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History
The history in patients with thalassemia varies significantly, depending on the severity of the condition and the age at the time of diagnosis.
In most patients with thalassemia traits, no unusual signs or symptoms are encountered.
Some patients, especially those with somewhat more severe forms of the disease, manifest some pallor and slight icteric discoloration of the sclerae with splenomegaly, leading to slight enlargement of the abdomen. An affected child's parents or caregivers may report these symptoms. However, some rare types of b thalassemia trait are caused by a unique mutation, resulting in truncated or elongated b chains, which combine abnormally with a chains, producing insoluble dimers or tetramers. The outcome of such insoluble products is a severe hemolytic process that needs to be managed like thalassemia intermedia or, in some cases, thalassemia major.
The diagnosis is usually suspected in children with an unexplained hypochromic and microcytic picture, especially those who belong to one of the ethnic groups at risk. For this reason, physicians should always inquire about the patient's ethnic background, family history of hematologic disorders, and dietary history.
Thalassemia should be considered in any child with hypochromic microcytic anemia that does not respond to iron supplementation.
In more severe forms, such as b thalassemia major, the symptoms vary from extremely debilitating in patients who are not receiving transfusions to mild and almost asymptomatic in those receiving regular transfusion regimens and closely monitored chelation therapy.
Children with b thalassemia major usually demonstrate none of the initial symptoms until the later part of the first year of life (when b chains are needed to pair with a chains to form Hb A, after g chains production is turned off). However, in occasional children younger than 3-5 years, the condition may not be recognized because of the delay in cessation of Hb F production.
Patients with Hb E/b thalassemia may present with severe symptoms and a clinical course identical to that of patients with b thalassemia major. Alternatively, patients with Hb E/b thalassemia may run a mild course similar to that of patients with thalassemia intermedia or minor. This difference in severity has been described among siblings from the same parents. Some of the variation in severity can be explained based on the different genotypes, such as the type of b thalassemia gene present (ie, b+ or b-0), the co-inheritance of an a thalassemia gene, the high level of Hb F, or the presence of a modifying gene.
Patients with heterozygous or homozygous Hb E are usually slightly anemic, with hypochromasia and microcytosis, and are usually asymptomatic.
If further studies are not performed, benign homozygous Hb E is usually misdiagnosed as Hb E/b thalassemia, a condition that is frequently severe.
In a thalassemia, the hematologic abnormalities are clearly evident in newborns with mild or moderate forms of the disease. Lethal clinical consequences and physical deformities encountered at the time of birth are the rule in severe homozygous a thalassemia.
In b thalassemia, symptoms of anemia start when the g chain production is switched off and the b chains fail to form in adequate numbers.
Manifestations of anemia include extreme pallor and enlarged abdomen due to hepatosplenomegaly.
Patients' typical reports may lead a physician who is not familiar with the condition to a first impression of acute leukemia.
This impression is supported by the large spleen, which leads to thrombocytopenia, and by the high WBC count and immature WBCs seen on the peripheral blood film due to the extreme activity of the marrow.
To support the impression of acute leukemia further, the elevated level of reticulocytes expected in all hemolytic anemias does not occur, despite the severe hemolysis; this anomaly is due to the massive splenomegaly and the ineffective erythropoiesis that prevents the release of the cells from the bone marrow. Evidence of hemolysis is usually present, with elevated indirect bilirubin level, high lactate dehydrogenase (LDH) level, and low level of haptoglobin.
Bony changes may be severe, resulting in a characteristic radiologic picture (see Imaging Studies, Image 9). These changes are caused by massive expansion of the bone due to the ineffective erythroid production.
The ineffective erythropoiesis also creates a state of hypermetabolism associated with fever and failure to thrive.
Occasionally, gout due to hyperuricemia may be encountered.
Iron overload is one of the major causes of morbidity in all patients with severe forms of thalassemia, regardless of whether they are regularly transfused.
In transfused patients, heavy iron turnover from transfused blood is usually the cause; in nontransfused patients, this complication is usually deferred until puberty (if the patient survives to that age).
Increased iron absorption is the cause in nontransfused patients, but the reason behind this phenomenon is not clear. Many believe that, despite the iron overload state in these patients and the increased iron deposits in the bone marrow, the requirement for iron to supply the overwhelming production of ineffective erythrocytes is tremendous, causing significant increases in GI absorption of iron.
Bleeding tendency, increased susceptibility to infection, and organ dysfunction are all associated with iron overload.
