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What is This?
The most severe consequence of iron depletion is iron deficiency the outcome of both conditions. In this review, the prevalence of
anemia (IDA), and it is still considered the most common nutri- IDA related to confounding medical conditions will be described
tion deficiency worldwide. Although the etiology of IDA is multi- along with its diverse etiologies. Distinguishing IDA from ane-
faceted, it generally results when the iron demands by the body mia of chronic disease using hematologic measures is reviewed
are not met by iron absorption, regardless of the reason. as well. In addition, current diagnostic strategies that are inclu-
Individuals with IDA have inadequate intake, impaired absorp- sive of clinical presentation, biochemical tests, and differential
tion or transport, physiologic losses associated with chronologi- diagnosis will be outlined, followed by a discussion of treatment
cal or reproductive age, or chronic blood loss secondary to modalities and future research recommendations. (Nutr Clin
disease. In adults, IDA can result in a wide variety of adverse out- Pract. 2008;23:128-141)
comes including diminished work or exercise capacity, impaired
thermoregulation, immune dysfunction, GI disturbances, and
neurocognitive impairment. In addition, IDA concomitant with Keywords: anemia; iron deficiency anemia; iron metabolism
chronic kidney disease or congestive heart failure can worsen disorders; iron; ferritins
I
ron is a component of every living cell and has been significant negative consequence of iron deficiency is
recognized for centuries as an essential element for anemia; this type of anemia is categorized as microcytic,
the maintenance of health. Iron participates in hypochromic, although in the early stages of depletion, it
numerous biochemical reactions primarily involved in is often normocytic, normochromic. In general, iron defi-
oxygen transport and storage, adenosine triphosphate ciency results from extensive negative iron balance, culmi-
production, deoxyribonucleic acid synthesis, and electron nating in decreased or exhausted iron stores. Sequential
transport.1-4 Although the body’s homeostatic mecha- changes in iron status occur before the diagnosis of IDA
nisms conserve iron efficiently, iron deficiencies can still is verified. In fact, the anemia that occurs is a late mani-
arise, especially when intake fails to meet physiologic festation of IDA; it evolves over time as iron stores pro-
needs or when stores become depleted. Those at greatest gressively become depleted. The stages of iron depletion
risk for developing iron deficiency include premenopausal correspond as follows: negative iron balance, iron depletion,
women and young children, elderly hospitalized patients iron-deficient erythropoiesis, and, finally, IDA. Depleted
requiring diagnostic blood sampling, and individuals with iron stores and iron deficiency without anemia are consid-
GI blood losses, malabsorption states, gastric cancer, and ered mild to moderate forms of iron deficiency and may
following GI surgery.5-10 Therefore, it is reasonable to or may not have overt symptoms. Conversely, iron defi-
conclude that any clinical condition involving blood loss, ciency with anemia falls at the severe end of the spectrum
iron malabsorption, or decreased intake can potentially of iron depletion, with corresponding alterations in hema-
increase the risk of the development of iron deficiency tological laboratory values and observable signs and symp-
anemia (IDA). toms. When this occurs, erythropoiesis within the bone
Iron deficiency anemia is still considered the most marrow is diminished, resulting in low hemoglobin con-
common nutrition deficiency worldwide.11,12 The most centrations with progression to the status of IDA.
