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HAEMATOLOGY ARTICLE

Thalassaemias: detection,
characterisation and
laboratory interpretation
distribution width (RDW) in various
The detection and characterisation of thalassaemia is one of the more combinations to amplify the differences of the
single parameters in both anaemias. These
complex roles undertaken by the haematology department. indices can be effective for use as a
preliminary screening tool4 when an
Here, Everdina Youssef provides an overview of current practice. appropriate cut-off threshold is chosen.
Screening by automatic cell counter-based
indices and formula is rapid and allows
Laboratory tests for the thalassaemias range volume ratio and therefore resist lysis when selection of samples for further investigation.
from inexpensive, rapid screening tests to placed in a hypotonic saline solution. The effectiveness of the URIT-2900
innovative research and the application of Erythrocytosis is a feature of thalassaemia, haematology analyser for screening
proteomics. The thalassaemias refer to a and red cells tend to be more microcytic than haemoglobinopathies commonly found in
diverse group of haemoglobin disorders in iron deficiency anaemia (IDA), while the South East Asian populations was examined.
characterised by reduced synthesis of one or level of anisocytosis is higher in IDA patients. Appropriate cut-off values of MCV and MCH
more of the globin chains (α, β, γ, δβ, γδβ, δ Electronic blood counter indices incorporate for screening α0- and β-thalassaemias were
and εγδβ‚). Screening may be carried out as mean cell volume (MCV), mean cell derived from the receiver operator
part of a well-defined screening programme haemoglobin (MCH), red blood cell count characteristic (ROC) curve conducted
or be an ad hoc or opportunistic test. (RBC), haemoglobin (Hb) or red cell initially on 279 subjects with various
Automated high-performance liquid thalassaemia genotypes. Validation was
chromatography (HPLC) is increasingly used performed additionally in a cohort of another
and haemoglobin electrophoresis less with unrelated 313 subjects. The best cut-off
isoelectric focusing (IEF) being largely Hb E trait values of MCV and MCH were found to be
confined to screening programmes and 78 fL and 27 pg, respectively.5
referral centres, particularly in newborns. In countries with inadequate diagnostic
Capillary electrophoresis (CE) is being resources, babies with β-thalassaemia major
β-thal trait
increasingly used. may be transfused repeatedly without a
These laboratory tests, associated with diagnosis having been made. When optimal
additional data, permit only a presumptive diagnostic pathways have not been followed, it
diagnosis with definitive diagnosis requiring Hb AE Barts/CS may be a bone marrow aspirate6 that first
either DNA or protein analysis (eg tandem suggests the diagnosis of β-thalassaemia
mass spectrometry). Analysis may identify major, the marrow aspirate showing erythroid
deletional or non-deletional globin chain hyperplasia, dyserythropoiesis, basophilic
synthesis defects and/or α-globin gene Hb H/CS stippling and the presence of α-chain
triplications. Additional family studies may be inclusions in erythroblasts.
indicated for clarification of the genetics and
characterisation of the thalassaemias.1,2 PRIMARY DIAGNOSTIC
Hb H LABORATORY TESTS
SCREENING TESTS Firstline tests include HPLC, cellulose acetate
The single-tube osmotic fragility test is membrane electrophoresis at alkaline pH
potentially useful in under-resourced Hb E/ββ-thal (CAM) (Fig 1) or capillary electrophoresis
laboratories although it cannot replace (CE), with quantification of haemoglobins F
automated red cell indices using electronic and A2;2 δ chains are specific for HbA2, and
counters.3 The microcytic red cells in Fig 1. Starch gel electrophoresis at pH 8.6 differ from the similar β chains by only 10
thalassaemia have a low surface area to showing HbH as a fast-moving band. residues between positions 22 and 115,

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HbS carriers

δ-thalassaemia and δ-variants

δ/ββ-thalassaemia

α-thalassaemia combinations
β/α

‘Classic’ high HbA2 β-thalassaemia carriers

Normal HbA2 β-thalassaemia carriers

α-/--) α-thalassaemia

αα/--) α-thalassaemia

α-/-α
(α α) α-thalassaemia

αα/-α
(α α) α-thalassaemia

Iron depletion

Reference range

0 1 2 3 4 5 6 7 8 9
HbA2 (%)
Fig 2. Specificity and overlapping of HbA2 values measured in different cohorts of patients.9
It should be noted that the normal range depends on the method used.

