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ix
ix
CONTRIBUTORS
Ranjana H. Advani, MD [96] Jennifer Babik, MD, PhD [31]
Division of Oncology Division of Infectious Diseases
Department of Medicine Department of Medicine
Stanford University University of California, San Francisco
Stanford, California San Francisco, California
Gheath Alatrash, DO, PhD [25] Lina Badimon, PhD, FESC, FAHA [134]
Associate Professor Professor
Department of Stem Cell Transplantation and Cellular Therapy Cardiovascular Science Program-ICCC
Division of Cancer Medicine CiberCV
The University of Texas MD Anderson Cancer Center Hospital de la Santa Creu I Sant Pau
Houston, Texas Barcelona, Spain
*
Deceased
Connie J. Eaves, PhD, FRS(C) [27] Aharon G. Freud, MD, PhD [93]
Distinguished Scientist Associate Professor
Terry Fox Laboratory Department of Pathology
British Columbia Cancer Research Institute The Ohio State University
Professor Columbus, Ohio
Department of Medical Genetics & School of Biomedical Engineering
University of British Columbia Jonathan W. Friedberg, MD, MMSc [101]
Vancouver, Canada Director, Wilmot Cancer Institute
Samuel Durand Professor of Medicine and Oncology
Yvonne A. Efebera, MD, MPH [77] University of Rochester
Professor Rochester, New York
Department of Internal Medicine
Division of Hematology, Blood and Marrow Transplant Monica Fung, MD, MPH [31]
Director and Founder, Comprehensive Amyloidosis Clinic Division of Infectious Diseases
Director, Careers in Internal Medicine Department of Medicine
The Ohio State University University of California, San Francisco
Columbus, Ohio San Francisco, California
Russell D. Hull, MBBS, MSc [133] Thomas J. Kipps, MD, PhD [75]
Emeritus Professor of Medicine Director, Hematology Malignancy Program
Foothills Medical Centre and University of Calgary, Director, Center for Novel Therapeutics
Calgary, Canada Distinguished Professor of Medicine
Moores Cancer Center
Achille Iolascon, MD, PhD [40] University of California, San Diego
Professor of Medical Genetics San Diego, California
Department of Molecular Medicine and Medical Biotechnology
University of Naples Federico II Adam S. Kittai, MD [91]
Naples, Italy Assistant Professor of Medicine
The Ohio State University
Joseph E. Italiano, Jr., PhD [111] Columbus, Ohio
Associate Professor of Medicine
Division of Hematology Mark J. Koury, MD [4]
Brigham and Women’s Hospital Professor of Medicine, Emeritus
Vascular Biology Program Division of Hematology/Oncology
Boston Children’s Hospital Vanderbilt University School of Medicine
Harvard Medical School Nashville, Tennessee
Boston, Massachusetts
Taco Kuijpers, MD, PhD [61, 64]
Jill M. Johnsen, MD [125] Professor of Immunology
Associate Member Consultant Pediatric Infectious Diseases and Clinical Immunology
Bloodworks Amsterdam University Medical Center
Associate Professor of Medicine University of Amsterdam
University of Washington Amsterdam, The Netherlands
Seattle, Washington
Abdullah Kutlar, MD [50] Marcel Levi, MD, PhD, FRCP [3, 18, 32, 113, 115, 120, 121, 127]
Professor of Medicine Professor of Medicine
Augusta University University College London Hospitals
Augusta, Georgia London, United Kingdom;
Professor of Medicine
Robert A. Kyle, MD, MACP [109] University of Amsterdam
Professor of Medicine Amsterdam, The Netherlands
Laboratory Medicine and Pathology
Mayo Clinic College of Medicine Jerrold H. Levy, MD, FAHA, FCCM [140]
Rochester, Minnesota Professor of Anesthesiology
Cardiothoracic Anesthesiology, Critical Care,
Geoffrey A. Land, PhD, HCLD, F(AAM) [137] and Surgery (Cardiothoracic)
Vitalant Duke University School of Medicine
Phoenix, Arizona Durham, North Carolina
*
Deceased
Vishnu V.B. Reddy, MD [2, 46] Clémentine Sarkozy, MD, PhD [98]
Section Head, UAB Hospital Hematology Bone Marrow Lab Department of Therapeutic Innovation
Director, Hematopathology Fellowship Program Gustave Roussy
Division of Laboratory Medicine Université Paris-Saclay
Professor, Department of Pathology Villejuif, France
The University of Alabama at Birmingham
Birmingham, Alabama Sam Schulman, MD, PhD, FRCPS [32]
Professor, Department of Medicine
Mark T. Reding, MD [122] Director, Thrombosis Service
Associate Professor of Medicine Hamilton Health Sciences General Hospital
Director, Center for Bleeding and Clotting Disorders McMaster University
University of Minnesota Medical Center Hamilton, Ontario, Canada
Minneapolis, Minnesota
Steven Scoville, MD, PhD [5]
Pieter H. Reitsma, PhD [112] General Surgery
Professor of Experimental Medicine The Ohio State University
Einthoven Laboratory for Experimental Vascular and Columbus, Ohio
Regenerative Medicine
Leiden University Medical Center Marie Scully, MB BS, MRCP, FRCPath, MD [128]
Leiden, The Netherlands Professor
Department of Haematology
Shoshana Revel-Vilk, MD, MCs [72] Cardiometabolic Programme
Associate Professor of Pediatrics National Institute of Health Research
Gaucher Unit and Pediatric Hematology/Oncology Unit University College London/University College London Hospitals
Shaare Zedek Medical Center Biomedical research Centre
Hebrew University Medical School University College London Hospital
Jerusalem, Israel London, United Kingdom
Vivien A. Sheehan, MD, PhD [50] Sean R. Stowell, MD, PhD [126]
Assistant Professor of Pediatrics Center for Transfusion and Cellular Therapies
Baylor College of Medicine Department of Pathology and Laboratory Medicine
Houston, Texas Emory University
Atlanta, Georgia
Taimur Sher, MD [107]
Division of Hematology/Oncology Sankar Swaminathan, MD [81]
Mayo Clinic Don Merril Rees Presidential Endowed Chair
Jacksonville, Florida Professor and Division Chief
Division of Infectious Diseases
Sujit Sheth, MD [49] University of Utah School of Medicine
Department of Pediatrics Salt Lake City, Utah
Weill Cornell Medicine
New York, New York Jeff Szer, MB BS, FRACP [72]
Professor of Medicine
William Shomali, MD [65] Peter MacCallum Cancer Centre
Division of Hematology The Royal Melbourne Hospital
Stanford Cancer Institute University of Melbourne and Clinical Haematology
Stanford University School of Medicine Melbourne, Victoria, Australia
Stanford, California
Tsewang Tashi, MD [83]
Suthesh Sivapalaratnam, MD, PhD, MRCP (London) [119] Huntsman Cancer Center
Senior Lecturer University of Utah
Department of Haematology Salt Lake City, Utah
Royal London Hospital
London, United Kingdom Swee Lay Thein, MD [49]
National Heart, Lung, and Blood Institute
Sarah J. Skuli, MD [13] The National Institutes of Health
Fellow Bethesda, Maryland
Division of Hematology and Oncology
Department of Medicine Perumal Thiagarajan, MD [34]
Perelman School of Medicine Professor of Medicine and Pathology
University of Pennsylvania Baylor College of Medicine
Philadelphia, Pennsylvania Director of Transfusion Medicine and Hematology Laboratory
Michael E. DeBakey VA Medical Center
Susan S. Smyth, MD, PhD [111] Houston, Texas
Professor and Chief
Division of Cardiovascular Medicine Megan Trager, MD [102]
Physician Investigator Department of Dermatology
Lexington Veterans Affairs Medical Center Columbia University Irving Medical Center
University of Kentucky New York, New York
Lexington, Kentucky
Steven P. Treon, MD, PHD, FACP, FRCP [108]
Philippe Solal-Céligny, MD, PhD [98] Professor of Medicine
Professor of Haematology Harvard Medical School;