The classic hematological screening test for iron
deficiency is hemoglobin, whereas serum ferritin concen-
From Virginia Polytechnic Institute and State University,
Department of Human Nutrition, Foods and Exercise, Blacksburg, tration is used to assess iron stores. Because the life span
Virginia. of a red blood cell is 120 days, sufficient time must elapse
for iron deficiency to have an impact; therefore, relying
Address correspondence to: Susan F. Clark, PhD, RD, Virginia
Polytechnic Institute and State University, Department of on hemoglobin only for screening delays the detection of
Human Nutrition, Foods and Exercise, 338C Wallace (0430), IDA. The lack of a highly sensitive, reliable, minimally
Blacksburg, VA 24061; e-mail: sfclark@vt.edu. noninvasive, and cost-effective screening marker to detect
128
Downloaded from ncp.sagepub.com at UNIV OF SOUTHERN CALIFORNIA on April 3, 2014
Iron Deficiency Anemia / Clark 129
this condition continues to make eradication of iron defi- Table 1. Prevalence of Iron Deficiency
ciency challenging. Anemia in the United Statesa
In adults, iron deficiency leading to anemia can result
Group/Age 1988-1994, % 1999-2000, %
in a wide variety of adverse health outcomes, including
diminished work capacity, impaired thermoregulation, Children
immune dysfunction, GI disturbances, and Helicobacter 1-2 9 7
pylori infection.3,13-17 Other effects include neurocognitive 3-5 3 5
impairment leading to psychomotor and cognitive abnor- 6-11 2 4
malities in children, which, if left unchecked, impair learn- Women (nonpregnant)
ing.18-22 Iron deficiency anemia during pregnancy has 12-49 11 12
long been associated with an increased risk of low birth 50-69 5 9
70 7 6
weight, preterm delivery, perinatal mortality, and infant and
Men
young child mortality as well as maternal mortality.23-26 12-15 1 5
Anemia is also frequently seen in patients with congestive 16-69 1 2
heart failure and chronic kidney failure, and IDA has 70 4 3
been attributed to exacerbating both conditions.27-30 Iron Women by racial/ethnic group
deficiency with anemia is also a fairly common complica- Non-Hispanic white 8 10
tion in inflammatory conditions such as inflammatory Black 15 19
bowel disease (IBD).31 Mexican living in the 19 22
From a clinical perspective, IDA can be relatively iso- United States
lated, appearing in healthy populations (young children, a
Adapted from the Centers for Disease Control and Prevention.
pregnant women), or it can be a by-product of chronic Iron deficiency—United States, 1999-2000. MMWR Morb Mortal
disease, often referred to as anemia of chronic disease Wkly Rep. 2002;51:897-899.5
(ACD). Because IDA is frequently associated with myriad
clinical conditions and many patients initially present
asymptomatic, the actual diagnosis of IDA can be prob- pregnant women.38,39 African American and Mexican
lematic.32 Furthermore, since anemia is a fairly common American women have a prevalence of 19% to 22% as
reason why elderly patients are hospitalized, it tends to well. Recreational athletes (both men and women) have a
further compromise other coexisting medical condi- higher prevalence of iron deficiency compared with the
tions.33,34 Thus, a thorough diagnostic assessment to iden- less active population.40 It is also well documented that
tify the etiology of IDA and provide the appropriate the incidence of iron deficiency, with and without anemia,
therapy is critical. This article will review the prevalence is greater in female athletes than male athletes. Seemingly,
of IDA; investigate its multifaceted etiologies, diagnostic an increase in the occurrence of anemia simply happens
criteria, and strategies; and outline the various treatment with age, especially in persons older than 65 years.41,42
modalities currently recommended in practice. Determining the prevalence of IDA in select popula-
tions has been difficult because of confounding factors
such as the impact of age, living situation, and the extent
Prevalence of comorbidities found in chronic diseases. In addition, the
differential diagnosis between IDA and ACD further com-
According to the National Health and Nutrition plicates interpretation of prevalence data. What is known
Examination 1999-2000 survey, the prevalence of IDA in about the incidence of anemia is that it increases with age,
the United States varies widely by age, gender, race, and constituting roughly 10% of people aged 65 and older.6,42-44
ethnicity (Table 1).5,35 Although its prevalence has Although ACD is considered more common than IDA in
remained relatively stable over the past decade in the gen- the elderly population, 15% of patients older than 65 years
eral U.S. population, it continues to be highest among admitted to a geriatric hospital were found to have IDA.45
minorities, children from economically challenged fami- In contrast, a much lower incidence (4%-7%) was found in
lies, and low-income pregnant women.36 The estimated a community of relatively healthy men and women older
prevalence of iron deficiency among young toddlers aged than 70 years.46 In the 1999 National Nursing Home
1 to 2 years is 7%, increasing to 9% to 16% among adoles- Survey, IDA was reported in only 1.1% of nursing home res-
cents and adult women of childbearing age, respectively. idents.47 However, a more recent report found a 48% preva-
In addition, the prevalence of IDA in low-income pregnant lence of anemia in chronically ill nursing home residents.48
women has been estimated to be as high as 29%.37 Another This disparity in prevalence may simply reflect an inability
contributing factor to IDA in the female population, aside to distinguish between ACD and IDA.