resulting in a higher isoelectric point with with great accuracy and the results must be The clinical importance of HbA’2 lies in the
respect to Hb A.7 interpreted with other haematological and possibility that HbA2 may be underestimated
Several Hb variants display electrophoretic biochemical evidence.8 and a diagnosis of β-thalassaemia trait
and cation exchange properties similar to Despite the vast heterogeneity of missed. It is essential to obtain a total HbA2 by
those of HbS. A solubility test specific for mutations, the increased levels of HbA2 addition of HbA’2 and HbA2.10 HbA2 is barely
HbS is therefore recommended. CAM at pH observed in heterozygotes for the different detectable at birth, while the β-gene is already
8.4–8.6 is a simple, reliable and rapid test. β-thalassaemia alleles in different ethnic active at the eighth week of gestation;8 normal
Differentiation between haemoglobins groups are remarkably uniform, usually newborns present with 20–30% HbA, which
migrating to a similar position can be 3.5–5.5% and rarely exceeding 6%. Unusually gradually increases while γ-gene expression
obtained using electrophoresis on acid high levels of HbA2 over 6.5% characterise a is reduced.
(agarose) gels, HPLC or IEF.1 subgroup of β-thalassaemia caused by The most probable diagnostic conclusions
Immunoelectric focusing has better deletions that remove the regulatory elements are based on the HbA2 determination and
resolution and the advantage that it separates in the β promoter. The unusually high HbA2, the observation of the basic haematological
more variants than CAM. It can be semi- often accompanied by modest increases in and iron parameters; however, HbA2
automated and is thus suitable for screening HbF, may be related to the removal of concentration values may differ depending
large numbers of samples. It also has the competition for the upstream LCR, allowing on the method used (Fig 3).
disadvantage that it separates haemoglobin an increased interaction with the cis δ and α-thalassaemia is associated with a
into its post-translational derivatives; for γ genes (Fig 2).7 variable degree of α-globin chain deficit that
example, HbF separates into F1 (acetylated) The relative percentage (%) of total reflects the number of the affected α-globin
and F11; HbA can separate into A0, A1, haemoglobin, although not in line with the genes. Normal individuals have two α-globin
A(αmet), A(βmet) and A(αβmet), and international SI unit system, is well genes (αα) linked on each chromosome 16
similarly for other haemoglobins. This makes established and uniformly used worldwide. with the annotation that the more telomeric
interpretation more difficult. Identification The presence of Hb variants may interfere copy is designated as the α2 gene, and
of variants is still only provisional, and with the quantification of HbA2 on dedicated adjacent centromeric copy as the α1 gene.
second-line methods should be used for HPLC systems; the presence of 25–30% The majority of mutations that result
further analysis.1 ‘HbA2’ indicates HbE and about 15% in complete loss of α-globin production
Considerable advantages in terms of indicates Hb Lepore, a δ/β hybrid chain with (α0-thalassaemia) occur from deletions of
precise quantification, savings in time and full a β-thalassaemia minor phenotype.8,9 To date, the duplicated α-globin genes (--) on one
automation are provided by HPLC methods the only routine method able to separate chromosome.12
over the labour-intensive conventional HbA2 from HbE and Hb Lepore is probably Hb Constant Spring (HbCS; α142,
techniques such as elution of Hb bands from capillary electrophoresis.8 Combining two Term→Gln [TAA>CAA in α2]) is a non-
cellulose acetate electrophoresis or anion systems improves sensitivity.9 deletional form of α-thalassaemia that is most
exchange microcolumn chromatography.1,2 δ-chain variants were first described more prevalent in southern Chinese and South
The increase in HbA2 level is the most than 40 years ago with the recognition of East Asian populations. The α-globin gene of
significant parameter in the identification of HbA’2 (HbB2), the result of a glycine>arginine this variant, located on the α2-globin allele,
β-thalassaemia (thal) carriers. However, in substitution at position 16, a silent mutation contains a point mutation at the termination
some cases the level of HbA2 is not typically with a high frequency in Africans. It is usually codon (TAA>CAA), permitting glutamine to
elevated and some difficulties may arise in identified using HPLC as a reduction in HbA’2 be incorporated and the α-globin chain
making the diagnosis. For these reasons the and the presence of a later running peak of extended by a further 31 amino acid residues.
quantification of HbA2 has to be performed approximately equal concentration (HbA2). This mutation is associated with reduced