Institut de Cancérologie de l’Ouest Director
Saint-Herblain, France Bing Center for Waldenstrom’s Macroglobulinemia
Dana Farber Cancer Institute
Michael A. Spinner, MD [96] Boston, Massachusetts
Division of Oncology
Department of Medicine Giorgio Trinchieri, MD [20]
Stanford University National Institutes of Health Distinguished Investigator
Stanford, California Chief, Laboratory of Integrative Cancer Immunology
Center for Cancer Research
David P. Steensma, MD [86] National Cancer Institute
Associate Professor of Medicine National Institutes of Health
Edward P. Evans Chair of Myelodysplastic Syndromes Research Bethesda, Maryland
Dana-Farber Cancer Institute
Harvard Medical School
Boston, Massachusetts
PREFACE
The first edition of Williams Hematology (né Hematology) was pub- into the 10th edition of Williams Hematology. The Manual features
lished in 1972. This, our 10th edition, represents our continued efforts the most salient clinical content from the parent text and is useful in
over one-half century to provide the most current concepts of the time-restricted clinical situations. The Manual will be available for the
genetic basis, pathophysiology, diagnosis, and treatment of hematologic iPhone and other mobile formats. It has been particularly useful for
diseases. physicians studying for the American Board of Internal Medicine
The rate of growth in our understanding of diseases of blood cells Certification in Hematology and comparable other examinations in
and coagulation pathways has justified, indeed mandated, the effort other jurisdictions.
of the editors to publish periodic major revisions in this comprehen- The production of this book required the timely cooperation of
sive textbook of hematology. The sequencing of patient genomes and 233 contributors for the writing or revising of 140 chapters. We are
advances in knowledge in epigenetics, proteomics, and metabolomics, grateful for their insight and work in providing this comprehensive and
as applied to hematologic disorders, have accelerated the understanding up-to-date text. Despite the growth of both basic and clinical knowl-
of the pathogenesis of the diseases of our interest and provided new edge and the passion that each of our contributors brings to the topic of
pathways to treatment. Advances in our dissection of molecular and cel- their chapter, we have been able to maintain the text in a single volume
lular biology and immunology have translated into improved diagnostic through attention to chapter length.
and therapeutic methods. Customizing immunotherapy to attack tumor The editorial board has lost the experience and intellect of Oliver
cell antigens and identifying specific molecular targets for therapy in W. Press, who died from a malignant brain tumor in 2017 and who had
several hematologic disorders have, as anticipated, become reality. Gene joined the board as the expert in lymphopoiesis and lymphoma for the
therapy is being implemented to cure selected, monogenic, inherited 9th edition. His contributions to the field and to his institution, The
hematologic diseases, such as hemophilia A and B. Sickle cell anemia Fred Hutchinson Cancer Center, were singular.
is a disease about which we have known more than almost any other The readers of the 10th edition of Williams Hematology will note
genetic disorder, yet we have been unable to modulate, significantly, its the expanding international participation in the text with the addition
horrific impact on patients. Finally, we may be edging toward a dramatic of Professor David Linch, University College, London, who is the edi-
improvement in therapy by preventing the suppression of F hemoglobin tor for the biology and diseases of lymphocytes and the lymphoma
synthesis after birth, minimizing the fraction of hemoglobin S in post- sections. Thus, the 10th edition has two of its six editors from the
natal blood. Other promising approaches to gene therapy are also being United Kingdom and chapter authors from Belgium, Canada, France,
studied in sickle cell anemia and thalassemia. CRISPR-Cas9 method- Germany, Israel, Italy, Netherlands, South Africa, Spain, Switzerland,
ology has been a singular application in several of these gene-editing and the United Kingdom in addition to the United States. The prep-
approaches. Hematology continues to be the poster child for the ratio- aration of this edition of Williams Hematology required our authors
nal design of therapeutics applicable to other fields of medicine. throughout Europe, other international sites, and the United States to
This edition of Williams Hematology endeavors to facilitate access remain dedicated to their task despite the impact of the new strain of
to information, both within the book and its associated links. Each coronavirus (SARS-CoV-2) infection and its dissemination as coro-
chapter has been revised or rewritten to provide current information. navirus disease, first identified in late 2019 (COVID-19) and thereafter
To reflect the increased application of immunotherapy, chapters on became a pandemic, a contagion of historic consequences. The editors
this important topic have been added, including Chapter 22, “Immune are grateful for their dedication despite the hardships endured by many
Checkpoint Inhibitors”; Chapter 23, “Immune Cell Therapy: Chimeric of our contributors.
Antigen Receptor T-Cell Therapy”; and Chapter 24, “Immune Cell The editors have had expert administrative assistance in the man-
Therapy: Dendritic Cell and Natural Killer Cell Therapy,” along with agement of the manuscripts for which they were primarily responsible.
the revised and updated Chapter 25, “Vaccine Therapy.” A new Chapter We thank Susan Daley in Rochester, New York; Teresa MacDonald in
12, “Application of Big Data and Deep Learning in Hematology” has London, United Kingdom; and Shelly Saxton in Salt Lake City, Utah,
been introduced. for their very helpful participation in the production of the book. Spe-
At the center of diagnostic hematology is blood and marrow cell cial acknowledgment goes to Marie Brito in Stony Brook, New York,
morphology. Thus, we have continued the incorporation of informative who was responsible for coordinating the management of 140 chapters,
color images representing the relevant diseases in each chapter, allowing including many new figures, tables, and clinical cases, and managing
easy access to illustrations of cell morphology important to diagnosis. other administrative matters, a challenging task that Ms. Brito per-
The 10th edition of Williams Hematology is also available online formed with skill and good humor. The editors also acknowledge the
as part of the excellent www.accessmedicine.com website. With direct interest and support of our colleagues at McGraw Hill, including James
links to a comprehensive drug therapy database and to other impor- F. Shanahan, Vice President and Group Publisher; Karen G. Edmonson,
tant medical texts, including Harrison’s Principles of Internal Medicine Senior Content Acquisitions Editor; Kim Davis, Developmental
and Goodman and Gilman’s The Pharmacological Basis of Therapeutics, Director; Leah Carton, Editorial Coordinator; and Revathi Viswanathan,
Williams Hematology Online is part of a comprehensive resource cov- Client Services Manager for Williams Hematology.