from menstrual iron losses, is that iron intake is well below Unfortunately, most prevalence data for IDA tend to
the estimated average requirement for approximately 16% be generalized for select populations based on age and
of menstruating women and middle- to upper-income gender rather than various clinical conditions. A logical
breakdown of IDA includes 2 categories; one is based on When determining prevalence rates in various condi-
physiologic or nutrition need, while the other is patho- tions, a systematic approach to diagnostic criteria and
genic iron deficiency secondary to GI disease related to data collection is needed to identify and correct the
blood loss or malabsorption of iron.17 Explicitly, IDA is underlying cause of IDA. This will aid in better manage-
associated with various chronic diseases or conditions in ment and diagnostic strategies, which will subsequently
which it frequently coexists with ACD; however, the improve treatment and ultimately patient outcomes and
prevalence of IDA is less defined. Some of these condi- well-being.
tions or diseases include IBD, chronic kidney disease
(CKD), congestive heart failure, restless leg syndrome, GI
disorders, and other illnesses.49-55 Iron deficiency anemia Etiology
is also a frequent manifestation with liver cirrhosis as a
consequence of GI bleeding from peptic ulcers or Iron deficiency anemia has both physiologic and patho-
esophageal varices.56 In addition, IDA has also been doc- logic causes. Physiologic causes relate to the greater iron
umented in surgical patients but varies widely from 5% to demands during periods of growth and development ver-
75.8% and is dependent on the type of surgery and degree sus pathologic causes, which refer to iron losses second-
of blood loss during or after surgery.10 ary to a chronic medical condition. The etiology of IDA is
In general, the occurrence of IDA in various GI dis- certainly multifaceted and to some extent lacks conformity.
eases with or without bleeding is incomplete.57 It has been It depends on a patient’s medical condition, age, comor-
reported in 55.5% patients undergoing an ileal pouch with bidities, and concomitant therapies. A single hypothesis
anal anastomosis for ulcerative colitits.58 The incidence seldom explains the cause of IDA. In general, iron defi-
rose to 77% in those patients who postoperatively devel- ciency results when iron demands by the body are not met
oped pouchitis. Others have reported that as many as one- by iron absorption. Thus, patients with IDA may have
third of patients with IBD suffer from anemia, although inadequate intake, impaired absorption, suppressed trans-
these data did not clearly distinguish between IDA and port, or physiologic losses secondary to chronological or
ACD.59 A systematic review of the literature found that the reproductive age or chronic blood loss. Despite best diag-
incidence of anemia in patients with Crohn’s disease ranged nostic efforts, approximately 29% to 47% of patients with
from 10.2% to 72.7%, from 8.8% to 66.6% in patients with IDA lack a definitive etiology.55
ulcerative colitis, and from 17.5% to 73.7% in undifferen- Normal iron balance is tightly regulated via alterations
tiated IBD.49,60 Others have reported that 38% of patients in absorption rather than excretion.66 Iron deficiency ane-
with Crohn’s disease will develop anemia as a comorbidity mia can be related to inadequate intake or increased iron
of their condition.50 A more recent study reported similar needs during physiologic growth periods, but it is usually
rates of IDA in 40% of IBD subjects.31 Overall, the preva- secondary to GI occult blood loss.55 Several pharmacologic
lence of anemia in IBD is significant. Outcomes data of agents or conditions can also interfere with iron’s absorp-
IBD patients with anemia reveal diminished quality of life tion or transport, leading to iron loss or defective absorption,
and greater disease severity. Iron deficiency anemia is also which results in IDA in adults. These include H2 blockers,
the most commonly encountered anemia in humans diag- proton pump inhibitors, aspirin or nonsteroidal anti-
nosed with celiac disease, with an incidence in adults as inflammatory drug (NSAID) use, duodenal and gastric
high as 46%.61 Interestingly, in pediatric patients with ulcers, carcinoma, adenomatous polyps, IBD, and erosive
celiac disease, the percentage is lower (20%), but it is usu- gastritis.55 Additional reasons include celiac disease, previ-
ally the sole clinical manifestation in these patients and is ous total or subtotal gastrectomy, and bariatric surgery. An
often characterized as refractory.62 Iron deficiency anemia even more complex etiology involves the patient with
is also reported in 26% of patients with autoimmune altered hepatic function or compromised protein status.
