Hematology · PANCE / PANRE

Thalassemia (Alpha and Beta)

Inherited disorders of globin chain synthesis causing microcytic hypochromic anemia of varying severity.

Also known as: alpha thalassemia, beta thalassemia, thalassemia major, thalassemia trait, Cooley anemia

Overview

Group of inherited anemias resulting from reduced or absent synthesis of one or more globin chains of hemoglobin. Alpha-thalassemia is caused by deletion of one or more of the four alpha-globin genes (chromosome 16); beta-thalassemia is caused by point mutations in one or both beta-globin genes (chromosome 11) reducing or eliminating beta-chain production.

Epidemiology

Most common monogenic disease worldwide. Alpha-thalassemia: Southeast Asian, African, Mediterranean ancestry. Beta-thalassemia: Mediterranean (Greek, Italian), Middle Eastern, North African, Indian, Southeast Asian. Heterozygote advantage against malaria.

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Risk factors

  • Family history; both parents must carry the variant for severe disease
  • Ethnic origin: Mediterranean, Middle Eastern, Southeast Asian, African, Indian
  • Consanguinity

Pathophysiology

Imbalanced globin chain synthesis produces ineffective erythropoiesis and hemolysis. In beta-thalassemia, excess alpha chains precipitate in erythroid precursors, causing intramedullary destruction. In alpha-thalassemia, excess beta or gamma chains form unstable tetramers (HbH = beta4, Hb Barts = gamma4). Bone marrow expansion compensates (skull, facial bones), and chronic anemia drives extramedullary erythropoiesis and iron overload from increased absorption and transfusion.

Clinical presentation

Symptoms

  • Alpha-thalassemia silent carrier (1 gene deleted) and trait (2 genes): asymptomatic or mild microcytosis
  • HbH disease (3 alpha genes deleted): moderate hemolytic anemia, splenomegaly, gallstones; transfusions intermittent
  • Hb Barts hydrops fetalis (all 4 alpha genes deleted): incompatible with extrauterine life
  • Beta-thalassemia minor (heterozygous): asymptomatic mild microcytic anemia
  • Beta-thalassemia intermedia: symptomatic anemia, occasional transfusions, hepatosplenomegaly
  • Beta-thalassemia major (Cooley anemia): severe transfusion-dependent anemia from 6-12 months as HbF declines

Signs / physical exam

  • Pallor, scleral icterus
  • Hepatosplenomegaly (extramedullary erythropoiesis, iron overload)
  • 'Chipmunk facies' — frontal bossing, maxillary overgrowth, prominent malar eminences (compensatory marrow expansion in major)
  • Short stature, delayed puberty, skeletal deformities
  • Skin bronzing (iron overload)

Classic findings

Beta-thalassemia major: 'crew-cut' skull on X-ray (vertical striations from marrow expansion) and chipmunk facies.

Differential diagnosis

  • Iron deficiency anemia — Microcytic but with elevated RDW, low ferritin, high TIBC; Mentzer index (MCV/RBC) >13 suggests IDA; thalassemia has near-normal RDW and Mentzer <13
  • Anemia of chronic disease — Normal or low MCV, low TIBC, normal/high ferritin, inflammatory context
  • Sideroblastic anemia (congenital) — Ringed sideroblasts on marrow iron stain; iron overload from inception
  • Lead poisoning — Microcytosis with basophilic stippling, elevated lead level, environmental history
  • Hemoglobin C disease/trait — Target cells, HbC crystals; hemoglobin electrophoresis diagnostic

Diagnostic workup

Diagnostic criteria

Hemoglobin electrophoresis pattern (elevated HbA2 ± HbF for beta-thal; HbH band for HbH disease) or molecular genetic testing (alpha-thal gene deletions). Family studies useful.

Labs

  • CBC — microcytic anemia (MCV often very low, 60-70), elevated RBC count, normal RDW, target cells
  • Peripheral smear — target cells, basophilic stippling, nucleated RBCs (in major)
  • Iron studies normal or elevated (distinguishes from iron deficiency)
  • Hemoglobin electrophoresis (or HPLC): beta-thal trait shows elevated HbA2 (>3.5%) and often elevated HbF; beta-thal major shows mostly HbF, little or no HbA
  • Alpha-thalassemia: electrophoresis typically normal in trait (silent or minor); HbH disease shows HbH band; molecular genetic testing (gap-PCR) for definitive diagnosis
  • Mentzer index = MCV / RBC count; <13 suggests thalassemia, >13 suggests iron deficiency