ering all disciplines within medical education and practice. The online
edition of Williams Hematology also includes PubMed links to journal Kenneth Kaushansky
articles cited in the references. New in this online edition is the presen- Marshall A. Lichtman
tation of clinical cases for readers to explore, each linked to the relevant Josef T. Prchal
disease-oriented chapter. Marcel Levi
The companion handbook, Williams Manual of Hematology, will Linda J. Burns
be revised to reflect the diagnostic and therapeutic advances entered David C. Linch
INITIAL APPROACH TO THE Table 1–1 lists the major abnormalities that result in the evaluation of
the patient by the hematologist. The signs indicated in Table 1–1 may
reflect a primary or secondary hematologic problem. For example,
PATIENT: HISTORY AND immature granulocytes in the blood may be signs of myeloid diseases
such as myelogenous leukemia, or, depending on the frequency of these
PHYSICAL EXAMINATION cells and the level of immaturity, the dislodgment of cells resulting from
marrow metastases of a carcinoma. Nucleated red cells in the blood
may reflect the breakdown in the marrow–blood interface seen in pri-
mary myelofibrosis or the hypoxia of congestive heart failure. Certain
Marshall A. Lichtman and Linda J. Burns disorders have a propensity for secondary hematologic abnormalities;
kidney, liver, and chronic inflammatory diseases are prominent among
such abnormalities. Chronic alcoholism, nutritional fetishes, and the
SUMMARY use of certain medications may be causal factors in blood cell or coag-
ulation protein disorders. Pregnant women and persons of older age
The care of a patient with a suspected hematologic abnormality begins are prone to certain hematologic disorders: anemia, thrombocytope-
with a systematic attempt to determine the nature of the illness by elic- nia, or intravascular coagulation in the former case, and hematologic
malignancies, pernicious anemia, and clonal hematopoiesis with mild
iting an in-depth medical history and performing a thorough physical
cytopenias in the latter. The history and physical examination can pro-
examination. The physician should identify the patient’s symptoms sys-
vide vital clues to the possible diagnosis and also to the rationale choice
tematically and obtain as much relevant information as possible about of laboratory tests.
their origin and evolution and about the general health of the patient
by appropriate questions designed to explore the patient’s recent and
remote experience. Reviewing previous records may add important data THE HISTORY
for understanding the onset or progression of illness. Hereditary and envi-
ronmental factors should be carefully sought and evaluated. The use of In today’s technology- and procedure-driven medical environment, the
drugs and medications, nutritional patterns, and sexual behavior should importance of carefully gathering information from patient inquiry and
examination is at risk of losing its primacy. The history (and physical
be considered. The physician should follow the medical history with a
examination) remains the vital starting point for the evaluation of any
physical examination to obtain evidence for tissue and organ abnormal-
clinical problem.1–3
ities that can be assessed through bedside observation to permit a careful
search for signs of the illnesses suggested by the history. Skin changes and
hepatic, splenic, or lymph nodal enlargement are a few findings that may GENERAL SYMPTOMS AND SIGNS
be of considerable help in pointing toward a diagnosis. Additional history Performance status (PS) is used to establish semiquantitatively the
should be obtained during the physical examination, as findings suggest extent of a patient’s disability. This status is important in evaluating
an additional or alternative consideration. Thus, the history and physical patient comparability in clinical trials, in determining the likely tol-
examination should be considered as a unit, providing the basic informa- erance to cytotoxic therapy, and in evaluating the effects of therapy.
tion with which further diagnostic information is integrated, with blood Table 1–2 presents well-founded criteria for measuring PS for adults
and marrow studies, imaging studies and tissue examination. (Karnofsky Score) and children (Lansky Score).4,5 An abbreviated
version, as proposed by the Eastern Cooperative Oncology Group
Primary hematologic diseases are common in the aggregate, but hema-
(Table 1–3), sometimes is used.6
tologic manifestations secondary to other diseases occur even more fre- Weight loss is a frequent accompaniment of many serious diseases,
quently. For example, the signs and symptoms of anemia and the presence including primary hematologic malignancies, but it is not a prominent
of enlarged lymph nodes are common clinical findings that may be related accompaniment of most hematologic diseases. Many “wasting” dis-
to a hematologic disease, but which also occur frequently as secondary eases, such as disseminated carcinoma and tuberculosis, cause anemia,
manifestations of disorders not considered primarily hematologic. A wide and pronounced emaciation should suggest one of these diseases rather
variety of diseases may produce signs or symptoms of hematologic illness. than anemia as the primary disorder.
Thus, in patients with a connective tissue disease, all the signs and symp- Fever is a common early manifestation of the aggressive lympho-
toms of anemia may be elicited and lymphadenopathy may be notable, but mas or acute leukemias as a result of pyrogenic cytokines (eg, interleu-
additional findings are usually present that indicate primary involvement of kin [IL]-1, IL-6, and IL-8) released as a reflection of the disease itself.
some system besides the hematopoietic (marrow) or lymphopoietic (lymph After chemotherapy-induced cytopenias or in the face of accompanying
immunodeficiency, infection is usually the cause of fever. In patients
nodes or other lymphatic sites). In this discussion, emphasis is placed on
with “fever of unknown origin,” lymphoma, particularly Hodgkin lym-
the clinical findings resulting from either primary hematologic disease or phoma, should be considered. Occasionally, primary myelofibrosis,
the complications of hematologic disorders so as to avoid presenting an acute leukemia, advanced myelodysplastic syndrome, and other lym-
extensive catalog of signs and symptoms encountered in general clinical phomas may also cause fever. In rare patients with severe pernicious
medicine. anemia or hemolytic anemia, fever may be present. Pel-Ebstein fever
In each discussion of specific diseases in subsequent chapters, the signs is a prolonged cyclic fever, first associated with Hodgkin lymphoma (it
and symptoms that accompany the particular disorder are presented, and the occurs rarely), but may occur, also, in some infections (cytomegalovirus
clinical findings are covered in detail. This chapter takes a more general sys- or Mycobacterium tuberculosis infection in an immunocompromised
tematic approach. host). Chills may accompany severe hemolytic processes and the bac-
teremia that may complicate the immunocompromised or neutropenic
patient. Night sweats suggest the presence of low-grade fever and may
TABLE 1–1. Findings That May Lead to a Hematology
occur in patients with lymphoma or leukemia.