364 THE BIOMEDICAL SCIENTIST JUNE 2012


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messenger RNA (mRNA) stability and ‘In countries with inadequate diagnostic resources, babies
impaired binding of the αCS-globin with
α-haemoglobin-stabilising protein (AHSP) with β-thalassaemia major may be transfused repeatedly
such that the resulting Hb variant constitutes
only a minor proportion (1–2%) of the total without a diagnosis having been made’
Hb in heterozygotes.
The interaction of the HbCS gene with
deletional α-thalassaemia is the major cause β- and δ-genes10 to prove or exclude the removes both linked α-globin genes but leaves
of non-deletional HbH (β4) (--/αCS α) disease presence of β-thalassaemia. The A2 level is the ζ gene, an embryonic α-like globin gene
in southern China and is usually more severe lowered to a normal range by a δ-thalassaemia intact (--SEA). The THAI deletion (--THAI)
than deletional HbH disease (--/-α). mutation that may occur in any ethnic removes a larger DNA segment (33.5 kb)
Haemoglobin H (HbH) should be suspected group.13 including the embryonic ζ-globin genes.14
when there is a microcytic anaemia with Early in gestation, embryonic
splenomegaly and an increased reticulocyte THALASSAEMIA DELETIONAL haemoglobins (Gower1, Gower2 and
count. Some patients present with symptoms DETERMINANTS Portland), which do not contain α-globin
of anaemia or with splenic discomfort, Since publication of the entire sequence of chains, are the predominant haemoglobins.
including splenic infarction, while in others the human α-globin gene cluster, multiplex They are rapidly replaced by fetal and then
the diagnosis is incidental. Inspection of the polymerase chain reaction (PCR) methods adult haemoglobin, which contain α-globin
chromatogram is needed for the recognition have been developed to diagnose different chains. Therefore, α-thalassaemia mutations
of HbH by HPLC, there being a characteristic subsets of α-thalassaemia deletional become phenotypically evident by 12 weeks
early double peak.2 If a diagnosis of HbH determinants. A single-tube multiplex PCR of gestation.15
disease is made in a person in the assay14 can detect heterozygosity, The modified multiplex PCR assay can
reproductive age range, DNA analysis may be homozygosity and compound heterozygosity of identify, in a single reaction, the seven most
indicated to aid in reproductive counselling. seven α-globin gene deletions which account prevalent α-globin gene deletions as well as
Most patients with HbH disease have one for the vast majority of β-thalassaemia alleles. the most common α-globin gene triplication.16
chromosome with no α genes and thus there The most widely occurring of these are the The α- and β-thalassaemias are genetic blood
is a risk of a fetus with haemoglobin Barts -α3.7 and -α4.2 single α-globin gene deletions, diseases that are the result of reduced or
hydrops fetalis if a partner is heterozygous while double α-globin gene deletions in cis, deficient synthesis of either the α- or β-globin
for α0-thalassaemia.2 such as the --SEA, --FIL and --THAI alleles are very chains of haemoglobin. The surplus of
The problem becomes more complex common in South East Asia, and the --MED unaffected complementary globin chains
when δ-thalassaemia mutations, undetectable and -(α)20.5 double gene deletions occur more precipitates. This results in ineffective
on HPLC, coexist with β-thalassaemia trait. frequently in the Mediterranean area. erythropoiesis and haemolysis typical of
In these cases, one will need to sequence the A deletion of about 19.3 kb of the DNA thalassaemia.

