary tract obstruction, either extrahepatic (common duct obstruction) or intrahepatic (cholestatic liver cell injury due to such conditions as active cirrhosis or hepatitis virus hepatitis). Typically, in hepatitis virus hepatitis the urine appears dark 2 or 3 days before the patient becomes icteric and clears swiftly once skin jaundice develops.

    In pulmonary infarction, some elevation in the serum unconjugated bilirubin level may occur, but unconjugated bilirubin does not appear in urine.

    Tests for conjugated bilirubin in urine include Fouchet’s reagent, Ictotest tablets, or dipstick tests. The simple foam test (yellow foam after shaking) may be all that is necessary (false positive result may be produced by pyridium). Ictotest and the dipstick tests are based on the same chemical reaction and are fairly sensitive, detecting as little as 0.1 mg/100 ml (7.1 µmol/L). According to one report, the dipsticks detect about 70% of patients with serum conjugated bilirubin between 1.0-2.0 mg/100ml (17.1-34.2 µmol/L) and nearly all above 2.0 mg/100 ml (34.2 µmol/L). These tests are reasonably specific, but chlorpromazine may produce false positive results. If urine is allowed to stand for some time before testing, conjugated bilirubin decomposes and a false negative result may occur. Ictotest is somewhat less sensitive to this change than the dipsticks and therefore is a little less likely to become falsely negative.

    Most requests for urine bile could be questioned, since the serum bilirubin level would provide more useful information (Chapter 20).

    Urobilinogen

    Urobilinogen is produced from conjugated bilirubin by metabolic activity of bacteria in the intestine, followed by reabsorption into the bloodstream (Chapter 20). Urine urobilinogen becomes increased from either a marked increase in production secondary to increase in serum unconjugated bilirubin (usually from hemolytic processes) or because of inability of damaged liver parenchymal cells to metabolize normal amounts of urobilinogen absorbed from the intestine (usually due to cirrhosis or severe hepatitis). The metabolic pathways involved are discussed in the chapter on liver function tests.

    Tests for the presence of urobilinogen include both a standard chemistry method and a dipstick procedure, both based on Ehrlich’s reagent. Either a random urine specimen or a 24-hour specimen can be used. The 24-hour specimen must contain a preservative.

    For routine specimens, it is of great importance that the test be done within 30 minutes after voiding. Urobilinogen rapidly oxidizes in air to nondetectable urobilin, and without special preservative it will decrease significantly after 30 minutes. This unrecognized fact probably accounts for the test’s poor reputation. If the procedure cannot be done relatively soon after voiding, it is better to get a 24-hour specimen with preservative.

    Urine urobilinogen determination is rarely needed, since liver function or other tests provide more useful information.

    Urine urobilinogen methods based on Ehrlich’s reagent may also detect porphobilinogen; methods using other reagents will not.

    Microscopic examination of urinary sediment

    Urine microscopic examination is routinely done on centrifuged urinary sediment. There is no widely accepted standardized procedure for this, and the varying degrees of sediment concentration that are produced make difficult any unquestioning interpretation of quantitative reports. However, it is fairly safe to say that normally so few cellular elements are excreted that most results of examination in normal uncontaminated specimens fall within normal clinical values no matter how much the specimen is centrifuged. The majority of sources (including my experience) use a reference range of 0-2 RBCs or 0-5 WBCs per high-power field and only an occasional cast. However, there is disagreement in the literature regarding the reference range for both WBCs and RBCs. Reference ranges for WBC can be found that vary from 1 WBC per high-power field to as many as 20 WBCs per high-power field. RBC ranges are discussed in the section on hematuria investigation in Chapter 13. Some commercial systems are available for preparation of the urine sediment that can improve reproducibility.

    The main pathologic elements of urinary sediment include RBCs, WBCs, and casts. Less important elements are yeasts, crystals, or epithelial cells.

    Red blood cells. Gross urinary bleeding is usually associated with stones, acute glomerulonephritis, and tumor, although these conditions may (less often) be manifested only by microscopic hematuria. Tuberculosis traditionally has been listed as a fourth cause but is rare today. In several series, benign prostate hyperplasia and bladder or urethral infection were also frequent etiologies. There are conditions that frequently are associated with significant microscopic hematuria and occasionally approach gross bleeding. Some of the more important include bleeding and clotting disorders (e.g., purpura or anticoagulants), blood dyscrasias (including sickle cell anemia or leukemia), renal infarction, malignant hypertension, subacute bacterial endocarditis, collagen diseases (especially lupus and polyarteritis nodosa), Weil’s disease, and certain lower urinary tract conditions such as cystitis, urethritis, and prostatitis. In the female, vaginal blood or leukocytes may contaminate ordinary voided specimens; finding significant numbers of squamous epithelial cells in the urinary sediment suggests such contamination. Yeast may simulate RBCs (discussed later).

    Red blood cell casts are the most reliable way to localize the source of bleeding to the kidney. Some reports indicate that the presence of “dysmorphic RBCs” (distorted or shrunken RBCs) using ordinary microscopy, phase contrast, Wright’s stain on a sediment smear, or a Papanicolaou cytology technique is also helpful in suggesting renal origin.

    White blood cells. WBCs may originate anywhere in the urinary tract. Hematogenous spread of infection to the kidney usually first localizes in the renal cortex. Isolated cortical lesions may be relatively silent. Retrograde invasion from the bladder tends to involve calyces and medulla initially. Urinary tract obstruction is often a factor in retrograde pyelonephritis. Generally speaking, pyuria of renal origin is usually accompanied by significant proteinuria. Pyuria originating in the lower urinary tract may be associated with proteinuria, but it tends to be relatively slight.

    Urinary tract infections tend to be accompanied by bacteriuria. Tuberculosis of the kidney, besides producing hematuria, characteristically is associated with pyuria without bacteriuria. An ordinary urine culture would not reveal tuberculosis organisms. WBC casts are definite evidence that urinary WBCs originate in the kidney (discussed later); WBCs in clumps are suggestive of renal origin but are not diagnostic.

    Correlation of pyuria with urine culture. Although many physicians regard pyuria as a good screening test for urinary tract infection, false normal results are reported in approximately 25%-30% of patients (literature range 0%-87%) who have a positive quantitative urine culture result. WBC counting of uncentrifuged urine in a WBC counting chamber is reported to be more accurate than urine sediment, but very few laboratories use this technique. Abnormal numbers of WBCs are a reasonably good indicator of urinary tract infection, although reports indicate 2%-13% false positive results compared to urine culture. In females, one should take precautions to avoid artifactual increases in urine WBCs from contamination by vaginal or labial secretions. Several studies (including my own experience) have suggested female urine contamination rates as high as 30%. In any specimen it is important to perform the microscopic examination promptly (i.e., within 1 hour after voiding) or else use some method of preservation. WBCs lyse in hypotonic or alkaline urine. Some studies reported that as many as 30%-50% of specimens containing abnormal numbers of WBCs were normal after 2-3 hours of standing at room temperature.

    Casts. Casts are protein conglomerates that outline the shape of the renal tubules in which they were formed. Factors involved in cast formation include the following:

    1. pH: Protein casts tend to dissolve in alkaline medium.
    2. Concentration: Casts tend to dissolve in considerably dilute medium. Concentration also has an important role in the formation of casts; a concentrated urine favors precipitation of protein.
    3. Proteinuria: Protein is necessary for cast formation, and significant cylindruria (cast excretion) is most often accompanied by proteinuria. Proteinuria may be of varied etiology. The postrenal type is added beyond the kidneys and obviously cannot be involved in cast formation.
    4. Stasis: Stasis is usually secondary to intratubular obstruction and thus allows time for protein precipitation within tubules.

    Mechanisms of cast formation. Mechanisms of cast formation are better understood if one considers the normal physiology of urine formation. The substance filtered at the glomerulus is essentially an ultrafiltrate of plasma. In the proximal tubules, up to 85% of filtered sodium and chloride is reabsorbed, with water passively accompanying these ions. In the thick ascending loop of Henle, sodium is actively reabsorbed; however, since the membrane here is impermeable to water, an excess of water (free water) remains. As water passes along the distal tubules, some may be reabsorbed with sodium ions, and in the collecting tubules, up to 5% of the glomerular filtrate is osmotically reabsorbed due to the relatively high osmolality of the renal interstitial cells. Water reabsorption in distal and collecting tubules is under the control of antidiuretic hormone. At this point, the urine reaches its maximum concentration and proceeds to the bladder relatively unchanged. Thus, cast formation takes place ordinarily in the distal and collecting tubules, where acidification takes place and concentration reaches its height.

    Cast types. There are two main types of casts, cellular and hyaline, depending on their main constituents. Other types include fatty casts, broad casts, and hemoglobin casts.

    CELLULAR CASTS. RBCs, WBCs, desquamated renal epithelial cells, or any combination of these may be trapped inside renal tubules in a protein matrix. The cast is named for the cells inside it. This proves renal orgin of the RBCs and WBCs. (Fig. 12-1).

    Formation of casts

    Fig. 12-1 Formation of casts.

    As the cellular cast moves slowly down the nephron, the cells begin to disintegrate. Eventually, all that is left of the cells are relatively large fragments, chunks, or granules. The cellular cast has now become a coarsely granular cast. It is composed entirely of large irregular or coarse solid granules.

    If disintegration is allowed to continue, the coarse granules break down to small granules, and a relatively homogeneous finely granular cast is formed.

    The end stage of this process is the production of a homogeneous refractile material still in the shape of the tubule, known as a waxy cast. The waxy cast is translucent, without granules, and reflects light, which gives it a somewhat shiny, semisolid appearance. What stage of cast finally reaches the bladder depends on how long the cast takes to traverse the nephron and thus how long it remains in the kidney, where the forces of disintegration may work. A waxy cast thus indicates fairly severe stasis in the renal tubules.