Consultation
Fatigue, malaise, and lassitude are such common accompani-
Decreased hemoglobin concentration (anemia) ments of both physical and emotional disorders that their evaluation
Leukopenia or neutropenia is complex and often difficult. In patients with serious disease, these
Thrombocytopenia symptoms may be readily explained by fever, muscle wasting, or other
Pancytopenia associated findings. Patients with moderate or severe anemia fre-
quently complain of fatigue, malaise, or lassitude and these symptoms
Increased hemoglobin concentration (polycythemia)
may accompany the hematologic malignancies. Fatigue or lassitude
Leukocytosis or neutrophilia may occur also with iron deficiency even in the absence of sufficient
Eosinophilia anemia to account for the symptom. In slowly developing chronic
Basophilia or mastocytosis anemias, the patient may not recognize reduced exercise tolerance, or
Monocytosis other loss of physical capabilities except in retrospect, after a remission
or a cure has been induced by appropriate therapy. Anemia may be
Lymphocytosis
responsible for more symptoms than has been traditionally recognized,
Thrombocytosis as suggested by the remarkable improvement in quality of life of most
Immature granulocytes or nucleated red cells in the blood uremic patients treated with erythropoietin.
Lymphadenopathy Weakness may accompany anemia or the wasting of malignant
Splenomegaly processes, in which cases it is manifest as a general loss of strength or
Hypergammaglobulinemia: monoclonal or polyclonal reduced capacity for exercise. The weakness may be localized as a result
of neurologic complications of hematologic disease. In vitamin B12 defi-
Purpura
ciency (eg, pernicious anemia), there may be weakness of the lower
Exaggerated bleeding: spontaneous or trauma related extremities, accompanied by numbness, tingling, and unsteadiness of
Prolonged partial thromboplastin or prothrombin coagulation times gait. Peripheral neuropathy also occurs with monoclonal immunoglob-
Venous thromboembolism ulinemias. Weakness of one or more extremities in patients with leuke-
Thrombophilia mia, myeloma, or lymphoma may signify central or peripheral nervous
system invasion or compression as a result of vertebral collapse, a para-
Elevated serum ferritin level
neoplastic syndrome (eg, encephalitis), or brain or meningeal involve-
Obstetrical adverse events (eg, recurrent fetal loss, stillbirth, and ment. Myopathy secondary to malignancy occurs with the hematologic
HELLP syndrome)
malignancies and is usually manifest as weakness of proximal muscle
HELLP, hemolytic anemia, elevated liver enzymes, and low platelet groups. Footdrop or wristdrop may occur in lead poisoning, amyloido-
count. sis, systemic autoimmune diseases, or as a complication of vincristine
therapy. Paralysis may occur in acute intermittent porphyria.
arise from intestinal obstruction by lymphoma, retroperitoneal bleed- granulocyte-monocyte colony-stimulating factor may induce bone
ing, lead poisoning, ileus secondary to therapy with the vinca alkaloids, pain. In patients with Hodgkin lymphoma, ingestion of alcohol may
acute hemolysis, allergic purpura, the abdominal crises of sickle cell dis- induce pain at the site of any lesion, including those in bone. Edema
ease, or acute intermittent porphyria. Diarrhea may occur in pernicious of the lower extremities, sometimes unilateral, may occur because of
anemia. It also may be prominent in the various forms of intestinal obstruction to veins or lymphatics by lymphomatous masses or from
malabsorption, although significant malabsorption may occur without deep venous thrombosis. The latter can also cause edema of the upper
diarrhea. In small-bowel malabsorption, steatorrhea may be a notable extremities.
feature. Malabsorption may be a manifestation of small-bowel lym-
phoma. Gastrointestinal bleeding related to thrombocytopenia or other Skin
bleeding disorder may be occult but often is manifest as hematemesis Skin manifestations of hematologic disease, including changes in tex-
or melena. Hematochezia can occur if a bleeding disorder is associated ture or color, itching, and the presence of specific or nonspecific lesions,
with a colonic lesion. Constipation may occur in the patient with hyper- may be of great importance. The skin in iron-deficient patients may
calcemia or in one receiving treatment with the vinca alkaloids. become dry, the hair dry and fine, and the nails brittle. In hypothyroid-
ism, which may cause anemia, the skin is dry, coarse, and scaly. Jaundice
Genitourinary and Reproductive Systems may be apparent with pernicious anemia or congenital or acquired
Impotence or bladder dysfunction may occur with spinal cord or periph- hemolytic anemia. The skin of patients with pernicious anemia is said
eral nerve damage caused by one of the hematologic malignancies or to be “lemon yellow” because of the simultaneous appearance of jaun-
with pernicious anemia. Priapism may occur in hyperleukocytic leuke- dice and pallor. Jaundice may also occur in patients with hematologic
mia, essential thrombocythemia, or sickle cell disease. Hematuria may malignancies, especially lymphomas, as a result of liver involvement or
be a manifestation of hemophilia A or B. Red urine may also occur with biliary tract obstruction. Pallor is a common accompaniment of ane-
intravascular hemolysis (hemoglobinuria), myoglobinuria, or porphy- mia, although some severely anemic patients may not appear pale.
rinuria. Injection of anthracycline drugs or ingestion of drugs such as Erythromelalgia may be a troublesome complication of polycythemia
phenazopyridine (Pyridium) regularly causes the urine to turn red. The vera. Patchy plaques or widespread erythroderma occur in cutaneous
use of deferoxamine mesylate (Desferal) may result in rust colored urine. T-cell lymphoma (especially Sézary syndrome) and in some cases of
Amenorrhea may also be induced by drugs, such as antimetabolites or chronic lymphocytic leukemia or lymphocytic lymphoma. The skin is
alkylating agents. Menorrhagia is a common cause of iron deficiency, often involved, sometimes severely, in graft-versus-host disease follow-
and care must be taken to obtain a history of the number of prior preg- ing hematopoietic cell transplantation. Patients with hemochromatosis
nancies and an accurate assessment of the extent of menstrual blood may have bronze or grayish pigmentation of the skin. Cyanosis occurs
loss. Semiquantification can be obtained from estimates of the number with methemoglobinemia, either hereditary or acquired; sulfhemoglo-
of days of heavy bleeding (usually <3), the number of days of any bleed- binemia; abnormal hemoglobins with low oxygen affinity; and primary
ing (usually <7), number of tampons or pads used (requirement for and secondary polycythemia. Cyanosis of the ears or the fingertips may
double pads suggests excessive bleeding), degree of blood soaking, and occur after exposure to cold in individuals with cryoglobulins or cold
clots formed, and from inquiries such as, “Have you experienced a gush agglutinins.
of blood when a tampon is removed?” However, an objective distinction Itching may occur in the absence of any visible skin lesions in
between menorrhagia (loss of more than 80 mL blood per period) and Hodgkin lymphoma and may be extreme. Mycosis fungoides or other
normal blood loss can best be made by a visual assessment technique lymphomas with skin involvement may also present as itching. A sig-
using pictorial charts of towels or tampons.7 Menorrhagia may occur in nificant number of patients with polycythemia vera will complain of
patients with bleeding disorders. itching after bathing.
