Microcytic Anemias

Master the MCV-based approach to anemia diagnosis and management

Anemia sorting hat · Macrocytic / Normocytic · Hemolytic · IDA workup

Opening Vignette

A 42-year-old man presents with fatigue, dyspnea on exertion, and angular cheilitis. Labs show Hgb 9 g/dL, MCV 62 fL, RBC 5.8. Serum iron 20 mcg/dL, ferritin 8 ng/mL, TIBC 480 mcg/dL. What's the diagnosis?

Answer: Iron Deficiency Anemia. The classic triad of low MCV, low serum iron, low ferritin, and elevated TIBC (body desperately hunting for iron) is pathognomonic. Angular cheilitis and dyspnea are classic presentations. In a middle-aged male, suspect GI bleeding (IBD, occult malignancy). Always get a colonoscopy.

Understanding MCV-Based Classification

Tap any diagnosis to see full lab pattern
Confirmed Low MCV
MCV < 80 fL
Serum Iron
+ TIBC
Low Fe
HIGH TIBC
Ferritin
<15?
IDA Iron Deficiency
Low Fe
Low/Nml TIBC
Ferritin
High+ESR up?
ACD Chronic Disease
Normal Fe
Normal TIBC
Mentzer Index
MCV / RBC
<13
Thal Thalassemia
>13
Sidero Sideroblastic

The Corpuscular Approach

Mean Corpuscular Volume (MCV)

Measures the size of RBCs. <80 is microcytic (small cells). Directly reflects hemoglobin production capacity.

Mean Corpuscular Hemoglobin (MCH)

Amount of hemoglobin per RBC. Low in microcytic anemias (impaired Hgb production).

Mean Corpuscular Hemoglobin Concentration (MCHC)

Calculated as MCH ÷ MCV. Usually low in microcytic disease (except hereditary spherocytosis).

Reticulocyte Count

Low in production problems (iron deficiency, chronic disease, lead). HIGH in hemolysis or acute bleeding.

Pathophysiology of Microcytic Anemia

Most common category overall. Low MCV with low MCH indicates impaired hemoglobin synthesis. RBCs are small and pale on smear (target cells). The bone marrow is struggling to make adequate hemoglobin.

Iron Deficiency Anemia

Iron Deficiency Anemia (IDA)

Key Labs

Low serum iron, low ferritin🔑Ferritin under 12 = virtually diagnostic for IDA. Ferritin is an acute-phase reactant, so it can be falsely normal during inflammation. If in doubt, check both ferritin AND TIBC., HIGH TIBC🔑TIBC = "empty seats on the iron bus." High TIBC means tons of transferrin sitting empty, waiting for iron. Body is so desperate it made more buses. (transferrin elevated because body is desperately hunting for iron). Microcytic, hypochromic smear with target cells.

Trace It

Iron stores depleted → iron-binding capacity exceeded → iron can't get incorporated into heme → RBCs produced are small and pale.

Hallmark Finding

Ferritin <30 ng/mL is virtually diagnostic. Target cells on smear. Angular cheilitis and koilonychia (spoon nails) with chronic deficiency.

Board Trap

Ferritin can be falsely NORMAL in concurrent inflammation/malignancy. Check both ferritin AND iron/TIBC. Also: IDA does NOT cause thrombocytosis; that's chronic disease anemia's move.

Most Common Causes by Age

Until age 21: Poor dietary intake. Middle age: IBD (especially Crohn's). After age 40: Mucosal bleeding (males: colon cancer; females: endometrial). Always colonoscope a middle-aged man with IDA.

Treatment

Ferrous iron (ferrous sulfate, ferrous fumarate, ferrous gluconate) with vitamin C to enhance absorption. PO preferred; IV for intolerance. Expect Hgb rise 1-2 g/dL per month. Always investigate the cause (GI bleed, poor intake, malabsorption).

Anemia of Chronic Disease

Anemia of Chronic Disease (ACD)

Key Labs

Low serum iron, ferritin NORMAL or INCREASED, LOW TIBC (opposite of IDA!). This distinction is critical on the board.

Trace It

Any chronic disease >3 weeks triggers inflammation → ↑ hepcidin🔑Hepcidin = the iron gatekeeper. It blocks ferroportin on gut cells and macrophages, trapping iron inside. The body hides iron from bacteria during infection, but also from its own red cells. Chronic inflammation = permanent hepcidin spike. (IL-6 mediated) → hepcidin blocks ferroportin → iron trapped in macrophages → can't get to marrow even though stores are full → low serum iron with high ferritin.