    HYALINE CASTS. Hyaline casts are composed almost exclusively of protein alone, and they pass almost unchanged down the urinary tract. They are dull, nearly transparent, and reflect light poorly compared with waxy casts. Thus, hyaline casts are often hard to see, and the microscope condenser usually must be turned down to give better contrast.

    Sometimes cellular elements may be trapped within hyaline casts. If hyaline material still predominates, the result is considered a hyaline cast with cellular inclusions. Degenerative changes can take place similar to those of regular cellular casts, with the production of hyaline coarsely granular and hyaline finely granular casts.

    FATTY CASTS. Fatty casts are a special type of cellular cast. In certain types of renal tubular damage, fatty degeneration of the tubular epithelial cells takes place. These cells desquamate and are incorporated into casts. The epithelial cells contain fatty droplets. As the cells degenerate, the fatty droplets remain and may even coalesce somewhat. The final result is a cast composed mainly of fatty droplets and protein. Sometimes either renal epithelial cells with fatty degeneration or the remnants thereof containing fat droplets are found floating free in the urine and are called oval fat bodies.

    When oval fat bodies or fatty casts are present in significant number, the patient usually has a disease that is associated with the nephrotic syndrome, such as primary lipoid nephrosis or nephrosis secondary to Kimmelstiel-Wilson syndrome, systemic lupus, amyloid, subacute glomerulonephritis, the nephrotic stage of chronic glomerulonephritis, certain tubule poisons such as mercury, and rare hypersensitivity reactions such as those from insect bites. Oval fat bodies have essentially the same significance as fatty casts. Fat droplets have a Maltese cross appearance in polarized light but are recognized without polarized light. They can also be identified using fat stains such as Sudan IV.

    BROAD CASTS. When very severe stasis occurs regardless of the type of cast involved, cast formation may take place in the larger more distal collecting tubules, where large ducts drain several smaller collecting tubules. If this occurs, a broad cast is formed, several times wider than ordinary-sized casts. This is always indicative of severe localized tubule damage. These broad casts may be of any cast type, and due to their peculiar mode of formation they are sometimes spoken of as “renal failure casts.” This is not entirely accurate, because the kidney may often recover from that particular episode and the problem sometimes involves only part of a kidney.

    HEMOGLOBIN CASTS. Hemoglobin casts are derived from RBC casts that degenerate into granular (rarely, even waxy) material but still have the peculiar orange-red color of hemoglobin. Not all casts derived from RBCs retain this color. Strongly acid urine changes the characteristic color of hemoglobin to the nonspecific gray-brown color of acid hematin. Also, one must differentiate the brown or yellow-brown coloring derived from bile or other urine pigments from the typical color of hemoglobin.

    Significance. The significance of casts in the urine varies according to the type of cast. Fatty casts, RBC casts, and WBC casts are always significant. The only general statement one can make about ordinary hyaline or granular casts is that their appearance in significant numbers has some correlation with the factors involved in cast formation—proteinuria, concentration, and stasis. Of these, the most general correlation is with stasis, although one cannot tell whether the stasis is generalized or merely localized. It is common for showers of casts to clear dramatically once the underlying cause of their formation is corrected. On the other hand, significant numbers of casts that persist for some time despite therapeutic efforts may suggest serious intrarenal derangement. In this respect, granular casts in the late stages of development will be seen. Generally speaking, hyaline casts alone are of little practical importance and are usually only an acute, mild, and temporary phenomenon. Thus, to have any meaning, the appearance of casts must be correlated with other findings and with the clinical situation. A few hyaline or granular casts in themselves have no importance.

    Crystals. Crystals are often overemphasized in importance. They may, however, be a clue to calculus formation and certain metabolic diseases. Crystals tend to be pH dependent:

    Acid urine: uric acid, cystine, calcium oxalate.
    Alkaline urine: phosphates, as triple phosphate (magnesium ammonium phosphate), which comprises many staghorn calculi. Note: alkaline urine is most often produced by (Proteus) infection.
    Amorphous (loose finely granular) crystals: If the pH is acid, the material is urate; if the pH is alkaline, it is phosphate. Rarely one might find sulfa crystals in acid urine, since sulfadiazine is still sometimes used. Most sulfa crystals resemble needle-like structures in bunches, but this appearance can be mimicked by certain nonpathologic crystals.

    Epithelial cells. Squamous epithelial cells are useful as an index of possible contamination by vaginal secretions in females or by foreskin in uncircumcised males. I have found (unpublished study) that more than 10 squamous epithelial cells per low-power (10 Ч objective) field provide an adequate guidepost for suspicion of contamination. However, contamination (especially bacteriologic contamination) might occur without abnormal numbers of squamous cells, and the presence of abnormal numbers of squamous cells does not mean that RBCs and WBCs are present only because of contamination. The squamous cells only alert one to a definite possibility of contamination and, if abnormalities are present, suggest the desirability of a carefully collected midstream specimen. Unfortunately, however, even specimens that supposedly are collected by careful midstream voiding technique may be contaminated, especially if the patient collects the specimen without expert assistance.

    Miscellaneous microscopic sediment findings.

    Trichomonas. Female vaginal infection by the protozoan parasite Trichomonas is fairly common; it is often associated with mild proteinuria, WBCs, and epithelial cells in the urine sediment. The organism is frequently found in urine specimens, where diagnosis is greatly assisted by the organism’s motility (so a fresh specimen is essential). When nonmotile, it resembles a large WBC or small tubular epithelial cell. Fluorescent antibody methods are now available for diagnosis and are more sensitive than ordinary urine sediment examination but are relatively expensive. Trichomonas is found occasionally in the male.

    Spermatozoa. Spermatozoa may appear in the urine of males and, occasionally, in that of females.

    Yeast. Yeast is a relatively common sediment finding; the most common is Candida albicans (Monilia). Yeast cells are often misdiagnosed as RBCs. Differential points are budding (not always noticed without careful search), ovoid shape (not always pronounced), an appearance slightly more opaque and homogeneous than that of the RBC, and insolubility in both acid and alkali. If the cells are numerous and their identity is still in doubt, a chemical test for blood is recommended.

    Pitfalls in microscopic examination of urine sediment. The most common and most important mistake is failure to mix the specimen sufficiently before a portion of it is poured into a centrifuge tube for concentration of the sediment. Certain other points deserve reemphasis. If the specimen remains at room temperature for a long time, there may be disintegration of cellular elements, bacterial growth, and change toward an alkaline pH. If RBC or WBC casts are not reported, this does not mean that they are not present, since it usually takes careful and somewhat prolonged search to find them (especially RBC casts).

    Other urine tests

    Calcium. Urine can be tested for calcium with Sulkowitch reagent; it is a semiquantitative method in which results are reported as 0-4+ (normal is 1+) or as negative, moderately positive, and strongly positive. Standard clinical chemistry quantitative methods have almost entirely replaced this test. Interpretation of urine calcium is discussed in Chapter 25. Excessively concentrated or diluted urine may produce unreliable results, just as it does for protein.

    Porphobilinogen. Porphobilinogen is diagnostic of acute porphyria (episodes of abdominal crampy pain with vomiting and leukocytosis, Chapter 34). Porphobilinogen is colorless and is easily identified by rapid screening tests, such as the Watson-Schwartz procedure.

    Urinary coproporphyrins. Coproporphyrin type III excretion is increased in lead poisoning (Chapter 35) and has been used as a relatively simple screening test for that condition. However, increased coproporphyrin III is not specific for lead poisoning.

    Phenylpyruvic acid. Phenylpyruvic acid is excreted in phenylketonuria (Chapter 34). A ferric chloride test is the classic means of detection. There is a dipstick method (Phenistix) for the diagnosis of phenylketonuria that depends on the reaction between ferric ions and phenylpyruvic acid, as does the classic ferric chloride test. It is more sensitive than ferric chloride, detecting as little as 8 mg/100 ml or trace amounts of phenylpyruvic acid in urine. False positive results occur if large amounts of ketone bodies are present. Reactions will take place with salicylates, PAS, and phenothiazine metabolites, but the color is said to be different from that given by phenylpyruvic acid. The urine screening tests have become less important since neonatal blood test screening has become mandatory in many areas. It takes approximately 3-6 weeks after birth before phenylpyruvic acid becomes detectable in urine, and by that time treatment is much less effective.

    Points to remember in interpretation of urinalysis results

    1. Laboratory reports usually err in omission rather than commission (except occasionally in RBCs vs. yeast). If technicians cannot identify something, they usually do not mention it at all.
    2. Certain diagnostic findings, such as RBC casts, may not appear in every high-power (or even every low-power) field. If hematuria is present, one should look for RBC casts and, similarly, for WBC casts and other such structures in the appropriate sediment settings.
    3. If laboratory personnel know what the physician is trying to find, they usually will give more than a routine glance. Otherwise, the pressure of routine work may result in examination that is not sufficient to detect important abnormalities.
    4. In many laboratories, reports will include only items specifically requested, even when other abnormalities are grossly visible (e.g., bile).
    5. Contamination of urine by vaginal secretions in the female may introduce RBCs, WBCs, or protein into the specimen as an artifact. The presence of more than 10 squamous epithelial cells per low-power field is a warning of possible contamination. Nevertheless, abnormalities should not be dismissed on the basis of possible contamination without careful and repeated attempts to obtain a noncontaminated specimen, because contamination may be superimposed on true abnormality. In some cases this problem may necessitate expert help in specimen collection.