atrophic gastritis.17 For example, many cirrhotic patients are malnourished
Iron deficiency is a well-documented complication of and malabsorb key micronutrients such as iron, with IDA
gastric resection. Dated statistics indicate that the preva- becoming commonplace in this population.67 Two physio-
lence of IDA in patients undergoing gastric resection logic functions of the liver are the storage of iron as fer-
ranges from 10% to 34%.57 However, more recent data ritin and the synthesis of transferrin, iron’s transport
report IDA being present in 94.4% of gastrectomized protein. Subsequently, with hepatic disease, iron becomes
patients.63 The large difference may be related more to the trapped in a diseased liver as the liver is unable to synthe-
actual type of surgical resection. The number of adults size transferrin or transport iron to tissues, thereby ulti-
submitting to bariatric surgery as an effective treatment of mately contributing to the IDA seen in liver disease.56
obesity has dramatically increased in this country. Although Additional contributing factors have been implicated
outcomes pertaining to long-term nutrition consequences in the origin of IDA. These include inadequate dietary iron
are dependent on the type of procedure performed, the intake, blood losses of iron, medication usage, GI condi-
incidence of iron deficiency after bariatric surgery has tions, GI surgery, celiac disease, older age, and inflamma-
been reported to range from 20% to 49%.64,65 tion and chronic diseases.
atrophic gastritis.16,72,77 Body-predominant atrophic gas- and increased transit time through the jejunum since the
tritis (primarily involving the body and fundus of the duodenum is bypassed, which leaves less opportunity for
stomach) is associated with hypochlorhydria or achlorhy- iron absorption. Of course, the degree of iron malabsorption
dria, while antrum-predominant atrophic gastritis (involving can vary depending on the specific surgical procedure per-
the antrum, fundus, and body of the stomach) is related formed. Theoretically, all gastroectomized patients should
to hypogastrinemia secondary to the destruction of gas- be carefully monitored for the development of IDA and, if
trin-producing cells. Hence, any condition that alters the indicated, prophylactically treated.
acidic environment within the stomach also impairs the The popularity and demand for bariatric surgery for
absorption of iron, thereby potentially leading to IDA if the treatment of obesity continue to grow. Although this
left unchecked. procedure can produce effective weight loss and reduce
A growing body of evidence is beginning to emerge comorbidities, there are a variety of nutrition complica-
linking H pylori infection and chronic gastritis, which can tions associated with the surgery.89,90 Micronutrient defi-
then lead to IDA.16,73,78-81 In fact, H pylori–associated ciencies including iron are commonplace and correlate to
chronic gastritis resulting in iron malabsorption has been the type of procedure performed. Bariatric surgeries are
suggested as an etiology in about 35% of IDA cases.73 The classified as restrictive, malabsorptive, or some combina-
precise etiology of how H pylori infection causes IDA is tion of the two. They include stapled gastroplasty, gastric
unclear. Several mechanisms have been proposed and banding, and roux-en-Y gastric bypass or biliopancreatic
range from a competitive binding of iron by H pylori to a diversion.65 The potential for early nutrition complica-
reduction in intragastric acidity secondary to chronic dis- tions is greatest with the malabsorptive procedure, yet
ease.16,78 Many bacteria rely on iron as a key fuel for iron absorption declines over time with the restrictive
growth. Some investigators agree that H pylori competes procedures as well. Several factors contribute to a defi-
with the host for iron absorption, while others disagree.82,83 ciency of iron after these surgical interventions. One rea-
Still other researchers hypothesized that IDA would son is merely the reduction in food intake secondary to
resolve when the invading organism in patients with gas- reduced gastric capacity. Another aspect relates to poor
tritis was eradicated. Explicitly, there are data to support iron absorption due to less food exposed to the stomach’s
this hypothesis. One study reported full recovery from acidic environment, which is responsible for converting
IDA in 92% of patients 12 months after antibiotic treat- ferric iron to the more absorbable ferrous form. Deficiencies
ment of H pylori plus iron supplementation.84 Another are most substantial in the malabsorptive, biliopancreatic
study revealed improvements in hemoglobin values after diversion procedure.91,92 Iron deficiency anemia and other
only 8 weeks of iron therapy when patients were concur- nutrition deficiencies have been well documented after
rently treated for H pylori infection.85 It has also been bariatric surgery. Because it is well known, there is a clear
suggested that age is a factor: specifically, that pre- advantage in its prevention and any treatment in the pop-
menopausal women and children are susceptible to devel- ulation. Therefore, the evaluation of both preoperative
oping iron deficiency secondary to H pylori infection.73,80 and postoperative iron status is recommended in those
There seems to be consensus that treatment of the H undergoing bariatric surgery.