Hallmark Finding

RBCs die in 60-90 days (not from bleeding or hemolysis; just normal lifespan). Ferritin and TIBC direction OPPOSITE to iron deficiency. Mild reticulocytosis but inadequate.

Board Trap

Ferritin is normal/high (inflammation), not low. TIBC is low, not high. Students who only memorize "low iron, low ferritin" will miss this. The KEY DIFFERENTIATOR is ferritin direction.

Causes

Infections (TB, endocarditis), autoimmune (RA, SLE), malignancy, renal disease, heart failure. Any condition lasting weeks to months.

Treatment

Treat the underlying disease. ESA (erythropoietin) for selected patients (especially CKD, cancer). Iron supplementation is usually ineffective (iron trapped, not deficient).

Lab Interpreter: Spot the Diagnosis

Interactive Lab Detective

Click on a case to see labs light up. Then choose the diagnosis:

Case 1: 38-year-old woman with fatigue and GI bleeding history

Serum Fe
18
Ferritin
12
TIBC
420
FEP
Normal

Case 2: 55-year-old man with RA, anemia, normal GI workup

Serum Fe
22
Ferritin
180
TIBC
240
FEP
Normal

Case 3: 6-year-old with developmental delay, living in old house, basophilic stippling on smear

Serum Fe
85
Ferritin
90
TIBC
300
FEP
HIGH

Lab Comparison Table

Finding Iron Deficiency Chronic Disease Lead Poisoning
Serum Iron LOW LOW NORMAL
Ferritin LOW (<30) NORMAL/HIGH NORMAL
TIBC HIGH (>350) LOW (<280) NORMAL
FEP NORMAL NORMAL HIGH
Smear Target cells Target cells, RBC indexes acceptable Basophilic stippling

Villain Flip Cards

Each microcytic villain has a lab signature. Tap to flip and expose the pattern.

Villain #1
Iron Deficiency Anemia
The empty warehouse. Runs out of iron. Cells come out small and pale.
Tap for the lab bust →
Lab signature:
  • Ferritin: <12 (empty stores)
  • TIBC: >400 (body screaming for iron)
  • Serum iron: LOW
  • RDW: HIGH (uneven cell sizes)
  • Smear: pencil cells, hypochromic, target cells
  • Rx: ferrous sulfate + vit C. Find the bleed.
Villain #2
Anemia of Chronic Disease
The hepcidin saboteur. Has iron but locks it in macrophages. Won't share.
Tap to unmask ACD →
Lab signature:
  • Ferritin: HIGH or normal (iron trapped)
  • TIBC: LOW (not even searching)
  • Serum iron: LOW
  • MCV: normal or mildly low
  • Context: RA, TB, malignancy, CKD >3 weeks
  • Rx: treat underlying disease. Iron won't help.
Villain #3
Thalassemia Trait
The genetic imposter. Looks like IDA. But iron studies are perfectly normal.
Tap to expose the imposter →
Lab signature:
  • Iron studies: ALL NORMAL
  • RBC count: HIGH (more small cells)
  • RDW: Normal (cells uniformly small)
  • Smear: target cells
  • Confirm: hemoglobin electrophoresis
  • Pitfall: if iron is low, it's still thalassemia + IDA
Villain #4
Lead Poisoning / Sideroblastic
The factory saboteur. Iron arrives fine but can't get into hemoglobin. Piles up in mitochondria.
Tap for the toxicology →
Lab signature:
  • FEP: HIGH (protoporphyrin accumulates)
  • Serum iron: Normal (iron is there, just blocked)
  • TIBC: Normal
  • Smear: basophilic stippling (lead)
  • BM biopsy: ringed sideroblasts
  • Lead specific: developmental delay, wrist drop, gum lines
Villain #5
Sickle Cell Disease
The shape-shifter. Hb polymerizes under low O2. Sickles and clogs vessels.
Tap for the crisis profile →
Lab signature:
  • Smear: sickled cells, target cells
  • Hgb electrophoresis: HbSS only (no HbA)
  • Reticulocytes: HIGH (chronic hemolysis)
  • LDH: HIGH, indirect bili HIGH
  • Dactylitis: first crisis in infancy
  • Rx: hydroxyurea (raises HbF), prophylactic PCN
Villain #6
Hereditary Spherocytosis
The exception. The ONLY microcytic anemia with HIGH MCHC. Spheres get eaten by the spleen.
Tap for the unique signature →
Lab signature:
  • MCHC: HIGH (unique to spherocytosis)
  • MCV: Low or normal
  • Smear: spherocytes (no central pallor)
  • Osmotic fragility: positive
  • Family history: positive
  • Rx: splenectomy (curative) + folate + vaccinations first

The Microcytic Workup Algorithm

Answer each step before the next branch reveals. This is how you work up a real patient.