    One fact that should be stressed when commercial tests of any type are used is to follow all the directions exactly. Any dipstick or table method requires a certain length of time in contact with the specimen. When this is true, a quick dip-and-read technique, or, on the other hand, overly prolonged contact with the specimen, may lead to false results. Moisture may affect some of the test reagents, so the tops on reagent bottles should be replaced and tightened immediately after the dipsticks or tablets are taken out.

    Laboratory evaluation of urinary tract calculi. Laboratory evaluation consists of (1) stone mineral analysis, and (2) investigation of stone-formation etiology. Stone mineral analysis is performed by x-ray diffraction, infrared spectroscopy, optical crystallography (polarization microscopy), or some combination of these techniques. Standard chemical analysis of crushed stone material is no longer recommended, due to fragment inaccuracies, interferences, lack of sensitivity, and problems with sufficient specimen if the stone is small. There is no universally accepted standard workup protocol to investigate pathogenesis. However, the majority of investigators require both a 24-hour urine specimen and a fasting serum specimen obtained on the same day, on three separate occasions. The urine specimen should be kept on ice or in the refrigerator during collection. In the laboratory, the specimen is preserved in the refrigerator if necessary tests are performed in house; if the specimen is sent to an outside laboratory, appropriate preservatives should be added. The patient is usually on his or her regular diet (at least initially). The substances measured vary somewhat among investigators, but measurements most often include calcium, phosphate, uric acid, oxalate, urine pH, and urine volumes. Citrate and cystine are also frequently assayed.

    Representative reference ranges (24-hour urine) are as follows: calcium, <250 mg (6.24 mmol)/day on normal diet and <150 mg/(6.24 mmol)/day on low-calcium diet; uric acid, 250-800 mg (1.49-4.76 mmol)/day on normal diet and <600 mg (3.57 mmol)/day on low-purine diet; phosphate, 400-1,300 mg (12.9-42 mmol)/day; and oxalate, 10-40 mg (0.11-0.44 mmol)/day.

  • Red Blood Cell Substitutes

    Attempts have been made to find an RBC substitute that will not require crossmatching, can be stored conveniently for long periods of time, can be excreted or metabolized in a reasonable period of time, is relatively nontoxic, and can provide an adequate delivery of oxygen to body tissues and return carbon dioxide to the lungs. Thus far, no perfect answer has emerged. The current two leading candidates have been hemoglobin solutions (free of RBC stroma) and synthetic substances, of which the most promising to date are fluorocarbon compounds. However, major problems still remain. Free hemoglobin can precipitate in the tubules of the kidney or alter renal function. Another difficulty involves a generalized and a coronary artery vasoconstrictor effect. Also, free Hb can interfere with some biochemical tests. Fluorocarbons usually must be oxygenated for maximum effectiveness, most commonly by having the patient breathe 100% oxygen. Elimination of fluorocarbons from the body is fairly rapid (the half-life is about 24 hours), which sometimes would necessitate continued administration. Thus far, none of these blood substitute preparations has proved entirely successful. However, several new preparations are now in clinical trials.

  • Antibody Detection Methods

    There are two methods of detecting and characterizing antibodies: (1) the direct Coombs’ test and (2) a group of procedures that try to determine if an antibody is present, and if present, attempt to identify the antibody by showing what the antibody will do in various controlled conditions.

    Direct Coombs’ test

    To prepare reagents for the Coombs’ test, human globulin, either gamma (IgG), nongamma (IgM), or a mixture of the two, is injected into rabbits. The rabbit produces antibodies against the injected human globulin. Rabbit serum containing these antihuman globulin antibodies is known as Coombs’ serum. Since human antibodies are globulin, usually gamma globulin, addition of Coombs’ serum (rabbit antibody against human gamma globulin) to anything containinghuman antibodies will result in the combination of the Coombs’ rabbit antibody with human antibody. There also has to be some indicator system that reveals that the reaction of the two antibodies has taken place. This can be seen visually if the Coombs’ rabbit antibody has been tagged with a fluorescent dye; or if the reaction takes place on the surface of RBCs, lysis or agglutination of the RBC can be produced.

    The direct Coombs’ test demonstrates that in vivo coating of RBCs by antibody has occurred. It does not identify the antibody responsible. It is a one-stage procedure. The Coombs’ serum reagent is simply added to a preparation of RBCs after the RBCs are washed to remove nonspecific serum proteins. If the RBCs are coated with antibody, the Coombs’ reagent will attack this antibody on the RBC and will cause the RBCs to agglutinate to one another, forming clumps. The antibody on the RBC is most often univalent but sometimes is polyvalent. Although antibodies on RBCs that are detected by the direct Coombs’ test are most often antibodies to RBC blood group antigens, certain medications (e.g., methyldopa and levodopa) in some patients may cause autoantibodies to beproduced against certain RBC antigens. Also, in some cases antibodies not directed against RBC antigens can attach to RBCs, such as antibodies developed in some patients against certain medications such as penicillin or autoantibodies formed in the rheumatoid-collagen diseases or in some patients with extensive cancer. In addition, some reports indicate an increased incidence of apparently nonspecific positive direct Coombs’ reactions in patients with elevated serum gamma globulin levels.

    The reagent for the direct Coombs’ test can be either polyspecific or monospecific. The polyspecific type detects not only gamma globulin but also the C3d subgroup of complement. Complement may be adsorbed onto RBCs in association with immune complexes generated in some patients with certain conditions, such as the rheumatoid-collagen diseases and certain medications, such as quinidine and phenacetin. Monospecific Coombs’ reagents are specific either for IgG immunoglobulin (and therefore, for antibody) or for complement C3d. If the polyspecific reagent produces a positive result, use of the monospecific reagents (plus elution techniques discussed later) can narrow down the possible etiologies.

    The direct Coombs’ test may be done by either a test tube or a slide method. The direct Coombs’ test must be done on clotted blood and the indirect Coombs’ test on serum, since laboratory anticoagulants may interfere. A false positive direct Coombs’ test result may be given by increased peripheral blood reticulocytes using the test tube method, although the slide technique will remain negative. Therefore, one should know which method the laboratoryuses for the direct Coombs’ test.

    In summary, positive direct Coombs’ test results can be due to blood group incompatibility, may be drug induced, may be seen after cardiac valve operations, and may appear in rheumatoid-collagen diseases, malignancy, idiopathic autoimmune hemolytic anemia, and other conditions. The overall incidence of a positive direct Coombs’ test result in hospitalized patients is reported to be about 7%-8% (range, 1%-15%).

    The main indications for the direct Coombs’ test include the following (most are discussed later in detail):

    1. The diagnosis of hemolytic disease of the newborn.
    2. The diagnosis of hemolytic anemia in adults. These diseases include manyof the acquired autoimmune hemolytic anemias of both idiopathic and secondary varieties. Results of the direct Coombs’ test at normal temperatures are usually negative with cold agglutinins.
    3. Investigation of hemolytic transfusion reactions.

    In these clinical situations the indirect Coombs’ test should not be done if the direct test result is negative, since one is interested only in those antibodies that are coating the RBCs (and thus precipitating clinical disease).

    Antibody detection and identification

    Indirect Coombs’ test. The indirect Coombs’ test is a two-stage procedure. The first stage takes place in vitro and may be done in either of two ways:

    1. RBCs of known antigenic makeup are exposed to serum containing unknown antibodies. If the antibody combines with the RBCs, as detected by the second stage, this proves that circulating antibody to one or more antigens on the RBC is present. Since the RBC antigens are known, this may help to identify that antibody more specifically.
    2. Serum containing known specific antibody is exposed to RBCs of unknown antigenic makeup. If the antibody combines with the RBCs, as detected by the second stage, this identifies the antigen on the RBCs.

    The second stage consists in adding Coombs’ serum to the RBCs after the RBCs have been washed to remove nonspecific unattached antibody or proteins. Ifspecific antibody has coated the RBCs, Coombs’ serum will attack this antibody and cause the cells to agglutinate. The second stage is thus essentially adirect Coombs’ test done on the products of the first stage.

    Therefore, the indirect Coombs’ test can be used either to detect free antibody in a patient’s serum or to identify certain RBC antigens, depending on how the test is done.

    The major indications for the indirect Coombs’ test are the following:

    1. Detection of certain weak antigens in RBCs, such as Du or certain RBC antigens whose antibodies are of the incomplete type, such as Duffy or Kidd (see antibody screen).
    2. Detection of incomplete antibodies in serum, either for pretransfusion screening or for purposes of titration.
    3. Demonstration of cold agglutinin autoantibodies.

    The indirect Coombs’ test is almost never needed routinely. In most situations, such as cold agglutinins or antibody identification, simply ordering atest for these substances will automatically cause an indirect Coombs’ test to be done. The indirect Coombs’ test should be thought of as a laboratory technique rather than as an actual laboratory test.

    False positives and false negatives may occur with either the direct or indirect Coombs’ technique due to mixup of patient specimens, clerical error when recording results, technical error (too much or not enough RBC washing; also failure to add reagents or adding the wrong reagent), contamination by 5% or 10% glucose in water (but not glucose in saline) from intravenous tubing, and, rarely, use of faulty commercial Coombs’ reagent.

    Antibody elution. When a direct Coombs’ test yields positive results, especially when thecause is thought to be a blood group–specific antibody, it is desirable to attempt elution (removal or detachment) of the antibody from the RBC to determine the antigen against which it is reacting. This is usually done by changing the physical conditions surrounding the antibody to neutralize the attachment forces. The most common current methods are heat, freeze-thaw, and chemical. Once the antibody is isolated from the RBCs, it can be tested with a panel of RBCs containing known antigens to establish its identity.