pylori infection in conjunction with iron supplementation
helps to alleviate IDA.
Celiac Disease
Iron status is also compromised in malabsorptive states
GI Surgery
such as celiac disease. Iron deficiency anemia is a com-
Anemia as a common hematologic complication following mon presentation in individuals diagnosed with celiac dis-
total or subtotal gastrectomy surgery, and, more recently, ease secondary to iron malabsorption and in some cases
after bariatric surgery, has been well documented.86-88 In occult GI bleeding.61,77,93 Intolerance to the food protein
fact, Beyan et al63 found that 94.4% of patients undergoing gluten causes villous atrophy in the proximal duodenum,
a partial gastrectomy exhibited IDA after 5 years. Another leading to malabsorption of nutrients such as iron. In fact,
study evaluated the cause of IDA in patients undergoing IDA is often the first clinical manifestation and often the
subtotal gastrectomy for gastric cancer.87 The study investi- only extraintestinal symptom in celiac disease patients.94
gators concluded that IDA could be attributed to chronic In one study, 190 adult patients with IDA were screened
atrophic gastritis, and the IDA remained problematic 2 years for celiac disease through duodenal biopsies; subse-
after the surgery. Again, the probable mechanism for IDA in quently, 13.7% of the patients were diagnosed with celiac
postgastrectomy patients is related to iron malabsorption. disease.94 The study investigators concluded that screen-
Contributing reasons for this malabsorption are directly ing for celiac disease should be done in any adult patient
related to postsurgical anatomical and physiologic changes. presenting with IDA. Interestingly, after 12 months of a
Common consequences of the surgery include achlorhydria gluten-free diet, they found that IDA resolved in 94.4% of
the patients. Other studies support these findings and resulting in a blunted erythropoietin response to anemia,
consider hematologic screening integral to any diagnostic abnormal mobilization of reticuloendothelial iron stores,
celiac disease protocol for early diagnosis and prevention and reduction in erythrocyte longevity.103 However, it is
of potential associated complications such as IDA.77,95 not uncommon for patients with conditions such as
Another common complication of celiac disease is IBD to present with both IDA and ACD. In these patients,
dermatitis herpetiformis (DH), an intensely pruritic the IDA is typically secondary to intestinal blood loss.104
immunologic skin disorder that is characterized by gluten Yet the abnormal laboratory values for iron status that
sensitivity treatment, primarily the drug dapsone. Two have been observed might reflect inflammation rather
side effects of this pharmaceutical agent are hemolysis than poor iron status.105,106 This is related to the fact that
and methemoglobinemia, which have been shown to con- chronic inflammation mediates mechanisms that sequester
tribute to iron deficiency.96 Another mechanism for the iron from the body pool. Upregulation of ferritin and
development of iron deficiency in patients with DH on downregulation of transferrin synthesis are classic host
dapsone therapy is that the drug itself reportedly causes defense mechanisms that occur during inflammation,
iron malabsorption.97 However, a gluten-free diet still leading to what is referred to as a functional iron defi-
remains the first choice of treatment for those exhibiting ciency.107 Iron is simply unavailable for delivery to the
DH.98 Most agree that iron deficiency in celiac disease is bone marrow, and thus, erythropoiesis is compromised,
primarily the result of impaired iron absorption in tandem producing anemia.
