Hematology · PANCE / PANRE

Vitamin B12 Deficiency / Pernicious Anemia

Macrocytic megaloblastic anemia with neurologic features from cobalamin deficiency.

Also known as: B12 deficiency, cobalamin deficiency, pernicious anemia, megaloblastic anemia

Overview

Anemia and neurologic disease resulting from deficiency of vitamin B12 (cobalamin), a cofactor for methionine synthase and methylmalonyl-CoA mutase. Pernicious anemia is the autoimmune subtype caused by loss of intrinsic factor from gastric parietal cell destruction.

Epidemiology

Affects 6% of adults over 60 in the US. Pernicious anemia is the most common cause of severe B12 deficiency in adults; prevalence ~2% over age 60, more common in northern European and African ancestry, and associated with other autoimmune disease.

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Question 1HematologyMedium
A 58-year-old vegetarian woman has fatigue. Labs: Hgb 9.4, MCV 108 fL, normal reticulocyte count, low B12 level, elevated methylmalonic acid and homocysteine. Peripheral smear shows hypersegmented neutrophils. Which is the next best step in workup?
  • AUpper endoscopy with gastric body and antral biopsies
  • BAnti-intrinsic factor and anti-parietal cell antibodies
  • CBone marrow aspirate and biopsy with cytogenetic analysis
  • DSerum iron, total iron-binding capacity, and ferritin levels
Reveal answer & full explanation
Correct answer: B — Anti-intrinsic factor and anti-parietal cell antibodies
  • AUpper endoscopy with gastric body and antral biopsies
  • BAnti-intrinsic factor and anti-parietal cell antibodies
  • CBone marrow aspirate and biopsy with cytogenetic analysis
  • DSerum iron, total iron-binding capacity, and ferritin levels

Why Anti-intrinsic factor and anti-parietal cell antibodies is correct

  • This is megaloblastic macrocytic anemia from B12 deficiency
  • Elevated methylmalonic acid (MMA) AND homocysteine differentiates B12 deficiency from folate deficiency, which elevates only homocysteine
  • Causes of B12 deficiency: pernicious anemia (autoimmune anti-intrinsic factor (anti-IF)/parietal cell antibodies — MOST COMMON cause in adults), strict vegetarianism, terminal ileal disease, gastric bypass, atrophic gastritis
  • Anti-IF antibodies are highly specific for pernicious anemia; anti-parietal cell antibodies are sensitive but less specific
  • Serology is sent regardless of dietary history: a vegetarian diet does not exclude coexisting pernicious anemia, and a positive result changes management (lifelong parenteral or high-dose oral B12 rather than dietary correction, plus increased gastric cancer risk)

Why the others are wrong

  • Upper endoscopy with gastric body and antral biopsies — can document atrophic gastritis, but it is invasive and follows rather than precedes noninvasive serologic testing; it is reserved for confirmed pernicious anemia or alarm symptoms
  • Bone marrow aspirate and biopsy with cytogenetic analysis — unnecessary when B12 deficiency is already established as the cause; reserved for cytopenias that persist despite repletion or suspected myelodysplastic syndrome
  • Serum iron, total iron-binding capacity, and ferritin levels — appropriate for microcytic anemia workup; this patient has macrocytic anemia from B12 deficiency
Question 2HematologyMedium
A 62-year-old woman has fatigue, macrocytosis, paresthesias, and positive intrinsic factor antibodies. Which of the following best explains the anemia?
  • ADefective heme group production
  • BImpaired nuclear DNA synthesis
  • CReduced erythropoietin release
  • DIncreased red-cell membrane loss
Reveal answer & full explanation
Correct answer: B — Impaired nuclear DNA synthesis
  • ADefective heme group production
  • BImpaired nuclear DNA synthesis
  • CReduced erythropoietin release
  • DIncreased red-cell membrane loss

Why Impaired nuclear DNA synthesis is correct

  • Intrinsic factor antibodies block B12 absorption (pernicious anemia), and B12 is a cofactor for thymidine synthesis.
  • Stalled DNA synthesis with continued cytoplasmic growth yields megaloblastic, macrocytic red cells.
  • The paresthesias point to B12 rather than folate, since only B12 causes the neuropathy.