  • Polycythemia

    Polycythemia is an increase in the total blood RBCs over the upper limit of the reference range. This usually entails a concurrent increase in hemoglobin and hematocrit values. Since various studies disagree somewhat on the values that should be considered the upper limits of normal, partially arbitrary criteria are used to define polycythemia. A hemoglobin level more than 18 gm/100 ml (180 g/L) for men and 16 gm/100 ml (160 g/L) for women, with a hematocrit of more than 55% for men and 50% for women are generally considered consistent with polycythemia.

    Polycythemia may be divided into three groups: primary (polycythemia vera), secondary, and relative.

    Polycythemia vera has sometimes been included with CML and AMM as a myeloproliferative disease. Polycythemia vera is most frequent in persons between ages 40 and 70 years. Splenomegaly occurs in 60%-90% of patients and is more common in those with leukocytosis. Hepatomegaly is less frequent but still common (40%-50%). Polycythemia vera is reported to progress to myelofibrosis with myeloid metaplasia in about 20%-25% (range, 15%-30%) of cases, usually in 5-15 years. Five percent to 6% of polycythemia vera cases terminate in acute leukemia; this is more frequent after therapy with radioactive phosphorus (average, 10%-20% of cases) or after chlorambucil chemotherapy. The incidence of acute leukemia after phlebotomy therapy is not known with certainty but is believed to be considerably less than that associated with radioactive phosphorus. Clinically, there is an increased incidence of peptic ulcer and gout and a definite tendency toward the development of venous thrombosis.

    Laboratory picture.— In classic cases, peripheral blood WBC counts and platelets are also increased with the RBC counts; however, this is not always found. The peripheral blood WBC count is more than 10,000/mm3 (10 x 109/L) in 50%-70% of the cases. About 20%-30% of patients have leukocytosis of more than 15,000/mm3 with relatively mature forms; about 10% have leukocytosis of more than 15,000/mm3 with a moderate degree of neutrophil immaturity (myelocytes and metamyelocytes present). Platelets are elevated in about 25% of cases. There may be small numbers of polychromatophilic RBCs in the peripheral blood, but these are not usually prominent. Bone marrow aspirates usually show marrow hyperplasia with an increase in all three blood element precursors—WBCs, RBCs, and megakaryocytes and with absent marrow iron. A marrow section is much more valuable than marrow smears to demonstrate this. The serum uric acid level is elevated in up to 40% of cases due to the increased RBC turnover.

    The classic triad of greatly increased RBC mass (hemoglobin and hematocrit levels), leukocytosis with thrombocytosis, and splenomegaly makes the diagnosis obvious. However, the hemoglobin and hematocrit values are often only moderately elevated, and one or both of the other features may be lacking. The problem then is to differentiate between polycythemia vera and the other causes of polycythemia.

    True polycythemia refers to an increase in the total RBC mass (quantity). Relative polycythemia is a term used to describe a normal total RBC mass that falsely appears increased due to a decrease in plasma volume. Dehydration is the most common cause of relative polycythemia; in most cases, the hematocrit value is high-normal or only mildly increased, but occasionally it may be substantially elevated. In simple dehydration, the values of other blood constituents, such as the WBCs, electrolytes, and blood urea nitrogen, also tend to be (falsely) elevated. The most definitive test is a blood volume study (Chapter 10), which will demonstrate that the RBC mass is normal. Stress polycythemia (Gaisbьck’s syndrome) also is a relative polycythemia due to diminished plasma volume. Most persons affected are middle-aged men; there is a strong tendency toward mild degrees of hypertension, arteriosclerosis, and obesity.

    Secondary polycythemia is a true polycythemia, but, as the name implies, there is a specific underlying cause for the increase in RBC mass. The most common cause is either hypoxia (due to chronic lung disease but sometimes to congenital heart disease or life at high altitudes) or heavy cigarette smoking (“smoker’s polycythemia,” due to carboxyhemoglobin formation). In some cases associated with heavy smoking the RBC mass is within reference limits but the plasma volume is reduced, placing this group into the category of relative polycythemia. Cushing’s syndrome is frequently associated with mild, sometimes moderate, polycythemia. A much less common cause is tumor, most frequently renal carcinoma (hypernephroma) and hepatic carcinoma (hepatoma). The incidence of polycythemia is 1%-5% in renal carcinoma and 3%-12% in hepatoma. The rare tumor cerebellar hemangioblastoma is associated with polycythemia in 15%-20% of cases. There are several other causes, such as marked obesity (Pickwickian syndrome), but these are rare.

    Laboratory tests useful to differentiate secondary and relative polycythemia from polycythemia vera

    1. Blood volume measurements (RBC mass plus total blood volume) can rule out relative polycythemia. In relative polycythemia there is a decreased total blood volume (or plasma volume) and a normal RBC mass.
    2. Arterial blood oxygen saturation studies frequently help to rule out hypoxic (secondary) polycythemia. Arterial oxygen saturation should be normal in polycythemia vera and decreased in hypoxic (secondary) polycythemia. Caution is indicated, however, since patients with polycythemia vera may have some degree of lowered PO2 or oxygen saturation from a variety of conditions superimposed on the hematologic disease. In smoker’s polycythemia, arterial blood oxygen saturation measured directly by a special instrument is reduced, but oxygen saturation estimated in the usual way from blood gas data obtained by ordinary blood gas analysis equipment is normal. In heavy smokers with polycythemia, a blood carboxyhemoglobin assay may be useful if arterial oxygen saturation values are within reference limits. A carboxyhemoglobin level more than 4% is compatible with smoker’s polycythemia (although not absolute proof of the diagnosis).
    3. Leukocyte alkaline phosphatase is elevated in approximately 90% of patients with polycythemia vera; the elevation occurs regardless of the WBC count. Elevated LAP is unlikely in other causes of polycythemia unless infection or inflammation is also present.
    4. Bone marrow aspiration or biopsy is often useful, as stated earlier. If aspiration is performed, a marrow section (from clotted marrow left in the syringe and fixed in formalin or Bouin-type fixatives, then processed like tissue biopsy material) is much better than marrow smears for this purpose. However, even bone marrow sections are not always diagnostic. In one study, about 5% of patients had normal or slightly increased overall marrow cellularity in conjunction with normal or only slightly increased numbers of megakaryocytes.
    5. Erythropoietin hormone assay may be needed in a few equivocal cases (in most instances this would not be necessary). In polycythemia vera, erythropoietin levels are decreased, whereas in relative or secondary polycythemia, erythropoietin levels are normal or increased.
    6. An elevated serum uric acid level without other cause favors the diagnosis of polycythemia vera, since secondary polycythemia is associated with normal uric acid values. However, since uric acid is normal in many cases of polycythemia vera, a normal value is not helpful.

  • Leukemoid Reaction

    Leukemoid reaction is an abnormally marked granulocytic response to some bone marrow stimulus, most commonly infection. Leukemoid reaction is basically the same process as an ordinary leukocytosis except in the degree of response. The expected peripheral blood WBC count response is even more marked than usual and may reach the 50,000-100,000/mm3 (50-100 x 109/L) range in some cases. Instead of the mild degree of immaturity expected, which would center in the band neutrophil stage, the immature tendency (“shift to the left”; see Chapter 6) may be extended to earlier cells, such as the myelocyte. The bone marrow may show considerable myeloid hyperplasia with unusual immaturity. However, the number of early forms in either the peripheral blood or bone marrow is not usually as great as in classic CML. There is no basophilia, although the increased granulation often seen in neutrophils during severe infection (“toxic granulation”) is sometimes mistaken for basophilia. The bone marrow in leukemoid reaction is moderately hyperplastic and may show mild immaturity but, again, is not quite as immature as in CML. Splenomegaly and lymphadenopathy may be present in a leukemoid reaction due to the underlying infection, but the spleen is usually not as large as in classic CML.

    One other phenomenon that could be confused with CML is the so-called leukoerythroblastic marrow response (Chapter 6) seen with moderate frequency in widespread involvement of the bone marrow by metastatic cancer and occasionally in diseases such as severe hemolytic anemia, severe hemorrhage, and septicemia. Anemia is present, and both immature WBCs and nucleated RBCs appear in the peripheral blood.

  • Hemolytic Anemias Due to Extracorpuscular Agents

    Anemias due to isoagglutinins (isoantibodies)

    These anemias are hemolytic reactions caused by antibodies within the various blood group systems. The classification, symptomatology, and diagnostic procedures necessary for detection of such reactions and identification of the etiology are discussed in Chapter 9 and Chapter 11.

    Anemias due to autoagglutinins (autoantibodies)

    Autoagglutinins are antibodies produced by an individual against certain of his or her own body cells. This discussion concerns autoantibodies produced against his or her own RBCs. The anemia associated with this condition has been called autoimmune hemolytic anemia or acquired hemolytic anemia.
    Autoantibodies of the autoimmune hemolytic anemias form two general categories: those that react best in vitro above room temperature (37°C, warm autoantibodies) and those that react best in vitro at cold temperatures (cold autoantibodies or cold agglutinins). For each type there are two general etiologies, idiopathic and secondary to some known disease.

    Warm autoantibodies are IgG antibodies usually directed against Rh antigens on the RBC membrane. They comprise about 50%-70% of Coombs’-positive autoantibodies. The presence of the autoantibody and the RBC antigen against which it reacts can often (not always) be proven by detaching (eluting) the antibody from affected RBC. Clinical disease from warm autoantibodies is more frequent than clinical abnormality from cold autoantibodies, and the idiopathic variety is twice as frequent as that secondary to known disease. Clinically, anemia due to warm-reacting autoantibodies appears at any age and may be either chronic or acute. When chronic, it is often low grade. When acute, it is often severe and fatal. The laboratory signs are those of any hemolytic anemia and depend on the degree of anemia. Thus, there are varying degrees of reticulocyte elevation. The direct Coombs’ test result is usually, although not always, positive. Most patients have spherocytes in peripheral blood, especially if the anemia is acute; and splenomegaly is frequent.