with occult blood loss from the GI tract rather than from Inflammatory processes present an interesting chal-
the use of dapsone.99 lenge when evaluating the etiology of IDA associated with
various chronic diseases. The response to inflammation is
physiologically protective to the host and is referred to as
Elderly Patients the acute-phase response. Following injury or inflamma-
Anemia is common among the hospitalized or institution- tion, both iron transport and absorption are suppressed.
alized elderly population, with the etiology of the anemia Iron is sequestered into the storage form, ferritin, which
generally multifactorial.36,100-102 In the absence of any his- then compromises iron availability for incorporation into
tory of hemorrhage, IDA in older people is sometimes hemoglobin. This explains why serum ferritin levels
related to diet but is usually a result of occult GI bleeding.44 increase during inflammatory processes.
Common causes in this population include malnutrition, Inflammation-induced anemia and resistance to ery-
chronic NSAID use or aspirin therapy, malignant condi- thropoietin are familiar characteristics in patients with
tions (colonic cancer or polyp, gastric cancer), and IBD. In CKD.108 Anemia is a common comorbidity of CKD and is
a study of 100 patients with IDA, 37% had an upper GI often ignored or left untreated. It is estimated that more
lesion (half from peptic ulcer) and 26% had a colonic than 40% of CKD patients are anemic, yet more than
source of blood loss secondary to colon cancer.55 In these likely, it is much higher, especially in the elderly population,
cases, blood loss was a contributing factor to IDA. in part because of age-associated renal impairment.51,101,109
Anemia of chronic disease has been considered a more The incidence of anemia in individuals living in skilled
common finding in the elderly population than IDA. nursing homes has been reported to be 48% and is also
Because these 2 conditions can coexist, distinguishing often left untreated.48 A deficiency of erythropoietin pro-
between them can present a challenge. Current concepts duction and iron deficiency are considered the primary
in the pathophysiology of disease have associated ACD factors contributing to anemia in CKD.51 The diseased
with cytokine release secondary to inflammatory processes kidney loses some functional capacity related to iron
such that iron is unavailable for transport and incorpora- metabolism. Causative factors include impaired intestinal
tion into hemoglobin. Therefore, IDA can become the absorption of iron with uremia, limited production of ery-
product of unchecked ACD. Increased mortality has been thropoietin essential to make hemoglobin, and shortened
associated with mild anemic states in elderly patients, erythrocyte survival.110,111 Radtke et al112 evaluated the
which certainly makes correction a priority.41 Overall, what relationship between hematocrit levels and creatinine
makes the causal diagnosis of anemia so difficult in this clearance (CrCl). They found that declines in renal func-
population are multiple comorbidities. tion parallel decreases in hematocrit. More specifically,
they reported that when CrCl falls below 40 mL/min/1.73
m2, anemia is more likely to develop. Others have shown
a correlation between hematocrit and CrCl with a CrCl
Inflammation and Chronic Disease
range of 41 to 91 mL/min/1.73 m2.113,114
Although IDA is often associated with chronic disease, In addition, it has been documented by the Kidney
ACD is mediated by different mechanisms and is worth Early Evaluation Program that the prevalence of chronic
mentioning. Anemia of chronic disease is related to an renal disease rises with increasing age, which places the
inflammatory response characterized by cytokine release, elderly population at greater risk of CKD and IDA.115 The
to the tissues. A compensatory metabolic change increases strategy begins with the measurement of mean corpuscu-
the concentration of 2, 3–diglycerophosphate in erythro- lar volume (MCV). It has been proposed that any patients
cytes, which prompts a right shift of the hemoglobin- with an MCV <95 fL should have their serum ferritin level
oxygen dissociation curve, resulting in easier release of checked.128 When serum ferritin levels are <45 μg/L, a
oxygen from hemoglobin at the tissues. With protracted follow-up endoscopic evaluation should be considered to
iron deficiency, oxygen delivery is further limited, which assist identifying the cause of IDA.129 Although a serum
in turn stimulates an increase in erythropoietin production ferritin value of 15 to <45 μg/L falls within the reference
to subsequently increase the concentration of hemoglo- range, it introduces a higher sensitivity and earlier identi-