Petechiae and ecchymoses are most often seen in the extremities in
Back and Extremities patients with thrombocytopenia, nonthrombocytopenic purpura, or
Back pain may accompany acute hemolytic reactions or be a result acquired or inherited platelet function abnormalities and von Willebrand
of involvement of bone or the nervous system in acute leukemia or disease. Unless secondary to trauma, these lesions usually are painless; the
aggressive lymphoma. It is one of the most common manifestations of lesions of psychogenic purpura and erythema nodosum are painful. Easy
myeloma. bruising is a common complaint, especially among women, and when no
Arthritis or arthralgia may occur with gout secondary to increased other hemorrhagic symptoms are present, usually no abnormalities are
uric acid production in patients with hematologic malignancies, espe- found after detailed study. This symptom may, however, indicate a mild
cially acute lymphocytic leukemia in childhood, myelofibrosis, myel- hereditary bleeding disorder, such as von Willebrand disease or one of
odysplastic syndrome, and hemolytic anemia. They also occur in the the platelet disorders. Infiltrative lesions may occur in the leukemias
plasma cell dyscrasias, acute leukemias, and sickle cell disease without (leukemia cutis) and lymphomas (lymphoma cutis) and are sometimes
evidence of gout, and in allergic purpura. Arthritis may accompany the presenting complaint. Monocytic leukemia has a higher frequency of
hemochromatosis, although the association has not been carefully skin infiltration than other forms of leukemia. Necrotic lesions may occur
established. In the latter case the arthritis starts typically in the small with intravascular coagulation, purpura fulminans, and warfarin-induced
joints of the hand (second and third metacarpal joints), and episodes skin necrosis, or, rarely, with exposure to cold in patients with circulating
of acute synovitis may be related to deposition of calcium pyrophos- cryoproteins or cold agglutinins.
phate dehydrate crystals. Hemarthroses in patients with severe bleeding Leg ulcers are a common complaint in sickle cell anemia and occur
disorders cause marked joint pain. Autoimmune diseases may present rarely in other hereditary anemias. They also are associated with long-
as anemia and/or thrombocytopenia, and arthritis appears as a later term hydroxyurea therapy in myeloproliferative neoplasms.
manifestation. Shoulder pain on the left may be a result of infarction
of the spleen and on the right of gall bladder disease associated with
chronic hemolytic anemia such as hereditary spherocytosis. Bone pain DRUGS AND CHEMICALS
may occur with bone involvement by the hematologic malignancies; it Drugs
is common in the congenital hemolytic anemias, such as sickle cell anemia, Drug therapy, either self-prescribed or ordered by a physician, is
and may occur in myelofibrosis. Administration of granulocyte- or extremely common in our society. Drugs often induce or aggravate
hematologic disease, making it essential that a careful history of drug anemia, and gallstones in relatives. In patients with disorders of hemo-
ingestion, including beneficial and adverse reactions, be obtained from stasis or venous thrombosis, particular attention must be given to bleed-
all patients. Drugs taken regularly, including nonprescription medica- ing manifestations or venous thromboembolism in family members.
tions, often become a part of the patient’s way of life and are forgotten In the case of autosomal recessive disorders such as pyruvate kinase
or are not recognized as “drugs.” deficiency, the parents are usually not affected, but a similar clinical
Agents such as aspirin, laxatives, tranquilizers, medicinal iron, syndrome may have occurred in siblings. It is particularly important
vitamins, other nutritional supplements, and sedatives are often not to inquire about siblings who may have died in infancy, as these may
immediately volunteered when asked if the patient is taking any med- be forgotten, especially by older patients. When sex-linked inheritance
ications. Furthermore, drugs may be ingested in unrecognized form, is suspected, it is necessary to inquire about symptoms in the maternal
such as antibiotics in food or quinine in tonic water. Specific, persis- grandfather, maternal uncles, male siblings, and nephews. In patients
tent questioning, often on several occasions, may be necessary before a with disorders with dominant inheritance, such as hereditary spherocy-
complete history of drug use is obtained. It is very important to obtain tosis, one may expect to find that one parent, and possibly siblings and
detailed information on alcohol consumption from every patient. The children of the patient, has stigmata of the disease. Ethnic background
four “CAGE” questions—about needing to cut down, being annoyed may be important in the consideration of certain diseases such as α- and
by criticism, having guilt feelings, and requiring a drink as a morning β-thalassemia, sickle cell anemia, glucose-6-phosphate dehydrogenase
eye-opener—provide an effective approach to the history of alcohol use. deficiency, hemoglobin E, and other inherited disorders that are prev-
Patients should also be asked about the use of recreational drugs. The alent in specific geographic areas, such as the Mediterranean basin or
use of “alternative medicines” and herbal medicines is common, and Southeast Asia.
many patients will not consider these medications or may actively with-
hold information about their use. Nonjudgmental questioning may be SEXUAL HISTORY
successful in identifying agents in this category that the patient is tak-
ing. Some patients equate the term “drugs,” as opposed to “medicines,” Because of the frequency of infection with HIV, it is important to ascer-
with illicit drugs. Establishing that the examiner is interested in all tain the sexual behavior of the patient, especially risk factors for trans-
forms of ingestants—prescribed drugs, self-remedies, alternative reme- mission of HIV.
dies, etcetera—is important to ensure getting the information required.
PREVENTIVE HEMATOLOGY
Chemicals Ideally, the physician’s goal is to prevent illness, and opportunities exist
In addition to drugs, most people are exposed regularly to a variety of for hematologists to prevent the development of hematologic disor-
chemicals in the environment, some of which may be potentially harmful ders. These opportunities include identification of individual genetic
agents and result in a deleterious hematologic effect, such as anemia or risk factors and avoidance of situations that may make a latent disorder
leukopenia. An occupational history should explore exposure to poten- manifest. Prophylactic therapy, as for example in avoiding venous sta-
tially harmful chemicals. This information should be supplemented sis in patients heterozygous for protein C deficiency or administering
by inquiries about hobbies and other interests that result in work with prophylactic heparin at the time of major surgery, is a more immediate
chemicals, such as glues and solvents. When a toxin is suspected, the aspect of prevention because it depends on the physician’s intervention.
patient’s daily activities and environment should be carefully reviewed, Hematologists may also prevent disease by reinforcing community
as significant exposure to toxic chemicals may occur incidentally. medicine efforts. Examples include fostering the elimination of sources
of environmental lead that may result in childhood anemia. Prenatal
VACCINATION diagnosis can provide information to families as to whether a fetus is
Vaccinations can be complicated by acute immune thrombocytope- affected with a hematologic disorder.
nia. In infants, this is most notable after measles, mumps, and rubella
(MMR) vaccine. The occurrence of acute immune thrombocytopenia is ASSESSMENT OF GERIATRIC PATIENTS
approximately 1 in 25,000 children vaccinated, occurs within 6 weeks The fraction of the population older than age 65 years has increased
of vaccination, and in the majority of occurrences is self-limited. There dramatically since the 1970s. This increase will continue, such that
is no evidence that children with antecedent immune thrombocytope- by 2040 approximately 22% of the U.S. population will be older than
nia are at risk of recurrence after MMR vaccination.8 Analysis, thus far, age 65 years. This trend is evident worldwide.
