Hematology · PANCE / PANRE

Iron Deficiency Anemia

Microcytic hypochromic anemia from depleted iron stores — most common anemia worldwide.

Also known as: IDA, iron deficiency, microcytic anemia, hypochromic anemia

Overview

Anemia resulting from insufficient body iron to sustain normal erythropoiesis. Defined by reduced hemoglobin with low ferritin (<30 ng/mL in most adults, <15 ng/mL highly specific) and reduced transferrin saturation (<20%).

Epidemiology

Most common cause of anemia globally and in the United States. Highest prevalence in menstruating women, pregnant patients, infants/toddlers, and adults with chronic blood loss. In men and postmenopausal women, GI blood loss must be excluded.

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Risk factors

  • Heavy menstrual bleeding, pregnancy, lactation
  • GI blood loss: peptic ulcer disease, colorectal neoplasm, hookworm, NSAID use, angiodysplasia
  • Malabsorption: celiac disease, atrophic gastritis, H. pylori, post-gastric bypass, PPI use
  • Inadequate intake: strict vegetarian/vegan diet, infants on cow's milk before 1 year
  • Frequent blood donation, hemodialysis
  • Endurance athletes (foot-strike hemolysis, hepcidin elevation)

Pathophysiology

Iron is required for heme synthesis. When demand exceeds supply (loss > absorption), storage iron (ferritin) is mobilized first, then transport iron (transferrin saturation falls), and finally functional iron in erythrocytes. Erythropoiesis becomes iron-restricted, producing small (microcytic), pale (hypochromic) red cells with reduced hemoglobin content.

Clinical presentation

Symptoms

  • Fatigue, dyspnea on exertion, exercise intolerance, lightheadedness
  • Headache, poor concentration, irritability
  • Pica (craving ice/pagophagia, clay, starch) — relatively specific for iron deficiency
  • Restless legs syndrome
  • Hair loss, brittle nails

Signs / physical exam

  • Pallor of conjunctiva, palms, nail beds
  • Tachycardia, systolic flow murmur
  • Koilonychia (spoon nails) — advanced/chronic
  • Angular cheilitis, atrophic glossitis (smooth red tongue)
  • Plummer-Vinson syndrome: dysphagia + esophageal web + IDA (rare, premalignant)

Classic findings

Pica with ice craving plus microcytic anemia and low ferritin is highly suggestive of iron deficiency.

Differential diagnosis

  • Anemia of chronic disease (ACD) — Ferritin normal or elevated (acute phase reactant), low TIBC, low transferrin saturation; iron sequestered by hepcidin
  • Thalassemia trait — Microcytosis disproportionate to mild anemia, normal RDW, Mentzer index <13 (MCV/RBC); hemoglobin electrophoresis abnormal in beta-thal
  • Sideroblastic anemia — Microcytic or dimorphic; ringed sideroblasts on marrow iron stain; elevated ferritin and iron
  • Lead poisoning — Basophilic stippling, occupational/environmental exposure, elevated blood lead level
  • Combined deficiency (B12/folate + iron) — Normocytic MCV with wide RDW; both micro- and macrocytic populations on smear

Diagnostic workup

Diagnostic criteria

Microcytic anemia (Hb low, MCV <80 fL) plus ferritin <30 ng/mL OR transferrin saturation <20% with consistent clinical context.

Labs

  • CBC with peripheral smear — microcytic (MCV <80), hypochromic, anisocytosis (elevated RDW), pencil cells, target cells
  • Iron studies — low ferritin (<30 ng/mL diagnostic in most adults; <100 ng/mL may indicate deficiency in inflammation/CKD), low serum iron, elevated TIBC, transferrin saturation <20%
  • Reticulocyte count — inappropriately low for degree of anemia
  • Soluble transferrin receptor — elevated in IDA, normal in ACD (useful when ferritin uninterpretable)
  • Stool occult blood; consider tissue transglutaminase IgA (celiac screen) in unexplained IDA

Imaging

  • Upper and lower endoscopy in men and postmenopausal women with IDA, and in premenopausal women not responding to iron
  • Capsule endoscopy if EGD/colonoscopy nondiagnostic and bleeding persists

Diagnostic algorithm

ParameterIron DeficiencyAnemia of Chronic DiseaseThalassemia Trait
MCVLowNormal or lowLow (disproportionate)
RDWHighNormalNormal
FerritinLow (<30)Normal or highNormal or high
Serum ironLowLowNormal or high
TIBCHighLowNormal
Transferrin saturationLow (<20%)LowNormal or high
sTfRHighNormalNormal or high
Iron studies pattern across the common microcytic anemias.

Treatment

First-line

  • Identify and correct the underlying cause (most important step)
  • Oral iron — ferrous sulfate 325 mg (65 mg elemental), ferrous gluconate, ferrous fumarate; one tablet every other day improves absorption and tolerability versus daily dosing
  • Take on empty stomach with vitamin C (orange juice) to enhance absorption; avoid concurrent calcium, antacids, PPIs, coffee, tea
  • Continue iron 3-6 months after hemoglobin normalizes to replete stores

Second-line / adjunct

  • IV iron — ferric carboxymaltose, iron sucrose, ferumoxytol, low-molecular-weight iron dextran; indicated for intolerance to oral iron, malabsorption (celiac, IBD, post-bypass), CKD on dialysis, ongoing blood loss exceeding oral absorption, or need for rapid replenishment (late pregnancy)
  • Transfusion reserved for hemodynamic instability, severe symptomatic anemia, or active hemorrhage

Complications

  • High-output heart failure (severe chronic anemia)
  • Impaired neurocognitive development in infants and young children
  • Adverse pregnancy outcomes: preterm birth, low birth weight, postpartum depression
  • Worsened outcomes in HF, CKD, and post-operative recovery
  • Plummer-Vinson syndrome with risk of esophageal squamous cell carcinoma

PANCE pearls

  • Reticulocytosis should be visible within 7-10 days of starting oral iron; hemoglobin rises ~1 g/dL every 2-3 weeks.
  • Failure to respond to oral iron suggests ongoing loss, malabsorption, noncompliance, or wrong diagnosis (think thalassemia, ACD).
  • IV iron does NOT require a test dose for newer formulations (ferric carboxymaltose, ferumoxytol); anaphylaxis risk is much lower than with older high-molecular-weight iron dextran.
  • Ferritin is an acute phase reactant — can be falsely normal in inflammation, infection, malignancy, CKD. Use transferrin saturation and soluble transferrin receptor in these settings.
  • Every-other-day dosing minimizes hepcidin-driven absorption blockade and improves total iron uptake compared to daily dosing.

References

  • ASH 2020 — American Society of Hematology 2020 guidelines for management of iron deficiency anemia
  • AGA 2020 — AGA Clinical Practice Guidelines on the Gastrointestinal Evaluation of Iron Deficiency Anemia (Ko et al., Gastroenterology 2020)
  • WHO 2011 — WHO Hemoglobin concentrations for the diagnosis of anemia and assessment of severity
  • Stoffel et al. — Iron absorption from oral iron supplements given on consecutive versus alternate days (Lancet Haematology 2017)

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