bin. However, once iron stores are completely exhausted, fication of IDA. When serum ferritin levels fall between 46
the supply of iron to all tissues is compromised, and and 99 μg/L, other markers of iron status such as serum
hemoglobin levels begin to decrease. This stage is the iron, total iron-binding capacity (TIBC), and transferrin
beginning of iron-deficient erythropoiesis, which eventu- saturation are warranted. Kis and Carnes130 retrospectively
ally advances to IDA. The time line for the development evaluated the medical charts of 101 veterans with anemia
of IDA, in part, corresponds to the relatively long life span and a variety of other medical conditions. They concluded
(120 days) of the red blood cell. Therefore, it takes time that serum ferritin values ≤100 μg/L maximized sensitivity
before reticulocytes exhibit the microcytic, hypochromic and specificity in this population and outperformed other
state during iron deficiency. This explains the reason why measures of iron status, including MCV, transferrin satu-
the evaluation of iron status is done in stages. Identifying ration, and TIBC. In fact, they found that serum ferritin
patients at risk during an early stage of iron depletion may values of ≤100 μg/L were 100% accurate when discerning
certainly help prevent the progression to IDA. iron-deficient from iron-sufficient patients.
Another determinant of iron status is the measure-
ment of soluble serum transferrin receptors (sTfR), a
Diagnostic Laboratory Tests measure that is typically reserved to distinguish between
The diagnosis of anemia varies with age and gender, and IDA and ACD.131 Table 3 indicates how various iron mark-
presently, it lacks uniformity. A host of hematological ers are altered in IDA compared with ACD. A decreased
assays are used to identify the various stages of iron deple- serum ferritin level in combination with decreased trans-
tion that ultimately lead to IDA. Serum ferritin is a meas- ferrin saturation and microcytic, hypochromic erythro-
ure of iron body stores, and a low value unequivocally cytes definitively confirmed IDA.127 If the diagnosis is still
identifies IDA. The reference range is still somewhat con- unclear after an sTfR measurement, a bone marrow biopsy
troversial, but values of 15 to 300 μg/L serum or plasma can be done to determine bone marrow iron content. If
are commonly referenced in men and 15 to 150 μg/L in bone marrow values are low, IDA is confirmed; when val-
women. Serum ferritin, which reflects iron stores, remains ues are normal, other causes for the anemia should be
one of the best noninvasive tests for the diagnosis of iron investigated. The use of clinical diagnostic guidelines for
deficiency in patients of all ages.126,127 identifying IDA in practice is warranted. The careful inter-
Most of the diagnostic criteria used in the assessment pretation of iron status markers early can lead to more
of iron status involve measuring shifts in iron status and effective treatment strategies and potentially reduce the
initially begin by evaluating red cell indices. One specific proportion of IDA cases.
that raise the gastric pH (antacids, proton pump inhibitors, that they do not require a test dose. A typical intravenous
H2blockers).136 Despite the efficacy and low cost of the dose for sodium ferric gluconate is 125 mg over a con-
ferrous preparations, they are associated with side effects secutive 8-week period, for a total dosage of 1000 mg.
such as nausea, epigastric discomfort, and constipation. Conversely, iron sucrose is administered intravenously in
An alterative to the ferrous compounds is ferric bisglyci- doses of 200 mg per day over a 5-week period when IDA
nate, an enteric coated, delayed-release supplement. It is not associated with hemodialysis. The recommended
tends to be better tolerated with fewer GI complaints; dose for hemodialysis patients is usually 100 mg adminis-
however, it has a lower bioavailability compared with fer- tered 1 to 3 times per week to provide a cumulative dose
rous salts. It is well accepted that the side effects of iron of 1 g. Both iron gluconate and iron sucrose are effective
are dose dependent and influenced by specific iron salt and safe for use, and the incidence of adverse drug effects
preparations. To ensure patient compliance, tolerance to is considerably lower than with iron dextran.3,137,144 It
prescribed supplements should be assessed. should also be noted that if the deficiency is not related
Intravenous iron therapy has been controversial for to iron as in ACD, intravenous iron therapy does not cor-
centuries, mostly because of report of adverse drug reac- rect the anemia or improve iron status markers.