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The vast majority of α-thalassaemias are ‘Mass spectrometry is a identified by simple and inexpensive
attributable to deletions that eliminate entire techniques (eg Gap-PCR), non-deletional
α-globin genes. The most common of these is powerful complementary mutations usually require identification by
the -α3.7 deletion. The cause of this deletion is DNA sequencing which is more expensive
an unequal crossover event during meiosis that technique that can detect and labour-intensive. Thus, there is a demand
results in chromosomes with either a single for technologies which can quickly and
active hybrid α-globin gene (-α3.7) or an and identify the majority accurately screen for these mutations.
αααanti 3.7 α-globin gene triplication. An α-globin
gene triplication can also originate of phenotypically silent DETECTION AT THE DNA
complementary to an -α4.2 deletion but is much OR RNA LEVEL
less common. Triplication of the α-globin mutations’ Dominantly inherited β-thalassaemia
genes leads to increased production of α-globin (inclusion body β-thalassaemia) is
chains. This is not a problem in otherwise heterogeneous at the molecular level.
healthy individuals, but it may exacerbate the amplification problematic. An added difficulty Many cases involve mutations of exon 3 of
α- and β- chain imbalance in β-thalassaemia. is the extremely high population frequency of the β-globin gene, and include frame shifts,
As an α-globin gene triplication can compensate the deletional forms of α-thalassaemia. This premature chain termination (non-sense)
and thus mask α-globin gene deletions in means that it is not unusual for individuals to mutations, and complex rearrangements that
α-thalassaemia carriers, it can interfere with have co-existing deletional and non-deletional lead to the synthesis of truncated or elongated
identification of couples at risk of conceiving α-thalassaemia mutations which can make and highly unstable β-globin gene products.
a fetus with Hb Barts (γ4) hydrops fetalis. data interpretation complex. The resulting β-chain variants are very
The detection of an α-globin gene Against these technical difficulties, unstable, and in many cases the products of
triplication during antenatal screening is also pyrosequencing has been investigated to see the dominantly inherited β-thalassaemia are
important for carriers of mutant β-globin genes whether or not it can be used as a rapid not detectable. Non-sense or frame shift
as it can aggravate the clinical manifestations screening method to distinguish the 10 most mutations that would produce truncated‚
of β-thalassaemia in their offspring. This PCR common clinically significant mutations in chains up to 72 residues in length are usually
assay cannot distinguish how many αααanti 3.7 the α1- and α2-globin genes.18 A total of 105 associated with a mild phenotype in
α-globin gene triplications are present, but it patients with non-deletional α-thalassaemia heterozygotes. It is believed that the mRNAs
can detect both α-globin gene deletions and the showed 100% concordance with known associated with these mutations are not
αααanti 3.7 α–globin gene triplication in a single genotype as identified by Sanger sequencing. transported to the cytoplasm, and hence no
tube reaction, making it a less-laborious and Pyrosequencing prove to be simpler, more gene product is made. On the other hand,
less-expensive technique than other assays.16 robust, quicker and cheaper than mRNAs with mutations in exon 3 are
Multiplex ligation-dependent probe conventional sequencing, making it a good transported and translated normally. They
amplification (MPLA) is based on the ligation choice for rapid and cost-effective diagnosis of produce long and highly unstable globin gene
and PCR amplification of two adjacently patients with suspected non-deletional α- products that are capable of binding haem,
hybridising oligonucleotides. Each thalassaemia. but not of combining with α chains to
oligonucleotide pair is designed to give a The amplification primers designed to produce any stable Hb tetramer. Hence, these
product of a unique length, and, using detect the Hb Adana mutation amplify the large truncated products tend to precipitate
common ends, all probes can be amplified α1 and α2 genes, which means that, unlike in the red cell precursors, together with
with one primer pair. Using a fluorescent other pyrosequencing reactions which only excess α chains, to produce large inclusion
label allows probe separation on a capillary amplify the α2 gene, the expected allelic ratio bodies. This is the basis for the dominant
sequencing system. Discrimination of between the mutant and wild-type allele is forms of β-thalassaemia.
probes based on chemically synthesised 1:3 for heterozygotes, 1:1 for homozygotes, In transfusion-dependent haemolytic
oligonucleotides (~40–60 nt) has been and 1:1 or 1:2 for hemizygotes (depending anaemia, haemoglobin analysis reveals no
doubled using two universal primer sets, each on whether it is a one-gene or two-gene abnormalities, except the presence of
labelled with a different fluorophore, allowing α-globin gene deletion on the other allele). inclusion (Heinz) bodies. The HbA2 and
up to 40 probes to be used in a single reaction. Four of the samples tested for Hb Adana HbF levels are normal. No abnormal Hb is
Multiplex ligation-dependent probe were amniotic fluid samples that had been detected by starch gel electrophoresis. An Hb
amplification uses standard technology (ie referred for prenatal diagnosis from two variant that is highly unstable is likely to be
hybridisation, ligation, PCR and CE) and is a separate couples at risk of a pregnancy degraded soon after translation. Therefore,
rapid and sensitive method for high-resolution affected by HbH hydrops fetalis. Both mothers the molecular characterisation is carried out
analysis of the globin gene clusters.17 had α0-thalassaemia trait (-FIL/αα), while at the DNA level, sequencing the β-globin
both fathers were carriers of Hb Adana. gene. For example, in a patient who had a
DNA ANALYSIS Pyrosequencing confirmed that all fetuses normal complement of four α-globin genes
Confirmation at the DNA level is imperative were compound heterozygous for both the sequence of exon 3 was compared with
in case of risk assessment and genotype/ mutations and thus were affected by HbH the sequence of a normal β-globin gene and
phenotype correlation but is also needed to hydrops fetalis.18 a deletion of 6 bp was found. This mutation
identify fractions with normal isoelectric points There are 10 non-deletional α- created an HphI site that was used to identify
remaining under the HbA fractions or thalassaemia mutations that are clinically Hb Stara Zagora.19
hyperunstable Hbs that may remain invisible or significant and relatively common in the UK
disappear quickly. In these cases, the complete population. These mutations consist of the α2 QUANTIFICATION BY TANDEM
haematological and biochemical picture will termination codon mutations (Hb Constant MASS SPECTROMETRY
provide an indication of whether or not to Spring, Hb Paksé, Hb Icaria and Hb Seal Peptide-based analysis of whole blood using
proceed with molecular analyses.9 Rock), the α2 polyadenylation signal electrospray tandem mass spectrometry
Pyrosequencing is a real-time sequencing mutations (Saudi, Turkish and Indian (MS/MS) in multiple reaction monitoring
technique, based on the detection of light; mutations), and the mutations that give rise (MRM) mode enables the rapid detection and
however, the α-globin genes can be challenging to the hyperunstable α-globin chain variants sequence confirmation of clinically significant
to study as they are highly homologous and Sun Prairie, Quong Sze and Adana. Hb variants.20 A quantitative approach to the
reside in a GC-rich cluster with other highly Unlike the common deletional measurement of δ:β-globin peptide ratios as
homologous genes, making specific gene α-thalassaemia mutations which can be potential surrogate markers of HbA2, a