shows rare cases in following administration of other vaccines (hepatitis A, Frailty is a pathophysiologic syndrome in older adults that predis-
diphtheria-pertussis-tetanus, or varicella) administered to older children poses to a risk for poor health outcomes including falls, disability, hos-
and adolescents and significant risk has not been ascertained.9 pitalization, and mortality.10–12 It also limits tolerance to certain forms
of therapy, including intensive chemotherapy for cancer. The frailty
NUTRITION phenotype’s principal features are: (a) decreased functional reserve,
Children who are breastfed without iron supplementation may develop (b) impairment of physiologic systems, and (c) inability to regain a
iron-deficiency anemia. Nutritional information can be useful in physiologic steady-state after a stressful event (eg, chemotherapy).
deducing the possible role of dietary deficiency in anemia. The avoid- Numerous quantitative and qualitative instruments have been
ance of certain food groups, as might be the case with vegetarians, or reported as useful in determining the presence of frailty in the older
the ingestion of uncooked fish can be clues to the pathogenesis of meg- individual. In essence, the frailty index includes: (a) unintended weight
aloblastic anemia. loss, (b) decreased grip strength, (c) ease of exhaustion, (d) slow gait
speed, and (e) low physical activity.
One group studying patients age 75 years or older with hematologic
FAMILY HISTORY malignancies has found that gait speed measured with a stopwatch over
A carefully obtained family history may be of great importance in 4 meters as a sole measurement is strongly correlated with survival.13
the study of patients with hematologic disease (Chap. 9). In the case For example, patients with a gait speed of >0.80 m/s had threefold overall
of hemolytic disorders, questions should be asked regarding jaundice, survival at 2 years and twice the overall survival at 7 years.
A self-administered questionnaire of 10 questions has been pro- The patient should be examined in daylight rather than under incan-
posed as another approach to assessing frailty and can be accessed at descent or fluorescent light, because the yellow color of the latter masks
https://consultgeri.org/try-this/general-assessment/issue-34.pdf. the yellow color of the patient. Jaundice is a result of actual staining
An increased fraction of older individuals are being given che- of the skin by bile pigment, and bilirubin glucuronide (direct-reacting
motherapy or hematopoietic cell transplantation for hematologic (and or conjugated bilirubin) stains the skin more readily than the unconju-
other system) neoplasms. It has become important to assess frailty in gated form. Jaundice of the skin may not be visible if the bilirubin level
this population as a determinant of the likelihood that intensive therapy is below 2–3 mg/dL. Yellow pigmentation of the skin may also occur
can be administered in an older patient. Selecting a frailty index appro- with carotenemia, especially in young children.
priate to general clinical assessment should be a standard part of the
examination of an older patient. Petechiae and Ecchymoses
Petechiae are small (1–2 mm), round, red or brown lesions resulting
from hemorrhage into the skin and are present primarily in areas with
PHYSICAL EXAMINATION high venous pressure, such as the lower extremities. These lesions do not
A detailed physical examination should be performed on every patient, blanch on pressure, and this can be readily demonstrated by compress-
with sufficient attention paid to all systems so as to obtain a full eval- ing the skin with a glass microscope slide or magnifying lens. Petechiae
uation of the general health of the individual. The skin, eyes, tongue, may occasionally be elevated slightly, that is, palpable; this finding sug-
lymph nodes, skeleton, spleen, liver, and nervous system are especially gests vasculitis. Ecchymoses may be of various sizes and shapes and may
pertinent to hematologic disease and therefore deserve special attention. be red, purple, blue, or yellowish green, depending on the intensity of
the skin hemorrhage and its age. They may be flat or elevated; some are
painful and tender. The lesions of hereditary hemorrhagic telangiectasia
SKIN are small, flat, nonpulsatile, and violaceous. They blanch with pressure.
Pallor and Flushing
The color of the skin is a result of the pigment contained therein and to Excoriation
the blood flowing through the skin capillaries. The component of skin Itching may be intense in some hematologic disorders, such as
color related to the blood may be a useful guide to anemia or polycythe- Hodgkin lymphoma, even in the absence of skin lesions. Excoriation
mia, as pallor may result when the hemoglobin level is reduced and red- of the skin from scratching is the only physical manifestation of this
ness when the hemoglobin level is increased. The amount of pigment in severe symptom.
the skin modifies skin color and can mislead the clinician, as in individ-
uals with pallor resulting from decreased pigment, or make skin color Leg Ulcers
useless as a guide because of the intense pigmentation present. Open ulcers or scars from healed ulcers are often found in the region of
Alterations in blood flow and in hemoglobin content may change the internal or external malleoli in patients with sickle cell anemia, and,
skin color; this, too, can mislead the clinician. Thus emotion may cause rarely, in other hereditary anemias.
either pallor or blushing. Exposure of the skin to cold or heat may sim-
ilarly cause pallor or blushing. Chronic exposure to wind or sun may Nails
lead to permanent redness of the skin, and chronic ingestion of alcohol Detection of pallor or rubor by examining the nails was discussed ear-
to a flushed face. The degree of erythema of the skin can be evaluated by lier (see “Pallor and Flushing” above). The fingernails in chronic, severe
pressing the thumb firmly against the skin, as on the forehead, so that the iron-deficiency anemia may be ridged longitudinally and flattened or
capillaries are emptied, and then comparing the color of the compressed concave rather than convex. The latter change is referred to as koilonychia
spot with the surrounding skin immediately after the thumb is removed. and is uncommon.
The mucous membranes and nail beds are usually more reliable
guides to anemia or polycythemia than the skin. The conjunctivae and Eyes
gums may be inflamed, however, and therefore not reflect the hemoglo- Jaundice, pallor, or plethora may be detected from examination of the
bin level, or the gums may appear pale because of pressure from the lips. eyes. Jaundice is usually more readily detected in the sclerae than in
The gums and the nail beds may also be pigmented and the capillaries the skin. Ophthalmoscopic examination is also essential in patients with
correspondingly obscured. In some individuals, the color of the capil- hematologic disease. Retinal hemorrhages and exudates occur in patients
laries does not become fully visible through the nails unless pressure is with severe anemia and thrombocytopenia. These hemorrhages are
applied to the fingertip, either laterally or on the end of the nail. usually the typical “flame-shaped” hemorrhages, but they may be quite
The palmar creases are useful guides to the hemoglobin level and large and elevate the retina so that they may appear as a darkly col-
appear pink in the fully opened hand unless the hemoglobin is 7 g/dL ored tumor. Round hemorrhages with white centers are also often seen.
or less. Liver disease may induce flushing of the thenar and hypothenar Dilatation of the veins may be seen in polycythemia; in patients with
eminences of the palm, even in patients with anemia. macroglobulinemia, the veins are engorged and segmented, resembling
link sausages.