Why the others are wrong

  • Defective heme group production — Sideroblastic or lead-related heme defects are microcytic, not macrocytic; this is a size-pattern trap.
  • Increased red-cell membrane loss — Membrane defects give spherocytic hemolysis with high reticulocytes, not megaloblastosis.
  • Reduced erythropoietin release — Low EPO from kidney disease gives normocytic anemia and no neurologic findings.
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Risk factors

  • Age >60
  • Autoimmune disease (type 1 diabetes, thyroid disease, vitiligo) — pernicious anemia association
  • Strict vegan diet (years of inadequate intake)
  • Gastrectomy, bariatric surgery, gastric bypass
  • Terminal ileum disease/resection (Crohn disease)
  • Prolonged metformin or PPI/H2 blocker use
  • Chronic alcohol use
  • Pancreatic insufficiency, Diphyllobothrium latum (fish tapeworm) infection
  • Nitrous oxide exposure (recreational or anesthesia in marginal patients)

Pathophysiology

Dietary B12 binds R-factor in the stomach, is released by pancreatic enzymes in the duodenum, and then complexes with intrinsic factor (from gastric parietal cells) for absorption in the terminal ileum. In pernicious anemia, autoantibodies destroy parietal cells and/or intrinsic factor, blocking absorption. B12 deficiency impairs DNA synthesis (megaloblastic erythropoiesis) and myelin maintenance (subacute combined degeneration of dorsal columns and lateral corticospinal tracts).

Clinical presentation

Symptoms

  • Fatigue, dyspnea on exertion, pallor
  • Glossitis (smooth, beefy red, painful tongue), angular cheilitis
  • Anorexia, weight loss, diarrhea
  • Neurologic: symmetric paresthesias in feet/hands, gait ataxia, loss of vibration/proprioception
  • Cognitive: memory impairment, confusion, depression, psychosis ('megaloblastic madness')
  • Optic atrophy, autonomic dysfunction (advanced)

Signs / physical exam

  • Lemon-yellow pallor (combination of anemia and mild hemolysis)
  • Decreased vibratory sense and proprioception (dorsal columns)
  • Positive Romberg, wide-based ataxic gait
  • Hyperreflexia, upgoing toes (lateral corticospinal tract)
  • Beefy smooth tongue (Hunter glossitis)

Classic findings

Subacute combined degeneration — dorsal column + lateral corticospinal tract demyelination causing posterior column sensory loss with UMN signs. Neurologic deficits can occur WITHOUT anemia.

Differential diagnosis

  • Folate deficiency — Identical megaloblastic anemia on smear and labs; NO neurologic features; serum folate low, methylmalonic acid normal
  • Myelodysplastic syndrome — Elderly, macrocytic with dysplasia, persistent cytopenias, blasts on smear/marrow
  • Hypothyroidism — Macrocytic anemia without megaloblastic features; elevated TSH
  • Alcohol use disorder — Macrocytic anemia from direct marrow toxicity, often coexists with B12/folate deficiency
  • Drug-induced macrocytosis — Hydroxyurea, methotrexate, zidovudine, phenytoin, sulfasalazine
  • Reticulocytosis — Hemolysis or recent blood loss; reticulocytes are large and raise MCV; LDH, haptoglobin, bilirubin differentiate
  • Liver disease — Round macrocytes, not oval; target cells; abnormal LFTs

Diagnostic workup

Diagnostic criteria

Low serum B12 (<200 pg/mL) OR borderline B12 with elevated MMA, plus clinical/laboratory features consistent with deficiency. Pernicious anemia confirmed by positive anti-intrinsic factor antibody.