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HbA2 Reduced Normal Borderline Increased


(<2.3%) (2.3–3.5%) (3.6–4.0%) (4.1–8.0%)

MCV, MCH Reduced Normal or Normal Reduced Normal or Reduced Reduced


reduced reduced

RBC Normal or Normal or Normal or Normal Normal or Normal or Normal Normal, Normal or
reduced reduced reduced reduced increased increased increased
or reduced

HbF <1% <1% <1% <1% 3–16% <1% <1% 3–16% <1% or <1% or increased <1–8%
increased

Iron Altered Normal Normal Normal Normal Altered Normal Normal Normal Normal Normal
markers

Possible Iron α-thal δ or α Normal HPFH Iron α-thal carrier δβ-thal Normal HbA2 β-thal carriers High
δ+ββ-thal
diagnosis deficiency traits gene deficiency large β-thal γδβ-thal α gene triplications HbA2
defects deletions Hb variants with β or β-thal
α-thalassaemia phenotype carrier
some unstable Hb variants

Molecular α Gap-PCR β Gap-PCR Gap-PCR β Gap-PCR β or α sequence β sequence


confirmation α or δ sequence γ sequence α or δ sequence γ sequence α Gap-PCR
α MLPA β MLPA α and β MLPA β MLPA α MLPA

Fig 3. Diagnostic flowchart for the interpretation of HbA2.