Step 1: Patient has MCV 68. What is the first lab to order after confirming anemia?
Reticulocyte count
Iron studies (ferritin, TIBC, serum iron)
Hemoglobin electrophoresis
Blood lead level
Step 2: Ferritin returns at 6. TIBC is 430. Serum iron is 12. What is the diagnosis?
Beta-thalassemia trait
Iron deficiency anemia
Anemia of chronic disease
Step 3: You treated IDA with iron for 3 months. Hgb barely budged and MCV is still 68. What do you do next?
Double the iron dose
Order hemoglobin electrophoresis
Perform bone marrow biopsy
Step 4: Iron studies are completely normal. RBC count is 6.4 million (high). Patient is from Greece. What does Hb electrophoresis show in beta-thalassemia trait?
Hb S + Hb A (sickle trait pattern)
HbA2 + HbF only (no HbA)
HbA with elevated HbA2 (>3.5%) and HbF
Algorithm complete.
MCV low → iron studies → if low ferritin = IDA → treat → if no response = add thalassemia workup → Hb electrophoresis. That's the playbook.

Lead Poisoning

Lead Poisoning

Key Labs

Normal serum iron, normal or reduced TIBC, HIGH free erythrocyte protoporphyrin (FEP). Basophilic stippling on smear (RBCs with basophilic inclusions).

Trace It

Lead blocks Delta-ALA Dehydratase (early step) and Ferrochetolase (late step in heme synthesis) → protoporphyrin accumulates → can't incorporate iron into heme → microcytic, hypochromic RBCs.

Hallmark Finding

Basophilic stippling🔑Basophilic stippling = blue dots in the red cell from precipitated RNA. The ribosomal RNA that should have been cleared out is stuck because the heme synthesis enzymes are blocked. Lead = stuck ribosomes = blue polka dots. (RBCs packed with precipitated ribosomes/RNA). Elevated FEP is the confirmatory test. Normal serum iron (unlike IDA), so the lab pattern is distinct.

Board Trap

Easy to confuse with iron deficiency if you only look at MCV. But serum iron and TIBC are normal in lead poisoning. FEP differentiates. Also: lead causes BASOPHILIC STIPPLING, not target cells.

Most Common Cause

Children eating peeling paint in old buildings (lead paint). Also occupational exposure (battery workers, miners). Chronic toxicity affects CNS (developmental delay, encephalopathy), kidneys, GI tract.

Treatment

Remove source of exposure. Chelation therapy (EDTA, dimercaprol, succimer) if blood lead >45 mcg/dL or symptomatic. Iron supplementation won't help (iron isn't the problem; heme synthesis is blocked).

Thalassemia Syndromes

Alpha-Thalassemia

Genetics

4 alpha-globin genes total. Each deletion incrementally worsens disease.

1 Deletion (-α/-αα)

Silent carrier. Normal labs, no symptoms. Only detectable if you look.

2 Deletions (-α/-α or --/αα)

Alpha-thalassemia trait. Microcytic anemia, mild ± symptoms. RBC count often disproportionately high relative to Hgb (RBC/Hgb ratio useful for diagnosis).

3 Deletions (--/-α)

Hemoglobin H disease. Moderate anemia, splenomegaly, symptoms. Forms Hb H (β4 tetramers). More microcytic. Hemolytic component.

4 Deletions (--/--)

Hydrops Fetalis (Hemoglobin Bart = γ4). Incompatible with life in utero. Fetal death or severe hemolytic disease at birth.

Pathophysiology

Loss of alpha chain → excess beta chains precipitate → hemolysis. No alpha → only beta available → Hb H or Bart forms. Microcytic because fewer normal globin chains.

Treatment

Trait: observation, genetic counseling. Hb H disease: transfusion support PRN, folate supplementation, splenectomy if hypersplenism. Prenatal testing critical for at-risk couples.

Beta-Thalassemia

Genetics

2 beta-globin genes total. Mutations reduce or abolish beta production.

1 Mutation (β+/β+ or β-/β+)

Beta-thalassemia trait (carrier). Microcytic anemia, asymptomatic or mild symptoms. Elevated Hb A2 and Hb F on electrophoresis (compensation). Normal or elevated bilirubin due to turnover.

