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Pathophysiology and Manifestations
Effect on Oxygen Transport
The clinical manifestations of anemia are a function of the degree of tissue hypoxia and the etiology and pathogenesis of the specific anemia (e.g., splenomegaly characteristic of hereditary spherocytosis, mucosal tongue atrophy of pernicious anemia). Reduced oxygen-carrying capacity mobilizes compensatory mechanisms designed to prevent or ameliorate tissue anoxia. The red cells also carry carbon dioxide from the tissues to the lungs and help distribute nitric oxide throughout the body, but transport of these gases does not appear to be dependent on the number of red cells available and remains normal in anemic patients. Tissue hypoxia occurs when the pressure of oxygen in the capillaries is too low to provide cells with enough oxygen for the cells' metabolic needs. In an average person, the red cell mass must provide the total body tissues with about 250 ml/min of oxygen to support life. Because the oxygen-carrying capacity of normal blood is 1.34 ml per gram of hemoglobin (approximately 200 ml per liter of normal blood) and cardiac output is approximately 5000 ml/min, 1000 ml/min of oxygen is available at the tissue level. Extraction of one fourth of this amount reduces the oxygen tension of 100 torr in the arterial end of the capillary to 40 torr in the venous end. This partial extraction ensures the presence of sufficient diffusion pressure throughout the capillaries to provide all cells with enough oxygen for the cells' metabolic needs (Fig. 32-1). In anemia, extraction of the same amount of oxygen leads to greater hemoglobin desaturation and lower oxygen tension at the venous end of the capillary. The resulting anoxia in the immediate vicinity initiates a number of compensatory and frequently symptomatic adjustments in the supply of blood and oxygen.
Hypoxia-Inducible Transcription Factor 1
Hypoxia-inducible transcription factor 1 (HIF-1) plays a central role in the body's response to hypoxia (see Chaps. 30 and 56). HIF-1 was first identified as a factor regulating the transcriptional activity of erythropoietin gene1 (see Chap. 30). The essential role of this transcriptional factor in global regulation of protection against hypoxia soon became clear. Its actions include respiratory control, transcriptional regulation of glycolytic enzyme genes, angiogenesis, and energy metabolism.2,3,4 The prediction that hypoxia-regulated subunit of HIF-1 (HIF-1
) degradation is controlled by an enzyme sensitive to the presence or absence of oxygen5 proved to be prescient. The current knowledge of hypoxia sensing is described in greater detail in Chap. 30. Tissue-specific and known and unknown factors are responsible for tissue-specific mobilization of the compensatory mechanisms listed below that permit survival under hypoxic conditions. Figure 32-2 outlines the regulation of some physiologic processes by hypoxia.
Decreased Oxygen Consumption
Energy metabolism at the optimal oxygen supply is generated by efficient oxidative phosphorylation. In hypoxia, energy is produced by less efficient glycolysis accomplished by up-regulation of transcription of glycolytic enzyme genes4 and increased glucose transport, a process known as the Pasteur effect. Pasteur and its cancer exception, i.e., the Warburg effect, are explained at the molecular level by changes in HIF-1 levels.4,6,7,8
Decreased Oxygen Affinity
Efficient increase of tissue oxygen delivery is accomplished by decreasing the affinity of hemoglobin for oxygen (right-shifted hemoglobin oxygen dissociation curve). This action permits increased oxygen extraction from the same amount of hemoglobin9 (see Chap. 47). Acutely, a very small shift in pH produces a large effect on the dissociation curve because of the Bohr effect. In chronic anemia, increased oxygen tissue delivery is accomplished by increased amounts of 2,3-bisphosphoglycerate9 (see Chap. 45). The increased synthesis of 2,3-bisphosphoglycerate in anemia is accomplished by increasing the intracellular pH of red cells (see Chap. 45) by respiratory alkalosis resulting from increased respiration. This effect is clearly demonstrated in individuals with high-altitude hypoxemia.10
Increased Tissue Perfusion
The effect of decreased oxygen-carrying capacity on the tissue tension of oxygen can be compensated by increasing tissue perfusion by changing vasomotor activity and angiogenesis.2 Because in most anemias the blood volume is not changed (Fig. 32-3),11 increased tissue perfusion is organ selective, accomplished by shunting the blood from nonvital donor areas to oxygen-sensitive essential recipient organs. In acute anemia, the major donor areas for redistribution of blood are the mesenteric and iliac beds.12 In chronic anemia in humans, the donor areas are the cutaneous tissue13 and the kidneys.14 Vasoconstriction and oxygen deprivation in the skin causes characteristic pallor of anemia. In the kidneys, the oxygen supply under normal conditions exceeds oxygen demands. The arteriovenous oxygen difference in the kidney is as low as 1.4 ml/dl (compared with the myocardium, where the difference can be as high as 20 ml/dl), indicating that even a severe reduction in kidney perfusion can be tolerated. Nevertheless, enough renal hypoxia must be present to activate HIF-1 and stimulate increased erythropoietin production and erythropoiesis (see Chap. 30). The effect on renal excretory mechanisms is slight because the reduction in renal blood flow is offset by high plasmacrit. Even in severe anemia where renal blood flow reduced by almost 50 percent, the total renal plasma flow is only moderately reduced. Severe anemia can cause retinal hemorrhages.15 Thus, organs with the most pressing need for oxygen, such as myocardium, brain, and muscles, are largely unimpeded by a moderate reduction in oxygen-carrying capacity.