Cyanosis
The detection of cyanosis, like the detection of pallor, may be made dif- Mouth
ficult by skin pigmentation. Cyanosis is a function of the total amount Pallor of the mucosa has already been discussed (see “Pallor and Flushing”
of reduced hemoglobin, methemoglobin, or sulfhemoglobin present. above). Ulceration of the oral mucosa occurs commonly in neutropenic
The minimum amounts of these pigments that cause detectable cyano- patients. In leukemia, there also may be infiltration of the gums with
sis are approximately 5 g/dL blood of reduced hemoglobin, 1.5–2.0 g/dL swelling, redness, and bleeding. Bleeding from the mucosa may occur
of methemoglobin, and 0.5 g/dL of sulfhemoglobin (Chap. 51). with a hemorrhagic disease. A dark line of lead sulfide may be deposited
in the gums at the base of the teeth in lead poisoning. The tongue may
Jaundice be completely smooth in pernicious anemia and iron-deficiency anemia.
Jaundice may be observed in the skin of individuals who are not oth- Patients with an upper dental prosthesis may also have papillary atro-
erwise deeply pigmented or in the sclerae or the mucous membranes. phy, presumably on a mechanical basis. The tongue may be smooth
and red in patients with nutritional deficiencies. This may be accompa- spleen to descend and be felt by the examiner’s fingers. If nothing is felt,
nied by fissuring at the corners of the mouth, but fissuring may also be the palpation should be performed repeatedly, moving the examining
caused by ill-fitting dentures. An enlarged tongue, abnormally firm to hand approximately 2 cm toward the inguinal ligament each time. It
palpation, may indicate the presence of primary amyloidosis. is often advantageous to carry out the examination initially with the
patient lying on the right side with left knee flexed and to repeat it with
Lymph Nodes the patient supine.
Lymph nodes are widely distributed in the body, and in disease, any It is not always possible to be sure that a left upper quadrant mass
node or group of nodes may be involved. The major concern on phys- is spleen; masses in the stomach, colon, kidney, or pancreas may mimic
ical examination is the detection of enlarged or tender nodes in the splenomegaly on physical examination. When there is uncertainty
cervical, supraclavicular, axillary, epitrochlear, inguinal, or iliofemoral regarding the nature of a mass in the left upper quadrant, imaging pro-
regions. Under normal conditions in adults, the only readily palpa- cedures will usually permit an accurate diagnosis.20,21
ble lymph nodes are in the inguinal region, where several firm nodes The application of handheld ultrasonography can enhance the sen-
0.5–2.0 cm long are normally attached to the dense fascia below sitivity of the bedside evaluation of spleen size and its application can be
the inguinal ligament and in the femoral triangle. In children, multi- readily taught to the examining physician.22
ple small (0.5–1.0 cm) nodes may be palpated in the cervical region as
well. Supraclavicular nodes may sometimes be palpable only when the Liver
patient performs the Valsalva maneuver. Palpation of the edge of the liver in the right upper quadrant of the
Enlarged lymph nodes are ordinarily detected in the superficial abdomen is commonly used to detect hepatic enlargement, although
areas by palpation, although they are sometimes large enough to be the inaccuracies of this method have been demonstrated. To properly
seen. Palpation should be gentle and is best performed with a circu- assess liver size, it is necessary to determine both the upper and lower
lar motion of the fingertips, using slowly increasing pressure. Tender borders of the liver by percussion. The normal liver may be palpable as
lymph nodes usually indicate an inflammatory etiology, although rap- much as 4–5 cm below the right costal margin, but is usually not pal-
idly proliferative lymphoma may be tender to palpation.14–16 pable in the epigastrium. The height of liver dullness is best measured
Nodes too deep to palpate may be detected by specific imaging in a specific line, 8, 10, or 12 cm to the right of the midline. Techniques
procedures, including computerized tomography, magnetic resonance should be standardized so that serial measurements can be made. The
imaging, ultrasound studies, gallium scintography, and positron emis- vertical span of the normal liver determined in this manner will range
sion tomography. approximately 10 cm in an average-size adult male and approximately
2 cm smaller in an adult female. Because of variations introduced by
Chest technique, each physician should determine the normal area of liver
Increased rib or sternal tenderness is an important physical sign often dullness by the physician’s own procedure. Correlation of radioisotope
ignored. Increased bone pain may be generalized, as in leukemia, or imaging data with results from routine physical examinations indicates
spotty, as in plasma cell myeloma or metastatic tumors. The superfi- that often a liver of normal size is considered enlarged on physical
cial surfaces of all bones should be examined thoroughly by applying examination and an enlarged liver is considered normal. Ultrasonogra-
intermittent firm pressure with the fingertips to locate potential areas phy and computed tomography measurements are useful in determin-
of disease. ing size and demonstrating localized infiltrative lesions.23–25
3. Williams ME. Geriatric Physical Diagnosis: A Guide to Observation and Assessment. 15. Gaddey HL, Riegel AM. Unexplained lymphadenopathy: evaluation and differential
McFarland & Company; 2009. diagnosis. Am Fam Physician. 2016;94:896-903.
4. Mor V, Laliberte L, Morris JN, Wiemann M. The Karnofsky performance sta- 16. Lucey BC, Stuhlfaut JW, Soto JA. Mesenteric lymph nodes seen at imaging: causes and
tus scale: an examination of its reliability and validity in a research setting. Cancer. significance. Radiographics. 2005;25:351-365.
1984;53:2002-2007. 17. Arkles LB, Gill GD, Molan MP. A palpable spleen is not necessarily enlarged or patho-
5. Lansky SB, List MA, Lansky LL, et al. The measurement of performance in childhood logical. Med J Aust. 1986;145:15-17.
cancer patients. Cancer. 1987;60:1651-1656. 18. Barkun AN, Camus M, Green L, et al. The bedside assessment of splenic enlargement.
6. Oken MM, Creech RH, Tormey DC, et al. Toxicity and response criteria of the Eastern Am J Med. 1991;91:512-518.
Cooperative Oncology Group. Am J Clin Oncol. 1982;5:649-655. 19. Benter T, Klühs L, Teichgräber U. Sonography of the spleen. J Ultrasound Med.
7. Janssen CA, Scholten PC, Heintz AP. A simple visual assessment technique to dis- 2011;30:1281-1293.
criminate between menorrhagia and normal menstrual blood loss. Obstet Gynecol. 20. Cessford T, Meneilly GS, Arishenkoff S, et al. Comparing physical examination with
1995;85:977-982. sonographic versions of the same examination techniques for splenomegaly. J Ultra-
8. Black C, Kaye JA, Jick H. MMR vaccine and idiopathic thrombocytopaenic purpura. sound Med. 2018;37:1621-1629.
Br J Clin Pharmacol. 2003;55:107-111. 21. Palas J, Matos AP, Ramalho M. The spleen revisited: An overview on magnetic reso-
9. O’Leary ST, Glanz JM, McClure DL, et al. The risk of immune thrombocytopenic pur- nance imaging. Radiol Res Pract. 2013;2013:219297.
pura after vaccination in children and adolescents. Pediatrics. 2012;129:248-255. 22. Arishenkoff S, Eddy C, Roberts JM, et al. Accuracy of spleen measurement by medical
10. Fried LP, Tangen CM, Walston J, et al: Frailty in older adults: evidence for a phenotype. residents using hand-carried ultrasound. J Ultrasound Med. 2015;34:2203-2207.