2 Mutations (β-/β- or β+/β+)

Beta-thalassemia major (Cooley anemia). Severe anemia, jaundice at 6 months (when Hb F switches off and only abnormal beta available). Requires transfusions. Extramedullary hematopoiesis.

Hemoglobin Profile

Beta-thalassemia trait: ↑ Hb A2 (>3.5%), ↑ Hb F.🔑Hb A2 > 3.5% = beta-thalassemia trait on electrophoresis. The body compensates for less beta by making more delta chains (which form Hb A2 = alpha2-delta2). Think: beta's down, delta's up. Beta-thalassemia major: Hb A2 + Hb F only, NO Hb A (normal). This electrophoresis pattern is diagnostic.

Why Symptoms at 6 Months?

At birth, Hb F (fetal, made from gamma chains) protects. At 6 months, gamma → beta switch occurs. If beta is defective, suddenly only Hb A2 (α2δ2) and Hb F remain. Severe anemia and hypoxia result.

Treatment

Trait: observation. Major: chronic transfusions, iron chelation (transfusions overload iron), folate. Splenectomy if hypersplenism. Bone marrow/gene therapy curative but high-risk.

Interactive: Thalassemia Gene Deletion Counter

Explore Thalassemia Severity

Click gene buttons to delete them and see how phenotype changes:

Alpha-Thalassemia (4 genes normal)
0 deletions: Normal (silent carrier if 1 deletion)
Beta-Thalassemia (2 genes normal)
0 deletions: Normal phenotype

Sickle Cell Disease & Trait

Sickle Cell Disease (HbSS)

Genetics

Homozygous point mutation: Glu → Val at codon 6 of beta-globin chain. Results in Hb S (Hemoglobin Sickle).

Pathophysiology

Hb S polymerizes under low O2 → distorts RBC shape into sickle → vaso-occlusion → tissue necrosis. Hemolysis due to RBC fragility.

Hallmark Presentation

Dactylitis (painful swelling of hands/feet) in infancy. Vaso-occlusive crises (acute, severe bone pain), acute chest syndrome, splenic sequestration, priapism.

Board Facts

Protects against malaria (heterozygote advantage). Intracellular sickling seen on blood smear. High reticulocyte count (chronic hemolysis). Elevated indirect bilirubin.

Management

Hydroxyurea (↑ Hb F, ↓ sickling). Prophylactic penicillin (asplenia/functional). Pain management, hydration, transfusion support for crises. Screen for complications (stroke, osteonecrosis, retinopathy, nephropathy).

Board Trap

Don't confuse Sickle Cell Disease with Sickle Cell Trait. Trait is heterozygous (AS), generally benign, asymptomatic. Disease is homozygous (SS), severe.

Sickle Cell Trait (HbAS)

Genetics & Presentation

Heterozygous: one normal β, one sickle β. Usually asymptomatic. Diagnosed incidentally on screening.

Clinical Features

Painless hematuria (medullary necrosis from sickling in renal medulla). Cells may sickle only under extreme hypoxia (altitude, unpressurized aircraft). Generally normal lifespan.

Labs

Hb electrophoresis shows Hb S + Hb A. No symptoms, normal RBC indices, normal hemolysis markers.

Management

Genetic counseling (if both parents carry S, risk of SS disease is 25%). Advise avoiding extreme hypoxia. No specific treatment needed.

Other Microcytic Anemias

Hemoglobin C Disease (HbCC)

Genetics

Homozygous: Glu → Lys at codon 6 (same position as sickle). Results in Hb C.

Pathophysiology

Hb C is less soluble → crystals form in RBCs → hemolysis. Much milder than sickle cell.

Clinical Features

Mild hemolytic anemia, jaundice, splenomegaly. Microinfarcts but far fewer than sickle. Target cells on smear (not sickle cells). Chronic hemolysis.

Board Focus

Recognize as microcytic anemia with hemolysis. Distinguish from sickle by pattern on Hb electrophoresis and smear findings (target cells, not sickled cells). Milder clinical course.

Sideroblastic Anemia

Definition

RBCs with iron-laden mitochondria (visible on Prussian Blue stain). Failure to incorporate iron into heme despite available iron.

Types

Hereditary (X-linked, rare, positive family history). Acquired (myelodysplasia, drugs like isoniazid). Acquired much more common on board exams.