biomarker used in population screening for β- only peptide with a difference from the parents underwent routine screening and
thalassaemia trait has been described. δ:β δ sequence before amino acid 22. The effect full blood count, which indicated fairly severe
peptide ratios were calculated using the on the respective δ-chain ratios is impressive, anaemia (MCV 46.0 fL; MCH 12.0 pg).23
World Health Organization (WHO) 1st with significant increases, to 12–17%, in the High-performance liquid chromatography
International Reference Reagent HbA2, with T2 and T3 peptides and essentially normal of the proband showed a major component
a nominal value of 5.3% (by weight) of total results for T13. The pattern is diagnostic of eluting at the same time as HbA0 and
Hb, as a calibrator.21 an Hb Lepore but does not distinguish an elevated HbA2 (5.8%), suggesting
In contrast to existing techniques of Hb between the three variants. Unequivocal β-thalassaemia trait. There was also a minor
analysis measuring intact tetramers, MS/MS characterisation may be obtained using component (Y) that eluted just prior to the
measures individual denatured globin whole-molecule MS/MS.22 major component and was not present in the
proteins or, after tryptic digestion, specific Antenatal screening for proband’s mother with β-thalassaemia trait.
peptides. HbA2 is a tetramer of equal α- haemoglobinopathies is usually a local service, This minor component was also present at
and δ-globins, suggesting the possibility that owing to the requirement for fresh blood a lower level (3.3%) in the trace from the
measuring specific δ protein peptides by samples for HbA2 measurement and proband’s father, who subsequently was
MS/MS might provide a useful surrogate interpretation together with erythrocyte found to carry the same variant as his son.
biomarker. The results for each peptide are indices. In contrast, newborn screening is Immunoelectric focusing presented a similar
numerically different, primarily because of centralised, using blood spot cards that are picture with a minor band that was slightly
differences in ionisation relative to control easily transported. Haemoglobin spotted faster (more anodal) than the major band at
peptides. onto filter paper is oxidised rapidly to form the position of HbA0.
After calibration against the WHO HbA2 methaemoglobin, which has a greater The red cell parameters were inconsistent
reference reagent, the MS/MS peptide results positive charge than that of the original with those expected for a simple
are not identical with HPLC, confirming that oxyhaemoglobin and is a major problem β-thalassaemia trait and a blood sample was
the two methods measure fundamentally for the quantification of HbA2 by HPLC. submitted for electrospray ionisation mass
different molecular targets.21 The methaemoglobin appears as a secondary spectrometry (ESI-MS).23 This revealed a
It is possible for a person to inherit two peak, similar to that of an δ-chain variant, variant β-chain that was heavier than normal
different δ-chain mutations. This is rare and thus renders the chromatogram difficult by 46 Da with no normal β chain. This mass
but indicates the need for multiple peptide to interpret. In contrast, using MS/MS increase strongly suggested the mutation
analysis in quantitative proteomics. It might measurement of δ-chain ratios, it is possible Gly→Cys, as it is the only mutation that can
be argued that because the most common to quantify an equivalent HbA2 in blood spots give a 46 Da mass increase over normal by a
δ-chain mutation is clinically silent and up to a month old. It is essential, however, single base change in the nucleotide codon.
occurs in the T2 peptide then it should not that results be interpreted in conjunction with Furthermore, the glutathionylated variant
be included; however, it is essential for the erythrocyte indices and ethnic origin. In the β-chain was significantly more intense
detection of all three reported Hb Lepore current health economic environment, a than the glutathionylated normal β-chain.
variants, which are the result of δ-β fusion method offering centralisation of antenatal This supports the creation of a new cysteine
processes (Hb Lepore Hollandia: δ 1–22; screening is of considerable interest.21 residue in the β-chain that is accessible to
Hb Lepore Baltimore: δ 1–50; Hb Lepore reaction with glutathione to form an adduct
Boston-Washington: δ 1–87). ELECTROSPRAY IONISATION via a disulphide bond.
It is predicted that an increased proportion MASS SPECTROMETRY Also present was a minor component
of δ-chain peptides should be found before Born after an uneventful pregnancy at 39 (~3% of non-α-chains) at mass 31824.6 Da,
the fusion point. The T2 peptide (9–17) is the weeks, a one-year-old male child of Pakistani which corresponds to a disulphide-linked

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dimer of the variant β-chain. These data, haemoglobin F percentage), or when there is diagnostics. Int J Lab Hematol 2011;
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are consistent with the proband being a information on ethnic origin.2 r 14 Tan AS, Quah TC, Low PS, Chong SS.
double heterozygote for the variant and A rapid and reliable 7-deletion multiplex
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as when the diagnostic laboratory is not in two multiethnic populations: thirteen as part of the IBMS Structured Reading
informed that a patient has been transfused new mutations and the significance of programme.
or is taking hydroxycarbamide (which raises δ-globin gene defects in β-thalassemia

368 THE BIOMEDICAL SCIENTIST JUNE 2012

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