Imaging

  • Skull X-ray — 'hair-on-end' or 'crew-cut' appearance in thalassemia major
  • MRI T2* of liver and heart — quantifies iron overload in chronically transfused patients
  • Bone age, growth assessment

Diagnostic algorithm

TypeGenotypeHemoglobin PatternClinical Severity
Alpha silent carrier-α/αα (1 gene deleted)NormalAsymptomatic
Alpha trait--/αα or -α/-α (2 genes)Normal or mild ↑Hb Barts at birthMild microcytosis
HbH disease--/-α (3 genes deleted)HbH (β4) presentModerate hemolytic anemia
Hb Barts hydrops--/-- (4 genes deleted)Hb Barts (γ4)Hydrops fetalis, fatal
Beta-thal minorβ/β+ or β/β0↑HbA2 (>3.5%), ↑HbFAsymptomatic microcytic anemia
Beta-thal intermediaβ+/β+ (mild)↑HbF, variable HbASymptomatic, occasional transfusions
Beta-thal majorβ0/β0Mostly HbF, no HbATransfusion-dependent from infancy
Thalassemia syndromes — genotype, hemoglobin pattern, and clinical severity.

Treatment

First-line

  • Thalassemia minor/trait: no treatment; genetic counseling regarding partner carrier status and prenatal options
  • Thalassemia intermedia: folic acid 1 mg daily, transfuse for growth failure, intercurrent illness, symptomatic anemia
  • Thalassemia major: chronic transfusion every 2-4 weeks targeting pretransfusion Hb 9-10 g/dL to suppress endogenous erythropoiesis and prevent skeletal/extramedullary complications
  • Iron chelation once ferritin >1000 ng/mL or 10-20 transfusions: deferasirox (oral once daily), deferiprone (oral TID), deferoxamine (SC/IV infusion)
  • Splenectomy for hypersplenism with high transfusion requirement (with prior vaccination)
  • Genetic counseling and prenatal diagnosis (chorionic villus sampling, amniocentesis, preimplantation genetic testing)

Second-line / adjunct

  • Luspatercept — TGF-beta ligand trap; reduces transfusion requirement in beta-thalassemia (BELIEVE trial)
  • Allogeneic HSCT — potentially curative; best results in children with matched sibling donors before iron overload
  • Gene therapy — betibeglogene autotemcel (beti-cel) and exa-cel approved for transfusion-dependent beta-thalassemia
  • Hydroxyurea — modest HbF induction in selected thalassemia intermedia patients

Complications

  • Iron overload (cardiac, hepatic, endocrine) — leading cause of mortality without chelation
  • Cardiomyopathy, arrhythmia, heart failure
  • Endocrinopathies: hypogonadism, hypothyroidism, hypoparathyroidism, diabetes, growth failure
  • Hepatic fibrosis, cirrhosis, hepatocellular carcinoma
  • Skeletal deformity, osteoporosis, pathologic fracture
  • Hypersplenism with worsening anemia and thrombocytopenia
  • Alloimmunization, transfusion-transmitted infection (historic)
  • Pulmonary hypertension (especially post-splenectomy thalassemia intermedia)

PANCE pearls

  • Thalassemia trait shows microcytosis OUT OF PROPORTION to mild anemia, with normal RDW — contrast with iron deficiency where RDW is high and microcytosis tracks with anemia severity.
  • Mentzer index = MCV/RBC: <13 suggests thalassemia, >13 suggests iron deficiency. Useful but imperfect.
  • Elevated HbA2 (>3.5%) on electrophoresis is diagnostic for beta-thalassemia minor.
  • Alpha-thalassemia trait often has NORMAL hemoglobin electrophoresis — diagnosis is by exclusion plus genetic testing.
  • Hb Barts hydrops fetalis (no alpha genes) causes severe intrauterine anemia and hydrops; incompatible with life without intrauterine transfusion and stem cell rescue.
  • Crew-cut/hair-on-end skull X-ray reflects marrow expansion in severe untreated beta-thalassemia major.
  • Iron chelation is the most important intervention reducing mortality in chronically transfused thalassemia patients.

References

  • TIF 2021 — Thalassaemia International Federation Guidelines for the Management of Transfusion Dependent Thalassaemia (4th edition)
  • BSH 2016 — Significant haemoglobinopathies: guidelines for screening and diagnosis (Ryan et al., Br J Haematol)
  • BELIEVE Trial — Luspatercept in Patients with Transfusion-Dependent β-Thalassemia (Cappellini et al., NEJM 2020)
  • Locatelli et al. — Exagamglogene autotemcel for Transfusion-Dependent β-Thalassemia (NEJM 2024)

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