Diagnosis

Prussian Blue stain shows ringed sideroblasts (iron granules ringing the nucleus). Microcytic or normocytic depending on severity. Variable hemoglobin content.

Pathophysiology

Defect in heme synthesis machinery (often ALAS1, mitochondrial enzyme). Iron can't get incorporated → accumulates in mitochondria. RBCs produced are ineffective.

Management

Hereditary: pyridoxine (vitamin B6) may help some patients. Acquired: treat underlying condition (stop offending drug, treat MDS). Transfusion support and iron chelation as needed.

Special Case: Hereditary Spherocytosis

Hereditary Spherocytosis (Microcytic Hyperchromic)

Unique Feature

THE ONLY microcytic anemia with HIGH MCHC. This is your board clue. All others have low or normal MCHC.

Pathophysiology

Defect in RBC membrane proteins (spectrin, ankyrin, band 3) → RBC loses discoid shape → becomes dense sphere → trapped in splenic cords → hemolyzed. Intrinsic RBC defect, not external.

Key Labs

Low MCV, HIGH MCHC, high reticulocytes, high indirect bilirubin, hyperkalemia (RBCs burst, K+ releases). Osmotic fragility test positive.

Smear Finding

Spherocytes (dense, small, dark RBCs without central pallor). Not target cells. This is the diagnostic clue on microscopy.

Board Trap

Positive family history + hemolytic anemia + spherocytes + hyperkalemia = this diagnosis. Easy to miss if you're only looking at MCV. Remember: "Spherocytes = Spherocytosis" unless there's another reason (autoimmune, transfusion, burns).

Management

Folate supplementation (chronic hemolysis demands it). Splenectomy (removes the site of hemolysis) curative or near-curative. Prophylactic vaccinations before splenectomy.

Memory Hooks (Tap to Reveal)

Iron Deficiency Labs Mnemonic

LLH: Low iron, Low ferritin, High TIBC. The body is desperate for iron, so transferrin (the iron shuttle) is maxed out. Think: "iron-starved bone marrow, so body screams for more iron by raising transferrin."

Chronic Disease Labs Mnemonic

LNL: Low iron, Normal (or high) ferritin, Low TIBC. The opposite direction of ferritin is the key differentiator from iron deficiency. Hepcidin traps iron in macrophages = high ferritin, low TIBC.

Lead Poisoning Clue

Basophilic Stippling + High FEP: Lead blocks heme synthesis enzymes (Delta-ALA dehydratase, ferrochetolase). Protoporphyrin piles up (high FEP). Iron is normal (unlike IDA), so serum Fe and TIBC normal. Smear shows basophilic stippling, NOT target cells.

Thalassemia Genes Rule

Alpha-4 genes, Beta-2 genes: Alpha has 4 copies (2 per chromosome), so 1-4 deletions possible. Beta has 2 copies (1 per chromosome), so 0-2 mutations. Each deletion/mutation worsens disease incrementally. Remember the "silent carrier" (1 alpha deletion = normal labs).

Sickle vs. Trait

Disease = SS (homozygous), Trait = AS (heterozygous): Disease has dactylitis, vaso-occlusion, hemolysis. Trait is asymptomatic, hematuria only. Protects against malaria in both. Hemoglobin electrophoresis confirms: Disease = only Hb S. Trait = Hb A + Hb S.

Spherocytosis: The Exception

HIGH MCHC with low MCV: Only hereditary spherocytosis does this. All other microcytic anemias have low or normal MCHC. Spherocytes on smear + hyperkalemia + family history = diagnosis. Osmotic fragility test confirms. Splenectomy cures.

Beta-Thalassemia Major: The 6-Month Rule

Symptoms at 6 months = gamma-to-beta switch: Baby born with Hb F protecting the marrow. At 6 months, gamma chains stop, beta chains begin. If beta is defective (beta-thalassemia major), suddenly no functional Hb A. Only Hb A2 + Hb F remain. Severe anemia and hypoxia. Transfusion-dependent for life.

Decision Tree: Microcytic Anemia Workup

Low MCV (less than 80). Start here.

Board-Style Walkthrough

25 original vignettes. One at a time. Shuffle restarts fresh.

Iron deficiency smear
IDA smear
Basophilic stippling
Basophilic stippling
Lead poisoning blood film
Lead blood film
Sickle cell smear
Sickle cell smear
Score: 0 / 0 Question 1 of 25
Board-Style Walkthrough

Board-Style Walkthrough

Original board-style vignettes. Shuffled, never-repeat, full explanations for every choice.

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