    Cold agglutinins are IgM antibodies usually directed against the I antigen on RBC membranes. These comprise about 15%-30% of Coombs’-positive autoantibodies. Complement can often be detected on affected RBC but no antibody usually can be eluted. Clinical disease from cold-reacting agglutinins is seen much less frequently than hemolytic disease from warm-reacting autoantibodies. Cold agglutinin disease is seen predominantly in adults, particularly in the elderly. The most common cause of symptomatic hemolytic anemia induced by cold agglutinins is mycoplasma infection. After mycoplasma-induced disease, the idiopathic and the secondary forms occur in nearly equal incidences. Clinically, the disease is often worse in cold weather. Raynaud’s phenomenon is common. Splenomegaly is not common. Laboratory abnormalities are not as marked as in the warm autoantibody type, except for a usually positive direct Coombs’ test result, and the anemia tends to be less severe. The reticulocyte count is usually increased but often only slightly. Spherocytes are more often absent than present. WBCs and platelets are usually normal unless altered by underlying disease. However, exceptions to these statements may occur, with severe hemolytic anemia present in all its manifestations. As noted in the discussion of mycoplasma pneumonia (Chapter 14), cold agglutinins may occur in many normal persons but only in titers up to 1:32. In symptomatic anemia due to cold agglutinins the cold agglutinin titer is almost always more than 1:1,000.

    Paroxysmal cold hemoglobinuria (PCH)

    Paroxysmal cold hemoglobinuria is a rare syndrome in which an antibody (Donath-Landsteiner antibody) of the IgG class binds to and sensitizes RBCs at cold temperatures and then produces complement-activated RBC lysis at warmertemperatures. PCH comprises about 2%-5% of Coombs’-positive autoantibodies, much more common in children than in adults. Paroxysmal cold hemoglobinuria was originally associated with syphilis, but more cases occur idiopathically or following viral infection than from syphilis. Hemoglobinuria is produced after patient exposure to cold temperatures and may be accompanied by back or leg pain, chills, and cramps, similar to symptoms of hemolytic transfusion reaction. The IgG-specific Coombs’ reagent produces positive direct Coombs’ test results at cold temperatures and Coombs’ reagents containing non-gamma non-IgG-specific antibody (sometimes called broad-spectrum Coombs’ reagent) produce positive direct Coombs’ test results at the usual Coombs’ test temperature of 37°C. The major diagnostic procedure for paroxysmal cold hemoglobinuria is the Donath-Landsteiner test, in which the development of hemolysis in patient and normal blood is compared at cold temperature.

    Secondary acquired autoimmune hemolytic anemia

    The causes of acquired hemolytic anemia of the secondary type, either warm or cold variety, can be divided into three main groups. The first group in order of frequency is leukemia and lymphoma; most often chronic lymphocytic leukemia, to a lesser extent lymphocytic lymphoma, and occasionally Hodgkin’s disease. The second group in order of frequency is collagen disease, notably lupus erythematosus. The third group is a miscellaneous collection of systemic diseases in which overtly hemolytic anemia rarely develops but may do so from time to time. These diseases include viral infections, severe liver disease, ovarian tumors, and carcinomatosis. It should be emphasized that in all three disease groups, anemia is a common or even frequent finding, but the anemia is usually not hemolytic, at least not of the overt or symptomatic type.

    Drug-induced hemolytic anemia

    Drug-induced hemolytic anemia is sometimes included with the autoimmune hemolytic anemias. However, in most cases antibodies are formed primarily against the drug, and action against the RBC is secondary to presence of the drug on the RBC surface. These cause about 10%-20% of Coombs’-positive autoantibodies. There are four basic mechanisms proposed, as follows:

    1.
    Combination of the drug with antidrug antibody to form an immune complex that is adsorbed onto RBCs, often activating complement. Quinidine is the best-known drug of this type. The antiquinidine antibody is of the IgM class.
    2.
    Binding of the drug to the RBC membrane and acting as a hapten. Penicillin (in very large doses, і10 million units/day for 7 days or more) is the major drug of this type, although abnormality develops in fewer than 3% of these cases.
    3.
    Nonspecific coating of RBC by drug with absorption of various proteins. The antibiotic cephalothin has been shown to act by this mechanism. A positive direct Coombs’ test result is produced by antibodies against proteins absorbed onto the cell or onto cephalothin. There is no hemolysis, however. Cephalothin may occasionally act as a hapten and in these cases may be associated with hemolytic anemia.
    4.
    Unknown mechanism. a-Methyldopa is the predominant drug of this type and may be the most common agent associated with drug-induced hemolytic anemia. The antimethyldopa antibody is of the IgG class and usually has Rh group specificity. Besides coating of RBCs, a-methyldopa–treated patients may have circulating autoantibodies demonstrated by an indirect Coombs’ test, which is unusual for other drugs. Patients taking a-methyldopa may also develop a syndrome resembling systemic lupus erythematosus, with antinuclear antibodies and lupus erythematosus cells (Chapter 23). Up to 25% of patients (literature range 10%-36%) develop a positive direct Coombs’ test, and about 1% (literature range 0%-5%) develop hemolytic anemia. The direct Coombs’ test result remains positive 1-24 months after the end of therapy.

    Laboratory investigation of possible drug-induced hemolytic anemia is usually difficult for the ordinary laboratory. The procedure usually involves washing off (eluting) the antibody from the RBC, if possible, and trying to determine whether the antibody has specificity against drug-coated RBCs rather than normal RBCs.

    Traumatic (microangiopathic) hemolytic anemia

    This category includes several diseases that produce hemolytic anemia with many schistocytes, the schistocytes being formed through some kind of trauma. Representative conditions are disseminated intravascular coagulation and thrombotic thrombocytopenic purpura (in which RBCs strike fibrin clots in small vessels), the hemolytic-uremic syndrome (thrombi in renal glomerular capillaries and small vessels), the cardiac prosthesis syndrome (in which RBCs are damaged while passing through the artificial heart valve), and hemolytic anemia associated with vascular grafts and some long-term indwelling catheters. The same type of hemolytic anemia may be found in a few patients with malignancy (most commonly gastric carcinoma), in Zieve’s syndrome associated with cirrhosis, in the first few hours after extensive severe burns, and in Clostridium welchii septicemia. As noted in Chapter 2, schistocytes can be found in smaller numbers in other conditions. Microangiopathic hemolytic anemia is discussed in greater length in Chapter 8.

    Paroxysmal nocturnal hemoglobinuria (PNH)

    Patients with paroxysmal nocturnal hemoglobinuria (PNH) develop an acquired blood cell membrane defect in which RBCs, WBCs, and platelets demonstrate abnormal sensitivity to the effect of activated serum complement. This is manifest by hemolytic anemia, granulocytopenia, and thrombocytopenia. Not all patient RBCs have the same degree of abnormality, and resistance to lysis varies from relatively normal to markedly abnormal. It is often associated with aplastic anemia and is said to develop in 5%-10% of these patients without regard to the cause of the marrow depression (with the exception that PNH is not associated with radiation marrow damage). It may appear either at the beginning of aplasia, during the aplastic period, or during recovery. About 50% of cases develop without prior evidence of aplastic marrow. It may also develop in some patients with erythroleukemia, myelofibrosis, or refractory anemia.

    RBCs that are abnormally sensitive to complement have markedly decreased acetylcholinesterase levels, but this is not thought to be the cause of the defect in PNH.

    Paroxysmal nocturnal hemoglobinuria most often affects young or middle-aged adults, with the usual age range being 10-60 years. The disease presents as hypoplastic anemia in about 25% of cases, as an episode of abdominal pain in about 10%, and with hemoglobinuria in about 50%. Clinically, there is a chronic hemolytic anemia, with crisis episodes of hemoglobinuria occurring most often at night. However, hemoglobinuria is present at disease onset only in about 50% of cases. Another 20% develop it within 1 year, and eventually it occurs in more than 90% of patients. Anemia is usually of moderate degree except during crisis, when it may be severe. A crisis is reflected by all the usual laboratory parameters of severe hemolysis, including elevated plasma hemoglobin levels. No spherocytosis or demonstrable antibodies are present. The disease gets its name because hemoglobinuric episodes turn urine collected during or just after sleep to red or brown due to large amounts of hemoglobin. Urine formed during the day is clear. Stimuli known to precipitate attacks in some patients include infections, surgery, and blood transfusion.

    Laboratory findings. In addition to anemia, leukopenia (granulocytopenia) is present in about 50% of patients, and some degree of thrombocytopenia is present in about 70%. This is in contrast to most other hemolytic anemias, in which hemolysis usually provokes leukocytosis. The MCV is elevated in about 83%, normal in about 13%, and decreased in about 5%. The reticulocyte count is elevated in about 90%. Loss of iron in the urine (in the form of hemoglobin and hemosiderin) leads to chronic iron deficiency in some patients. For some reason the kidney in PNH is not damaged by the hemoglobin or by renal tubular cell deposition of hemosiderin.

    Venous thrombosis is frequent in PNH, and patients have a considerably increased tendency toward infection (predominantly lung and urinary tract). There may be episodes of abdominal pain related to venous thrombosis.