Increased Cardiac Output
Increased cardiac output is an excellent but metabolically expensive compensatory device.16 It decreases the fraction of oxygen that must be extracted during each circulation, thereby maintaining high oxygen pressure. Because the viscosity of blood in anemia is decreased and selective vascular dilatation decreases peripheral resistance, high cardiac output can be maintained without any increase in blood pressure.17 In an otherwise healthy person, a measurable increase in resting cardiac output does not occur until hemoglobin concentration is less than 7 g/dl, and clinical signs of cardiac hyperactivity usually are not present until hemoglobin concentration reaches even lower levels.18
Signs of cardiac hyperactivity include tachycardia, increased arterial and capillary pulsation, and hemodynamic "flow" murmurs.19 The murmurs usually are heard during systole at the apex, over the pulmonary valve area, or at the pulmonary valve area. Murmurs and bruits have been described in many regions, such as over the jugular vein, the closed eye, and the parietal region of the skull, and may be sensed by the patient as roaring in the ears (tinnitus), especially at night. They disappear promptly after the hemoglobin concentration is restored to normal.19 The myocardium tolerates a prolonged period of sustained hyperactivity. However, angina pectoris and high-output failure may supervene if anemia is so extreme that it exceeds myocardial oxygen demands or if the patient has coronary artery disease. Cardiomegaly, pulmonary congestion, ascites, and edema have been observed, and they require prompt treatment with oxygen and transfusion of packed red cells.
Increased Pulmonary Function
Significant anemia leads to compensatory increase in respiratory rate that decreases the oxygen gradient from ambient air to alveolar air and increases the amount of oxygen available to oxygenate a greater than normal cardiac output. Consequently, exertional dyspnea and orthopnea are characteristic clinical manifestations of severe anemia.18,19,20,21
Increased Red Cell Production
The most appropriate response to anemia is a compensatory increase of red cell production, which may increase about twofold to threefold acutely and fourfold to sixfold chronically, and occasionally as much as 10-fold in the latter case. The increase is mediated by increased production of erythropoietin. The rate of erythropoietin synthesis is inversely and logarithmically related to hemoglobin concentration (see Chap. 30). Erythropoietin concentration can increase from approximately 10 mU/ml at normal hemoglobin concentrations to 10,000 mU/ml in severe anemia (Fig. 32-4).22,23 The change in erythropoietin levels ensures red cell production fully balances red cell destruction (compensated hemolysis) or chronic moderate blood loss. Augmented erythroid activity expands marrow space, which can cause sternal tenderness and diffuse bone pains. The number and proportion of reticulocytes increase. Because erythroid transit time through the marrow is shortened, "stress reticulocytes" having increased cell volume and surface area appear. Nucleated red cells may be observed in severe anemia.
Administration of human recombinant erythropoietin augments or replaces endogenous synthesis. At pharmacologic amounts, the effect on hemoglobin concentration is most noticeable if endogenous production is subnormal as a result of renal failure or systemic illnesses (see Chaps. 35 and 43). In severe anemia where endogenous erythropoietin production (providing production is not impaired) has already increased red cell production maximally, administration of erythropoietin generally does not help, and the patients require transfusion.23
Uncorrected Tissue Hypoxia
A certain residual degree of tissue hypoxia remains despite mobilization of compensatory mechanisms. Hypoxia is essential for initiation of adequate cardiovascular and erythropoietic compensation mechanisms, but severe tissue hypoxia can cause the following symptoms: dyspnea on exertion or even at rest, angina, intermittent claudication, muscle cramps typically at night, headache, light-headedness, and fatigue. A number of diffuse gastrointestinal and genitourinary symptoms are associated with anemia (e.g., abdominal cramps, nausea), but whether the symptoms should be attributed to tissue hypoxia, compensatory redistribution of blood, or the underlying cause of anemia is uncertain.
Classification
Based on determination of the red cell mass, anemia and polycythemia can be classified as (1) relative or (2) absolute. Relative anemia and relative polycythemia are characterized by a normal total red cell mass. The conditions usually are not thought of as hematologic disorders but rather as disturbances in plasma volume regulation. However, dilution anemia and dehydration polycythemia are of clinical and differential diagnostic importance for the hematologist.
Classification of the absolute anemias with decreased red cell mass is difficult because the classification has to consider kinetic, morphologic, and pathophysiologic interacting criteria. Initially, all anemias should be divided into anemias caused by decreased production and anemias caused by increased destruction of red cells. The differentiation is based largely on the reticulocyte count. Subsequent diagnostic breakdown can be based on either morphologic or pathophysiologic criteria.
Morphologic classification subdivides anemia into (1) macrocytic anemia, (2) normocytic anemia, and (3) microcytic hypochromic anemia. The main advantages of this classification are that the classification is simple, is based on readily available red cell indices (MCV and MCHC), and forces the physician to consider the most important types of curable anemia: vitamin B12 , folic acid, and iron-deficiency anemias. Such practical considerations have led to wide acceptance of this classification. Pathophysiologic classification (Table 32-1) is best suited for relating disease processes to potential treatment. In addition, anemia resulting from deficiency states occurs in a significant proportion of patients with normal indices.