Poor growth in patients with thalassemia is due to multiple factors and affects patients with well-controlled disease as well as those with uncontrolled disease.
Patients may develop symptoms that suggest diabetes, thyroid disorder, or other endocrinopathy; these are rarely the presenting reports.
Physical
Patients with thalassemia minor rarely demonstrate any physical abnormalities. Because the anemia is never severe and, in most instances, the Hb level is not less than 9-10 g/dL, pallor and splenomegaly are rarely observed.
In patients with severe forms of thalassemia, the findings upon physical examination vary widely, depending on how well the disease is controlled.
Children who are not receiving transfusions have a physical appearance so characteristic that an expert examiner can often make a spot diagnosis.
In Cooley's original 4 patients, the stigmata of severe untreated b thalassemia major included the following:
Severe anemia, with an Hb level of 3-7g/dL
Massive hepatosplenomegaly
Severe growth retardation
Bony deformities
These stigmata are typically not observed; instead, patients look healthy. Any complication they develop is usually due to adverse effects of the treatment (transfusion or chelation).
Bony abnormalities, such as frontal bossing, prominent facial bones, and dental malocclusion, are usually striking.
Severe pallor, slight to moderately severe jaundice, and marked hepatosplenomegaly are almost always present.
Complications of severe anemia are manifested as intolerance to exercise, heart murmur, or even signs of heart failure.
Growth retardation is a common finding, even in patients whose disease is well controlled by chelation therapy.
Patients with signs of iron overload may also demonstrate signs of endocrinopathy caused by iron deposits. Diabetes and thyroid or adrenal disorders have been described in these patients.
In patients with severe anemia who are not receiving transfusion therapy, neuropathy or paralysis may result from compression of the spine or peripheral nerves by large extramedullary hematopoietic masses.
Causes
Thalassemias are inherited disorders caused by various gene mutations. The clinical expression and severity are subject to numerous factors that may either mask the condition or exaggerate the symptoms, leading to a more severe disease.
Other Problems to be Considered
The differential diagnoses of thalassemic states in general depend on the age of the child at the time of presentation, the type of thalassemia and its severity, and, in severe cases, whether it is treated and well controlled. Furthermore, the form of thalassemia then has to be identified once the thalassemic condition is suspected because of the numerous thalassemic conditions.
Congenital dyserythropoietic anemia is a condition that may mimic severe forms of thalassemia in children. A bone marrow examination, Hb electrophoresis, and other tests reveal the diagnosis. Diamond-Blackfan anemia may also resemble severe forms of thalassemia in young infants.
The a thalassemia trait is similar to the b thalassemia trait. Both traits should be differentiated from iron deficiency anemia, which is the most common cause of hypochromasia and microcytosis in children and should be excluded before considering thalassemia. A child with presumed iron deficiency anemia that has not responded to adequate iron treatment is a good candidate for thalassemia workup.
In b thalassemia, elevated levels of Hb A2, F, or both are usually helpful in confirming the diagnosis. However, in a thalassemia, the Hb electrophoresis results are usually normal; in this case, and in cases in which iron study results are also nondiagnostic, nonspecific tests may help to differentiate iron deficiency anemia or anemia of chronic inflammation from thalassemia. Free erythrocyte protoporphyrin (FEP) levels are usually elevated in patients with iron deficiency or anemia of chronic inflammation but not with thalassemia. The soluble transferrin receptors (sTfR) levels are high in patients with iron deficiency but not in those with anemia of chronic infection or thalassemia.
The process of differentiating thalassemia trait from iron deficiency anemia must include the patient's medical, developmental, nutritional, and family history and a review of the child's CBC, with emphasis on the RBC indices. Proper interpretation of the CBC may save the physician time and may save the patient from unnecessary further testing (see Lab Studies). The anemia in patients with thalassemia trait is usually mild; the Hb level is rarely, if ever, less than 9 g/dL, unless the cause of the anemia is multifactorial. The RBC count is almost always higher in patients with thalassemia than in those with iron deficiency anemia; in fact, it is frequently higher than the reported reference range for the age.
In thalassemia, the RBC indices, including the mean corpuscular volume (MCV) and mean corpuscular Hb (MCH), are both significantly low for an Hb level that is either normal or only slightly low. In addition, the RBC distribution width (RDW) is usually normal, reflecting the homogenous population of the RBCs in thalassemia (see Image 6), whereas iron deficiency anemia is known to be associated with anisocytosis (see Image

. A faint basophilic stippling may be seen in the RBCs of patients with thalassemia but not typically in those of patients with iron deficiency.