    Tests for paroxysmal nocturnal hemoglobinuria. A good screening test is a urine hemosiderin examination. However, a positive urine hemosiderin value may be obtained in many patients with chronic hemolytic anemia of various types and also may be produced by frequent blood transfusions, especially if these are given over periods of weeks or months. A much more specific test is the acid hemolysis (Ham) test. The RBCs of PNH are more susceptible to hemolysis in acid pH. Therefore, serum is acidified to a certain point that does not affect normal RBCs but will hemolyze the RBCs of PNH. Another widely used procedure is the sugar-water (sucrose hemolysis) test, which is easier to perform than the Ham test and may be more sensitive. It is based on evidence that RBCs in PNH are more susceptible to hemolysis in low ionic strength media than normal RBCs. Many laboratories screen with the sugar-water test and confirm a positive result with the Ham test. The sugar-water test is apt to produce more weak positive reactions in patients who do not have verifiable PND than does the Ham test. In my experience (also reported by others) there occasionally is discrepancy between results of the sugar-water test and the Ham test in the same patient, resulting in diagnostic problems.

    Hemolytic anemia due to toxins

    Chemical. Lead poisoning is the most frequent cause in this group. Ingestion of paint containing lead used to be frequent in children and still happens occasionally. Auto battery lead, gasoline fumes, and homemade whiskey distilled in lead-containing apparatus are the most common causes in adults. It takes several weeks of chronic exposure to develop symptoms unless a large dose is ingested. The anemia produced is most often mild to moderate, and the usual reason for seeking medical treatment is development of other systemic symptoms, such as convulsions from lead encephalopathy, abdominal pain, or paresthesias of hands and feet. The anemia is more often hypochromic but may be normochromic; it is usually normocytic. Basophilic stippling of RBCs is often very pronounced and is a classic diagnostic clue to this condition. Basophilic stippling may occur in any severe anemia, especially the hemolytic anemias, but when present to an unusual degree should suggest lead poisoning unless the cause is already obvious. The stippled cells are reticulocytes, which, for some unknown reason, appear in this form in these patients. However, in some patients, basophilic stippling is minimal or absent. Tests useful in lead poisoning for screening purposes or for diagnosis are discussed in Chapter 35.

    Other chemicals were mentioned in the discussion of G-6-PD deficiency anemia. Benzene toxicity was discussed in the section on hypoplastic bone marrow anemias. Other chemicals that often produce a hemolytic anemia if taken in sufficient dose include naphthalene, toluene, phenacetin, and distilled water given intravenously. Severe extensive burns often produce acute hemolysis to varying degrees.

    Bacterial. Clostridium welchii septicemia often produces a severe hemolytic anemia with spherocytes. Hemolytic anemia is rarely seen with tuberculosis. The anemia of infection is usually not overtly hemolytic, although there may be a minor hemolytic component (not demonstrable by the usual laboratory tests).

    Hemolytic anemia due to parasites

    Among hemolytic anemias due to parasites, malaria is by far the most frequent. It must be considered in persons who have visited endemic areas and who have suggestive symptoms or no other cause for their anemia. The diagnosis is made from peripheral blood, best obtained morning and afternoon for 3 days. Organisms within parasitized RBCs may be few and often are missed unless the laboratory is notified that malaria is suspected. A thick-drop special preparation is the method of choice for diagnosis. With heavy infection, the parasites may be identified on an ordinary (thin) peripheral blood smear. A hemolytic anemia is produced with the usual reticulocytosis and other laboratory abnormalities of hemolysis. Most patients have splenomegaly. Bartonella infection occurs in South America, most often in Peru. This is actually a bacterium rather than a parasite, but in many textbooks it is discussed in the parasite category. The organisms infect RBCs and cause hemolytic anemia clinically similar to malaria. Babesiosis is an uncommon protozoan infection of RBC similar in some respects to malaria. This condition is discussed in Chapter 18.

    Hypersplenism

    Hypersplenism is a poorly understood entity whose main feature is an enlarged spleen associated with a deficiency in one or more blood cell elements. The most common abnormality is thrombocytopenia, but there may be a pancytopenia or any combination of anemia, leukopenia, and thrombocytopenia. Hypersplenism may be primary or, more commonly, secondary to any disease that causes splenic enlargement. However, splenic enlargement in many cases does not produce hypersplenism effects. Portal hypertension with secondary splenic congestion is the most common etiology; the usual cause is cirrhosis. If anemia is produced in hypersplenism, it is normocytic and normochromic without reticulocytosis. Bone marrow examination in hypersplenism shows either mild hyperplasia of the deficient peripheral blood element precursors or normal marrow.

    Several mechanisms have been proposed to explain the various effects of hypersplenism. To date, the weight of evidence favors sequestration in the spleen. In some cases, the spleen may destroy blood cells already damaged by immunologic or congenital agents. In some cases, the action of the spleen cannot be completely explained.

  • Laboratory Tests in Hemolytic Anemias

    Certain laboratory tests are extremely helpful in suggesting or demonstrating the presence of hemolytic anemia. Which tests give abnormal results, and to what degree, depends on the severity of the hemolytic process and possibly on its duration.

    Reticulocyte count. Reticulocyte counts are nearly always elevated in moderate or severe active hemolytic anemia, with the degree of reticulocytosis having some correlation with the degree of anemia. The highest counts appear after acute hemolytic episodes. Hemolytic anemia may be subclinical, detected only by RBC survival studies, or more overt but of minimal or mild intensity. In overt hemolytic anemia of mild intensity the reticulocyte count may or may not be elevated. Studies have found reticulocyte counts within reference range in 20%-25% of patients with hemolytic anemia, most often of the idiopathic autoimmune type. In one study of 35 patients with congenital spherocytosis, reticulocyte counts were normal in 8.5% of patients; and in one study of patients with thalassemia minor, reticulocyte counts were less than 3% in one half of the patients. Nevertheless, the reticulocyte count is a valuable screening test for active hemolytic anemia, and reticulocyte counts of more than 5% should suggest this diagnosis. Other conditions that give similar reticulocyte response are acute bleeding and deficiency anemias after initial treatment (sometimes the treatment may be dietary only). It usually takes 2 to 3 days after acute hemolysis or bleeding for the characteristic reticulocyte response to appear, and occasionally 4 or 5 days if the episode is relatively mild.

    Lactic dehydrogenase. Total serum lactic dehydrogenase (LDH) consists of a group of enzymes (isoenzymes) that appear in varying amounts in different tissues. The electrophoretically fast-migrating fraction LDH-1 is found in RBCs, myocardial muscle fibers, and renal cortex cells. RBC hemolysis releases LDH-1, which elevates LDH-1 values and usually increases total LDH values. The LDH measurement is a fairly sensitive screening test in hemolytic disease, probably as sensitive as the reticulocyte count, although some investigators believe that LDH results are too inconsistent and unreliable in mild disease. Other conditions that increase LDH-1 levels include artifactual hemolysis from improper venipuncture technique or specimen handling, megaloblastic anemia, and acute myocardial infarction. In addition, the total LDH value may be elevated due to an increase in one of the other LDH isoenzymes, especially the liver fraction. Therefore, nonspecificity has limited the usefulness of total LDH values in the diagnosis of hemolytic anemia. The LDH-1 assay is more helpful. A normal total LDH value, however, would assist in ruling out hemolytic anemia if the degree of anemia were substantial. The LDH-1/LDH-2 ratio is reported to be reversed in about 60% of patients with hemolytic anemia when the lab uses electrophoresis on cellulose acetate and may or may not occur using agarose gel, depending on the method. According to one study, reversed LDH-1/LDH-2 ratio is more likely to occur in hemolytic episodes if there is a substantial degree of reticulocytosis.

    Serum haptoglobin. Haptoglobin is an alpha-2 globulin produced by the liver that binds any free hemoglobin released into the blood from intravascular or extravascular RBC destruction. Haptoglobin can be estimated in terms of haptoglobin-binding capacity or measured by using antihaptoglobin antibody techniques (Chapter 11). Under ordinary conditions a decreased serum haptoglobin level suggests that hemolysis has lowered available haptoglobin through binding of free hemoglobin. Total haptoglobin levels decrease within 8 hours after onset of hemolysis.

    The usefulness of serum haptoglobin levels in the diagnosis of hemolytic conditions is somewhat controversial, although the haptoglobin level is generally considered to have a sensitivity equal to or better than that of the reticulocyte count. The actual sensitivity for minimal or mild hemolytic disease is not well established. There are reports that haptoglobin values may be normal in 10%-20% of cases. Serum haptoglobin levels have been used to differentiate reticulocytosis due to hemolytic anemia from reticulocytosis due to acute bleeding or iron deficiency anemia under therapy. However, some reports indicate that occasionally haptoglobin levels may be mildly decreased in patients with iron deficiency anemia not known to have hemolytic anemia. Most patients with megaloblastic anemia have decreased haptoglobin levels. Haptoglobin levels also may be decreased in severe liver disease, from extravascular hematomas (due to absorption of hemoglobin into the vascular system), and with estrogen therapy or pregnancy. Congenital absence of haptoglobin occurs in approximately 3% of African Americans and about 1% (range, less than 1%-2%) of Europeans. About 80%-90% of newborns lack haptoglobin after the first day of life until 1-6 months of age. Haptoglobin is one of the “acute-phase reaction” serum proteins that are increased in conditions such as severe infection, tissue destruction, acute myocardial infarction, and burns, and in some patients with cancer; these conditions may increase the haptoglobin level sufficiently to mask the effect of hemolytic anemia or a hemolytic episode.

    Plasma methemalbumin. After the binding capacity of haptoglobin is exhausted, free hemoglobin combines with albumin to form a compound known as methemalbumin. This can be demonstrated with a spectroscope. The presence of methemalbumin means that intravascular hemolysis has occurred to a considerable extent. It also suggests that the episode was either continuing or relatively recent, because otherwise the haptoglobins would be replenished and would once again take over the hemoglobin removal duty from albumin.