Labs

  • CBC — macrocytic anemia (MCV often >110 fL), pancytopenia in advanced cases
  • Peripheral smear — oval macrocytes, hypersegmented neutrophils (>5 lobes or any 6-lobed), anisopoikilocytosis
  • Serum B12 — <200 pg/mL diagnostic; 200-300 pg/mL borderline (confirm with MMA)
  • Methylmalonic acid (MMA) — elevated in B12 deficiency, normal in folate deficiency (most sensitive/specific test for tissue B12 deficiency)
  • Homocysteine — elevated in both B12 and folate deficiency
  • LDH and indirect bilirubin elevated (ineffective erythropoiesis = intramedullary hemolysis); haptoglobin low
  • Anti-intrinsic factor antibody (specific for pernicious anemia, ~70% sensitive); anti-parietal cell antibody (more sensitive, less specific)
  • Reticulocyte count low (inappropriately)

Imaging

  • MRI cervical/thoracic spine — T2 hyperintensity in dorsal columns ('inverted V sign') in subacute combined degeneration
  • EGD with biopsy if pernicious anemia suspected — atrophic gastritis; ~3x risk of gastric adenocarcinoma and carcinoid

Diagnostic algorithm

FeatureB12 DeficiencyFolate Deficiency
MCVElevated (often >110)Elevated
Hypersegmented neutrophilsYesYes
Neurologic symptomsYes (paresthesias, ataxia, dementia)No
Serum methylmalonic acidElevatedNormal
Serum homocysteineElevatedElevated
Typical onsetYears (large hepatic stores)Months (limited stores)
CausesPernicious anemia, ileal disease, PPI/metformin, vegan dietPoor diet, alcohol, pregnancy, methotrexate, phenytoin
TreatmentB12 IM or high-dose oralOral folate 1-5 mg/day
Distinguishing B12 from folate deficiency — methylmalonic acid is the most specific discriminator.

Treatment

First-line

  • Cyanocobalamin or hydroxocobalamin IM — 1000 mcg IM daily for 1 week, then weekly for 4 weeks, then monthly for life (pernicious anemia) or until cause corrected
  • High-dose oral cyanocobalamin 1000-2000 mcg daily — alternative for non-PA causes and stable PA patients; ~1% absorbed passively independent of intrinsic factor
  • Sublingual and intranasal formulations available
  • Treat concurrent iron deficiency (often unmasked after B12 repletion)

Second-line / adjunct

  • Address underlying cause: discontinue offending drugs when possible, treat H. pylori, manage Crohn disease, screen for celiac
  • Monitor potassium — refeeding hypokalemia can occur in first 48 hours of treatment
  • Lifelong replacement in pernicious anemia, post-gastrectomy, terminal ileum resection

Complications

  • Permanent neurologic deficits if untreated >6 months (dorsal column and corticospinal tract damage)
  • Increased gastric adenocarcinoma and carcinoid risk in pernicious anemia (EGD surveillance debated; baseline endoscopy recommended)
  • Severe pancytopenia with risk of bleeding and infection
  • Hyperhomocysteinemia — associated with arterial/venous thrombosis
  • Refeeding hypokalemia after starting therapy

PANCE pearls

  • Neurologic deficits can occur with normal hemoglobin — do not exclude B12 deficiency in a patient with paresthesias and ataxia just because the CBC is normal.
  • Folate replacement WITHOUT B12 in a B12-deficient patient corrects the anemia but allows neurologic disease to progress — always check B12 before treating presumed folate deficiency.
  • Methylmalonic acid is more reliable than serum B12 for diagnosis; serum B12 has high false-negative and false-positive rates.
  • Schilling test is obsolete (radioisotope and intrinsic factor unavailable); diagnosis now relies on antibody testing.
  • Nitrous oxide irreversibly oxidizes cobalamin and can precipitate fulminant deficiency — important in recreational use ('whippets') and in marginal patients undergoing anesthesia.
  • Hypersegmented neutrophils on smear are a clue even before macrocytosis develops.

References

  • BSH 2014 — British Society for Haematology Guidelines for the diagnosis and treatment of cobalamin and folate disorders (Devalia et al., Br J Haematol 2014)
  • Stabler — Vitamin B12 Deficiency (Stabler, NEJM 2013)
  • Green et al. — Vitamin B12 deficiency from the perspective of a practicing hematologist (Green, Blood 2017)
  • Andres et al. — Oral cobalamin (daily dose of 1000 μg) for the treatment of severe cobalamin deficiencies (J Am Geriatr Soc 2001)

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