tions. When oral therapy is unsuccessful, parenteral iron
therapy is then indicated. Three main indicators for par-
enteral iron therapy include (1) high iron requirements Summary
secondary to chronic uncorrectable bleeding or chronic
hemodialysis; (2) iron malabsorption from gastric resec- As highlighted throughout this review, there are 2 funda-
tion, atrophic gastritis, or celiac disease; and (3) intolerance mental criteria that are essential to ensure the proper
to oral therapy because of GI side effects or poor adher- management of iron deficiency. These criteria are not
ence.137,138 In addition, there may be a reason to provide mutually exclusive; rather, they are interdependent and
parenteral iron when hemoglobin values are <6 g/dL and should be evaluated concurrently. One criterion relies on
there is documented inadequate perfusion, which would the ability to accurately validate the diagnosis of iron defi-
contraindicate a transfusion. The appropriate iron replace- ciency, while the other requires the identification of the
ment dose is calculated using the following equation: underlying etiology. Future research is needed to charac-
replacement dose (mg) = 0.3 × weight × (100 – [actual terize more fully how tissue iron deficiency and its most
Hgb × 100/desired Hgb]), where weight is in pounds and severe consequence, anemia, are clinically defined, meas-
hemoglobin (Hgb) in g/dL.139 ured, and treated, inclusive of preventive strategies. In
Three intravenous iron preparations are available for the past, we have relied too heavily on anemia prevalence
use in the United States today: iron dextran injection, data as the sole indicator for assessing and monitoring
sodium ferric gluconate, and iron sucrose injection.138,140,141 iron deficiency with little continuity. If we are convinced
Until recently, only iron dextran was available. In 1999, that iron deficiency is an important problem for human
the Food and Drug Administration approved a safer form health and development, it is reasonable to expect that we
of parenteral iron, sodium ferric gluconate, for treating can better assess those populations at risk for the devel-
adults with renal failure who are hemodialysis dependent. opment of iron deficiency regardless of concurrent medical
However, the efficacy and tolerability of ferric gluconate conditions. It will take commitment from all practitioners
has also been shown to be beneficial in treating IDA in in all settings to develop and disseminate appropriate
patient populations without renal disease.142 Iron sucrose clinical standards of practice guidelines for diagnostic
is another form that has been approved for use since 2000. and treatment modalities for IDA. These guidelines
There are some data to suggest that iron sucrose can be should begin with finite methodology to determine appro-
administered safely in individuals who have exhibited priate criteria for defining anemia since inexplicit defini-
hypersensitivity reactions to ferric gluconate.143 Overall, tions remain problematic in correcting IDA. Establishing
ferric gluconate and iron sucrose preparations have been a standard definition of anemia and specifically evaluat-
associated with fewer side effects than iron dextran. A ing its impact on functional outcomes such as physical
major advantage to iron dextran is that it can be adminis- work capacity, cognitive and immune function, and
tered in large doses (200-500 mg); however, a significant improved health once anemia is corrected warrants future
drawback is the number of reports indicating anaphylac- research. The greatest opportunity for improving care and
tic reactions that can be fatal. Other adverse reactions outcomes lies in identification and treatment of multiple
include myalgia, arthralgia, and fever, which are often underlying causes.
delayed but treatable with standard analgesics. Current Furthermore, the impact of treating anemia with
product dosing standards limit the first dose of iron dex- respect to hospital length of stay, costs, and mortality in
tran to no more than 100 mg per day; it serves as a test conjunction with the potential for cost savings and
dose to determine patient response. improved patient outcomes should be considered a com-
The newer iron preparations, ferric gluconate or iron ponent of any future research. In addition, the overall
sucrose, have a distinct advantage over iron dextran in economic consequences of IDA, although difficult to
quantify, must not be forgotten. These include reduced 24. Lozoff B, Kaciroti N, Walter T. Iron deficiency in infancy: applying
work performance and productivity in adults or the irre- a physiologic framework for prediction. Am J Clin Nutr. 2006;84:
1412-1421.
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