    Free hemoglobin in plasma or urine. Circulating free hemoglobin occurs when all of the plasma protein-binding capacity for free hemoglobin is exhausted, including albumin. Normally there is a small amount of free hemoglobin in the plasma, probably because some artifactual hemolysis is unavoidable in drawing blood and processing the specimen. This is less when plasma is used instead of serum. If increased amounts of free hemoglobin are found in plasma, and if artifactual hemolysis due to poor blood-drawing technique (very frequent, unfortunately) can be ruled out, a relatively severe degree of intravascular hemolysis is probable. Marked hemolysis is often accompanied by free hemoglobin in the urine (hemoglobinuria). In chronic hemolysis, the urine may contain hemosiderin, located in urothelial cells or casts.

    Direct Coombs’ test. This test is helpful when a hemolytic process is suspected or demonstrated. It detects a wide variety of both isoantibodies and autoantibodies that have attached to the patient’s RBCs (see Chapter 9). The indirect Coombs’ test is often wrongly ordered in such situations. The indirect Coombs’ test belongs to a set of special techniques for antibody identification and by itself is usually not helpful in most clinical situations. If antibody is demonstrated by the direct Coombs’ test, an antibody identification test should be requested. The laboratory will decide what techniques to use, depending on the situation.

    Serum unconjugated (indirect-acting) bilirubin. The serum unconjugated bilirubin level is often elevated in hemolysis of at least moderate degree. Slight or mild degrees of hemolysis often show no elevation. The direct-acting (conjugated) fraction is usually elevated to less than 1.2 mg/100 ml (2.05 µmol/L) and less than 30% of total bilirubin unless the patient has coexisting liver disease. Except in blood bank problems, serum bilirubin is not as helpful in diagnosis of hemolytic anemias as most of the other tests and often shows equivocal results.

    Red blood cell survival studies. RBC survival can be estimated in vivo by tagging some of the patient’s RBCs with a radioactive isotope, such as chromium 51, drawing blood samples daily for isotope counting, and determining how long it takes for the tagged cells to disappear from the circulation. Survival studies are most useful to demonstrate low-grade hemolytic anemias, situations in which bone marrow production is able to keep pace with RBC destruction but is not able to keep the RBC count at normal levels. Low-grade hemolysis often presents as anemia whose etiology cannot be demonstrated by the usual methods. There are, however, certain drawbacks to this procedure. If anemia is actually due to chronic occult extravascular blood loss, radioisotope-labeled RBCs will disappear from the circulation by this route and simulate decreased intravascular survival. A minor difficulty is the fact that survival data are only approximate, because certain technical aspects of isotope RBC tagging limit the accuracy of measurement.

  • Anemia Associated With Systemic Disease

    As noted in Chapter 3, anemia associated with various chronic diseases is usually normocytic and either normochromic or hypochromic. The serum iron and total iron-binding capacity (TIBC) are typically both decreased. In 100 consecutive patients in our hospital who had chronic disease and red cell or iron-related biochemical abnormalities, 68 had anemia with normal mean corpuscular volume (MCV), decreased serum iron, and decreased TIBC; 7 had no anemia; 9 had normal serum iron levels; 6 had normal TIBC; and 7 had decreased MCV (with normal serum ferritin levels). Others have reported that decreased MCV may occur in up to 25% of cases.

    Chronic renal disease

    Anemia of moderate degree is frequently found in association with uremia. Some investigators claim it is almost always present when the blood urea nitrogen (BUN) level is persistently more than twice normal, and it often appears before this level is reached. Patients with prolonged but potentially reversible azotemia (e.g., acute renal failure) often develop anemia until the kidneys recover. Transient types of azotemia usually do not produce anemia unless azotemia is prolonged or due to the underlying cause itself. The anemia of actual renal insufficiency develops regardless of the cause of the uremia.

    The peripheral blood RBCs are usually normocytic-normochromic; there is often mild to moderate anisocytosis. Varying numbers of burr cells (triangular shrunken RBCs with irregular pointed projections from the surface (Chapter 2) are found in some patients. In some cases there is mild hypochromia and, occasionally, some degree of microcytosis. On the other hand, mild macrocytosis may be present in a few patients.

    Bone marrow usually shows normal cellularity, although in some cases there is mild RBC hypoplasia. Marrow iron is adequate. The serum iron level is usually normal, but about 20%-30% of patients have low serum iron levels even though they do not have iron deficiency. Most of these patients also have a low or low-normal TIBC typical of chronic disease anemia (Chapter 3). Reticulocyte counts are usually normal; occasionally, they may be slightly elevated.

    The pathophysiology involved is not well understood. The primary known abnormality is a lack of incorporation of iron into RBCs within the bone marrow. There is depression both of hemoglobin synthesis and of formation and release of mature RBCs into the peripheral blood. In 10%-15% of patients there is also decreased RBC survival in the peripheral blood, although the hemolytic aspect is usually not severe. There is, however, a rare condition known as the hemolytic-uremic syndrome that features a severe microangiopathic (RBC fragmentation) hemolytic anemia. Patients in the late stages of uremia may have a bleeding tendency due to coagulation defects, most commonly thrombocytopenia. Platelet function may be abnormal even with normal numbers of platelets. The effect of hemorrhage, if it occurs, is separate and additional to the anemia of chronic renal disease.

    Anemia of neoplasia

    Anemia develops in 60%-90% of patients with moderate or far-advanced cancer. The anemia of neoplasia is usually normocytic with normal reticulocyte counts, unless there is hemorrhage or chronic blood loss. Cytotoxic chemotherapy is accompanied by a macrocytic MCV in 30%-40% (12%-82%) of patients. A hemolytic component is present in a considerable minority of patients, but hemolysis is generally mild and is not detectable except with radioisotope RBC survival procedures. Occasionally, hemolysis may be severe, especially in patients with chronic lymphocytic leukemia and malignant lymphomas. In one series, anemia was ascribed to a combination of decreased RBC survival and decreased marrow production in 56% of patients, to blood loss in 29%, and to marrow metastases by the tumor in 13%. Thrombocytopenia may be found in certain types of leukemia and in myelophthisic anemias. Fibrinolysins appear in occasional cases of widespread malignancy, most often prostate carcinoma.

    Anemia of infection

    Mild to moderate anemia is frequently associated with subacute or chronic infection. The mechanism of this anemia is not well understood, but there seems to be a decreased rate of erythropoiesis, coupled in some patients with slightly shortened RBC survival time and failure to use iron normally. The anemia of infection usually does not develop unless the infection lasts 1 month or more, although it may develop rapidly in patients with severe acute infection such as septicemia. Chronic infection producing anemia generally is of at least moderate severity. Infections in which anemia is likely to develop include bronchiectasis, salpingitis, abscess of visceral organs or body cavities, and severe pyelonephritis. Anemia is a common finding in subacute bacterial endocarditis and in the granulomatous diseases such as tuberculosis and sarcoidosis. The anemia is usually normocytic and normochromic, but sometimes it is hypochromic. Reticulocyte counts are usually normal, although occasionally they may be slightly increased. Bone marrow aspiration shows either normal marrow or hyperplasia of the granulocytes. The serum iron level is usually low or low-normal, and plasma TIBC is reduced (in iron deficiency anemia the TIBC is elevated).

    Aplastic anemia is a rare complication of type C (non-A, non-B) hepatitis virus infection.

    Rheumatoid-collagen disease group

    Rheumatoid-collagen diseases are frequently associated with mild to moderate normocytic anemia. In one study 40% of males and 63% of females with rheumatoid arthritis were anemic. Active disease is more likely to produce anemia. Incidence of coexistent iron deficiency ranges from 10%-30%. Reticulocytes are usually normal, and the bone marrow is unremarkable. In many patients there apparently is decreased erythropoiesis with a slightly shortened RBC survival time, but there is some disagreement regarding frequency of decreased RBC survival. About 5%-10% of patients with rheumatoid arthritis have splenomegaly, which may be associated with cytopenias.

    Chronic liver disease

    The type and frequency of anemia in liver disease vary with the type and severity of hepatic dysfunction, but anemia has been reported in up to 75% of patients. It is most frequently seen in far-advanced cirrhosis. Extensive metastatic carcinoma of the liver may produce the same effect, although it is difficult to say whether the liver involvement or the neoplasm itself is the real cause. About 30%-50% (8%-65%) of patients with anemia have macrocytosis; about one third are normocytic. Some have hypochromia due to GI blood loss. Target cells in varying numbers are a frequent finding on peripheral blood smear.

    Macrocytic anemia in liver disease is most often found in severe chronic liver damage; this type of anemia is not frequent in acute liver disease, even when severe, or in chronic disease of only slight or mild extent. A small but significant percentage of hepatic macrocytic anemias are megaloblastic, usually secondary to folic acid dietary deficiency, although most are not megaloblastic and are not corrected by folic acid treatment. A peripheral blood smear may be macrocytic even when there is a normal hemoglobin or hematocrit reading, and sometimes even with a normal MCV.

    GI bleeding occurs in a considerable number of cirrhotic patients; often it is very slight and intermittent. Esophageal varices are present in some. Other lesions may be demonstrated in other patients. In a considerable proportion of cases the source of bleeding cannot be located.

    Hypersplenism occurs in some patients with portal vein hypertension and its resulting splenic congestion. Thrombocytopenia, usually mild, is reported to occur in up to 50% of patients with cirrhosis, and other cytopenias may sometimes develop. In severe chronic (or massive acute) liver disease, coagulation problems may result from insufficient hepatic synthesis of several blood coagulation factors.

    Some liver-diseased patients have shortened RBC survival demonstrated only by using radioactive isotope studies and show no evidence of GI bleeding. There is no clinical or laboratory evidence of hemolysis otherwise. About 3%-5% develop Zieve’s syndrome, a combination of hyperlipemia, cirrhosis, and microangiopathic hemolytic anemia. This hemolytic anemia is associated with reticulocytosis and the other classic features of hemolysis.