Many formulae have been introduced to help in differentiating thalassemia trait from iron deficiency. The most practical and easiest to remember is the Mentzer index, which divides the patient's MCV by the RBC count (MCV/RBC). A result of less than 13 usually suggests thalassemia trait, while a result greater than 13 is indicative of iron deficiency.
Confirmation by Hb electrophoresis in b thalassemia is essential before the patient and the family are counseled. The Mentzer index loses its value if the patient has a combination of thalassemia and iron deficiency. In such patients, Hb electrophoresis results may also be inaccurate and misleading, since iron deficiency suppresses production of all Hbs, including Hb A2. For this reason, the Hb A2 level does not rise and is typically normal in these patients, masking the diagnosis of b thalassemia. In such cases, Hb electrophoresis should be repeated after the iron deficiency has been treated to obtain an accurate Hb A2 fraction.
When b and a thalassemia coexist, the elevated levels of Hb A2 and Hb F usually present in b thalassemia may also be lost. Furthermore, a thalassemia ameliorates the severity of b thalassemia since the decrease in a chains results in less inclusions and, hence, less hemolysis.
However, the confirmation of b thalassemia is easier than that of the a trait. The Hb electrophoresis result is usually normal, and DNA testing or globin chain synthesis enumeration are the only studies that confirm the diagnosis. A moderately severe form of a thalassemia, which some consider equivalent to b thalassemia intermedia, is termed Hb H disease. The disease is characterized by moderately severe anemia, splenomegaly, some jaundice, and, possibly, some bone changes due to marrow expansion. In this form, Hb electrophoresis is diagnostic in revealing the abnormal Hb, which is unstable and may be detected on the supra vital stain as inclusions in the RBCs (Heinz bodies).
The severity of Hb H disease depends on the inherited mutation. Seventy-five percent of Hb H mutations are caused by deletions on chromosome 16, which are usually associated with the milder forms of Hb H. Nondeletional forms are usually associated with severe Hb H and require transfusion. The diagnosis of Hb H may be difficult to establish, since it is unstable and may go undetected. The b tetramers of Hb H are replaced by g tetramers in the form of Hb Bart. Patients with Hb H disease usually have more than 20% Hb Bart at birth, a finding that has helped to identify 90% of the neonates with Hb H disease in the newborns screening program in California.
Hb Constant Spring (CS) is the most common nondeletional a thalassemia mutation associated with Hb H disease. The cells that contain Hb CS are usually overhydrated, which causes the loss of the traditional microcytosis seen in patients with thalassemia. Hb H/CS disease is more severe than Hb H disease, sometimes requiring splenectomy to improve the anemia, a procedure associated with a high rate of portal vein thrombosis.
Many clinical entities associated with splenomegaly and anemia, such as storage diseases, and other forms of chronic hemolytic anemias are to be considered in the differential diagnosis. The homozygous a thalassemia is not compatible with life (unless intrauterine blood transfusion is administered), and a baby with hydrops fetalis is usually delivered.
Other causes of immune and nonimmune hydrops fetalis are also to be differentiated from the hydrops fetalis of a thalassemia major, a condition that was rarely seen in the past since the mutation that predisposes to this condition is limited to the Southeast Asian population, not the African population.
Rare forms of a thalassemia are also described. Hb CS results from a specific mutation in the a thalassemia gene, leading to the production of elongated a chains. The clinical manifestations in the homozygous state are similar to those encountered in patients with Hb H disease; however, they differ in the electrophoretic pattern. g tetramers that consist of Hb Bart replace the b tetramers of Hb H.
Thalassemia may also interact with other globin structural variants, whether they involve b, a, or other chains. In the b variants, Bs, Bc, and Be are some of the globin chain's most common mutations. For instance, the interaction of Bs with b thalassemia produces a condition associated with sickle cell disease. Conversely, when Bs (sickle trait gene) interacts with an a thalassemia gene, less Hb S is present in the RBCs than when only Bs is present. Such interactions modify the severity of each separate condition.
The incidence of Hb E/b thalassemia has increased considerably in the United States in recent years due to the immigration of individuals from Southeast Asia, where the incidence of both Hg E and b thalassemia is high (see Frequency). Clinically, the severe forms of Hb E/b thalassemia are similar to the transfusion-dependent b thalassemia major. For this reason, the diagnosis Hb E/b thalassemia should be considered in patients of Southeast Asian descent.
Other rare thalassemia variants include Hb Lepore and hereditary persistence of fetal Hb (HPFH).