    Unless blood loss is a factor, and excluding megaloblastic anemia, the bone marrow is unremarkable in liver disease and the reticulocyte count is usually close to normal. Not all cases of anemia associated with liver disease can be explained.

    Hypothyroidism

    Anemia is found in 30%-50% (21%-60%) of hypothyroid patients. About 15% (8%-20%) of the anemic patients have macrocytosis, most of the remainder having either normocytic-normochromic or normocytic-hypochromic indices. A small percentage have hypochromic-microcytic RBCs.

    The hypochromic anemia of hypothyroidism responds to a combination of iron and thyroid hormone preparation. The iron deficiency component is frequently produced by excessive menstrual bleeding. In patients without demonstrable blood loss it is speculated that decreased intestinal iron absorption may occur, since thyroid hormone is known to affect intestinal carbohydrate absorption. Most of the macrocytic cases respond only to thyroid hormone. In these patients the bone marrow is not megaloblastic and is sometimes slightly hypocellular. The reticulocyte count is usually normal. Isotope studies reportedly show normal RBC survival time in most cases. Lack of thyroid hormone seems to have a direct effect on erythropoiesis, since thyroid hormone therapy cures both the myxedema and the anemia (unless there is superimposed iron deficiency). A minority of patients with macrocytic anemia have folic acid or vitamin B12 deficiency, presumably secondary to decreased intestinal absorption. Thyroid hormone is required in addition to folic acid or vitamin B12. About 5% have actual pernicious anemia, with megaloblastic bone marrow.

    Comments on chronic disease anemia

    To conclude this discussion, it should be noted that the normocytic-normochromic anemia of systemic disease has often been called“simple chronic anemia,” although the pathophysiology is far from simple. The disease categories listed in this chapter are only the most common. In many cases, the diagnosis is one of exclusion; the patient has anemia for which no definite etiology can be found, so whatever systemic disease he or she has is blamed for the anemia. Some investigators restrict the diagnosis of chronic disease anemia to those who have decreased serum iron and TIBC. Regardless, it is important to rule out treatable serious diseases. This is especially true for hypochromic anemias (in which blood loss might be occurring) and macrocytic anemias (which may be due to vitamin B12 or folic acid deficiency). A normocytic-normochromic anemia may be due to an occult underlying disease, such as malignant lymphoma or multiple myeloma.

  • Hypoplastic Marrow

    Anemia due to inadequate erythropoiesis without factor deficiency may be classified in several ways. One system is based on the mechanism involved, including (1) marrow failure to incorporate adequate supplies of hematopoietic raw materials (e.g., iron) into red blood cell (RBC) precursors, (2) failure to release mature RBCs from the marrow, or (3) destruction of RBC precursors in the marrow. From a clinical point of view, it is easier to divide production-defect anemias into two categories: those due to a hypoplastic bone marrow and those with normally cellular marrow that are associated with certain systemic diseases.

    Conditions that produce a hypoplastic marrow affect the bone marrow directly either by actual replacement or by toxic depression of RBC precursors. Bone marrow examination is the main diagnostic or confirmatory test.

    Replacement of marrow by fibrosis. This condition, commonly termed myelofibrosis, is usually idiopathic and leads to a clinical syndrome called myeloid metaplasia. The peripheral blood picture is similar in many ways to that of chronic myelogenous leukemia. Many include this condition with the myeloproliferative syndromes.

    Replacement of marrow by neoplasm. The types of tumors most commonly metastatic to bone marrow, the laboratory abnormalities produced, and the main hematologic findings are described in Chapter 33. The anemia of neoplasia is usually normocytic and normochromic. Iron deficiency anemia secondary to hemorrhage may be present if the tumor has invaded or originated from the gastrointestinal (GI) tract. Besides extensive marrow replacement (myelophthisic anemia), neoplasia may produce anemia with minimal bone involvement or even without any marrow metastases; in these patients, there seems to be some sort of toxic influence on the marrow production and release mechanism. In occasional cases of widespread neoplasm, a hemolytic component (shortened RBC life span) has been demonstrated.

    Multiple myeloma is a neoplasm of plasma cells that is difficult to distinguish for classification purposes from leukemia on one hand and malignant lymphoma on the other. Myeloma initially or eventually involves the bone marrow and produces a moderate normocytic-normochromic anemia. Despite proliferation of plasma cells in the bone marrow, appearance of more than an occasional plasma cell in the peripheral blood is very uncommon. Peripheral blood RBCs often display the phenomenon of rouleau formation, a piling up of RBCs like a stack of coins. This is not specific for myeloma and is most often associated with hyperglobinemia.

    Aplastic anemia. Aplastic anemia is defined as peripheral blood pancytopenia (decrease in RBCs, white blood cells [WBCs], and platelets below population reference range) due to below-normal numbers and function of bone marrow cell precursors without cytologic marrow abnormality or marrow replacement by fibrosis or malignancy. Among the various etiologies are agents that predictably damage the bone marrow (e.g., radiation, certain chemicals such as benzene, and certain cytotoxic antitumor drugs). Another category, sometimes called idiosyncratic or acquired aplastic anemia, includes medications or chemicals that ordinarily do not produce cytopenia. Effects of some medications in this group are dose-related (e.g., chloramphenicol) and in others occur completely unpredictably. A third category of aplasia appears to have some autoimmune component. This includes aplasia (usually temporary) that uncommonly occurs in association with certain viral infections (e.g., parvovirus B-19, Epstein-Barr, rubella, herpes zoster-varicella) and a permanent type rarely seen in non-A, non-B (type C) hepatitis virus infection. A fourth category, probably related to category 3, might include aplasia associated with pregnancy or thymoma (the latter most often affecting RBCs only). The aplastic“crisis” of sickle cell anemia might also fit here. Some of these temporary aplastic crises may be due to parvovirus B-19 infection. A fifth category includes congenital diseases in which aplasia appears with varying frequency, of which the best known are Fanconi’s syndrome and the Diamond-Blackfan syndrome. Finally, some investigators create a more controversial category into which they place certain conditions involving bone marrow that frequently, but not always, develop into typical hematopoietic malignancies. Even more controversial is the status of other hematopoietic or nonhematopoietic malignancies that affect bone marrow function without actual marrow involvement.

    About 50% (in some reports, up to 70%) of aplastic anemia cases are unexplained or the cause is unproven. To make matters even more difficult, in some cases marrow aplasia may develop days or weeks after beginning treatment or exposure to the causative agent; and in some cases it may appear some time after exposure has ceased (in the case of radiation, even years later). Also, certain other conditions, such as hypersplenism, megaloblastic anemia, or marrow replacement by tumor, can simulate aplastic anemia.

    A great variety of drugs and chemicals have been reported to cause idiosyncratic reactions. The effects range from pancytopenia to any combination of single or multiple blood element defects. Bone marrow aspiration usually shows a deficiency in the particular cell precursor involved, although, especially with megakaryocytes, this is not always true. Patients most often recover if they can be supported long enough, although a considerable number die of superimposed infection.

    The drugs most often implicated in idiosyncratic reaction aplastic change are listed here according to blood element defect:

    Pancytopenia. Chloramphenicol (Chloromycetin), phenylbutazone (Butazolidin), indomethacin, mephenytoin (Mesantoin), gold preparations, nitrogen mustard compounds (e.g., busulfan [Myleran]) and other antileukemic drugs. In addition, chloramphenicol may produce the“gray syndrome” in premature infants and newborns.

    Leukopenia. Chlorpromazine (Thorazine), promazine (Sparine), phenylbutazone, thiouracil, antileukemic drugs, sulfonamides.

    Thrombocytopenia. Quinidine, nitrofurantoin (Furadantin), sulfonylureas, chlorothiazide.

    Aplastic anemia is most often normocytic-normochromic. Reticulocyte counts are usually low (although they sometimes are slightly elevated if the patient is in a recovery phase). About one third of aplastic anemia patients have a macrocytic peripheral blood smear.

    As noted, bone marrow aspiration is usually essential for diagnosis and can be used to follow any response to therapy. However, certain problems are associated with this method of diagnosis and must be taken into account. A false impression of marrow hypocellularity may be produced by hemodilution of the marrow specimen, by aspiration at a place that has unusually large amounts of fatty tissue, and by poor slide preparation technique. An occasional completely dry puncture may occur in normal persons due to considerable variability in the bone marrow distribution. Therefore, the diagnosis should never be made on the basis of a single failure to obtain marrow. Also, a bone marrow biopsy specimen, or at least a clot section (clotted marrow aspirate, processed as an ordinary histologic specimen), is more reliable than a smear for estimating cellularity. This is especially true for megakaryocytes. On the other hand, a smear is definitely more valuable for demonstrating abnormal morphology. Both can usually be done at the same time.

    Certain conditions may be associated with episodes of transient bone marrow RBC hypoplasia. These include congenital spherocytosis, sickle cell anemia, and RBC hypoplasia associated with thymoma. Aplastic pancytopenia may occur in paroxysmal nocturnal hemoglobinuria, either preceding onset of the disease or after onset as a transient episode.

    Pancytopenia in children may be caused by Fanconi’s anemia or Diamond-Blackfan congenital hypoplastic anemia. Fanconi’s anemia is an autosomal recessive disorder characterized by pancytopenia and congenital abnormalities such as short stature, web neck, cleft lip, mental retardation, and renal anomalies. More than 10% of peripheral blood lymphocytes display chromosome abnormalities. Anemia may appear in children up to age 10 years with the disease. Diamond-Blackfan syndrome also has an autosomal recessive inheritance pattern and displays congenital anomalies, but it consists of pure RBC aplasia, and onset of anemia occurs either at birth or by age 6 months.

    In children, apparent aplastic anemia or pancytopenia must be differentiated from acute leukemia.