J Gerontol A Biol Sci Med Sci. 2001;56:M146-M156. 23. Patzak M, Porzner M, Oeztuerk S, et al; EMIL Study Group. Assessment of liver size by
11. Xue QL. The frailty syndrome: definition and natural history. Clin Geriatr Med. ultrasonography. J Clin Ultrasound. 2014;42:399-404.
2011;27:1-15. 24. Barloon TJ, Brown BP, Abu-Yousef MM, et al. Teaching physical examination of the
12. Dent E, Kowal P, Hoogendijk EO. Frailty measurement in research and clinical practice: adult liver with the use of real-time sonography. Acad Radiol. 1998;5:101-103.
a review. Eur J Intern Med. 2016;31:3-10. 25. Elstein D, Hadas-Halpern I, Azuri Y, et al. Accuracy of ultrasonography in assessing
13. Liu M, DuMontier C, Murillo A. Gait speed, grip strength and clinical outcomes in spleen and liver. J Ultrasound Med. 1997;16:209-211.
older patients with hematologic malignancies. Blood. 2019;134:374-382.
14. Grubnic S, Vinnicombe SJ, Norman AR, Husband JE. MR evaluation of normal retro-
peritoneal and pelvic lymph nodes. Clin Radiol. 2002;57:193-200.
CHAPTER 2 of the cells of the blood, including new parameters with diagnostic util-
ity. The morphologic and functional complexity of blood cells requires
AND MARROW CELLS select those that need further microscopic review. Automated hematol-
ogy analyzers typically incorporate multiple proprietary software flags
based on acceptability criteria related to pattern recognition in the mul-
tiparameter displays or comparison of different detection modes for the
Vishnu V.B. Reddy and Diana Morlote same cell type. Instruments flag abnormalities they cannot definitively
identify, so that a skilled morphologist can then visually evaluate that
specimen. Some of these flags can be adjusted or suppressed by the user
SUMMARY to achieve an appropriate balance that minimizes both false positives
and false negatives. Guidelines for manual blood film review based on
Examination of the blood and marrow are mainstays of hematologic diagno- comparative data have been published, based on instruments then in
sis. The decision to perform a marrow examination, and the types of special common use.2 Protocols for evaluating and adjusting flagging criteria
studies required, should follow from a careful analysis of blood cells and the within an individual laboratory have been described.3 The proportion
history and physical examination of the patient. Currently available auto- of samples requiring manual blood film review differs among instru-
mated blood cell analyzers provide an increasing array of novel quantitative ments and the type of patient population tested. Studies show a 10% to
parameters and flag abnormal samples that need manual microscopic review. 30% manual review rate,4,5 with a false negative rate (ie, abnormal sam-
ples that were not flagged for review) varying from approximately 3%2
The marrow should be examined when the clinical history, blood cell counts,
to 10–14%.6 Most of the false negatives with current instrumentation
blood film, or laboratory test results suggest the possibility of a primary or sec- are related to red cell and platelet morphologies with relatively limited
ondary hematologic disorder for which morphologic analysis or special studies diagnostic significance.6
of the marrow would aid in the diagnosis. In addition to determining the cel- The characteristics of automated hematology analyzer systems
lularity and morphology of precursor cells, or infiltration by nonhematopoietic have been reviewed.7 Although detailed descriptions of individual
cells, the marrow aspirate and biopsy provide cells for immunophenotyping by instruments are beyond the scope of this chapter, the general principles
flow cytometry or immunostains, cytogenetic and molecular studies, culture employed by state-of-the-art instrumentation are summarized below.
of infectious organisms, and storage for further analysis. The major analytical challenges are the frequency of the different cell
types, which vary over many orders of magnitude, from red cells (1012/L)
to basophils (106/L), and the complexity of the structure of normal and
abnormal blood cells. Over the past several decades, instruments have
The blood and marrow are examined so as to answer these questions: become increasingly sophisticated with the use of multiple parameters
Is the marrow producing appropriate numbers of mature cells in the to produce more precise results in the great majority of patient samples.
major hematopoietic lineages? Is the development of each hematopoi- In a typical automated hematology analyzer, the blood sample is aspi-
etic lineage qualitatively normal? Are there abnormal (eg, leukemia or rated and separated into different fluidic streams. The streams are mixed
lymphoma) cells present? with various buffers that accomplish specific purposes in the analysis,
When it comes to the blood, quantitative measures available from for instance, using differential lysis to distinguish subsets of leukocytes,
automated cell counters are reliable and provide a rapid and cost-effective reagents to measure hemoglobin or detect myeloperoxidase containing
way to screen for primary or secondary disturbances of hematopoiesis. leukocytes, and various fluorescent dyes. Measurements of each fluidic
Light microscopic observation of the blood film is essential to confirm stream are made in flow as the sample passes through a series of detec-
certain quantitative results and to investigate qualitatively abnormal dif- tors in what are essentially modified flow cytometers. Commonly used
ferentiation of the hematopoietic lineages. Based on examination of the principles include light scatter at various angles, electrical impedance
blood, the physician is directed toward a more focused assessment of mar- and conductivity, and fluorescence or light absorption of cells stained
row function or to systemic disorders that secondarily involve the hemato- in flow. Light scatter yields information about cell size (using scatter
poietic system. At that point, a marrow examination may be pursued in at low-incident angles), nuclear lobulation, and cytoplasmic granularity
order to explore marrow disorders as etiologies for blood abnormalities. (using high-angle light scatter) and refractive index, with polarization of
In 1923, Arinkin devised the marrow aspiration technique,1 which the scattered light as an additional parameter. If red cells are converted
was the prototype for our current aspiration procedure. Regular use to spherocytes by the buffer solution to eliminate the variability of cell
of the posterior iliac crest for aspiration and biopsy and regular use of shape, light scatter at different angles can provide information about
biopsy to complement aspiration did not occur until the 1970s, when hemoglobin content, as well as size of individual red cells. Cell size is
staging of lymphoma made biopsy a frequent procedure and new sim- also estimated by measuring change in electrical resistance, which is
pler biopsy instruments became readily available. proportional to cell size as cells enter a narrow orifice through which
a direct current is maintained, the original Coulter principle, which
was named for Wallace Coulter, the developer of the electronic particle
QUANTITATIVE MEASURES OF counter.8 Radiofrequency capacitance measurement yields additional
intracellular structural information that complements the direct cur-
CELLS IN THE BLOOD rent measurement. Differential lysis with detergents of varying strength
PRINCIPLES OF AUTOMATED or pH is used to separate certain leukocyte types, such as basophils and
immature granulocytic cells, from the major normal blood cell types.
BLOOD CELL ANALYSIS In addition, nucleic-acid-binding fluorescent dyes incorporated into
Automated blood cell analysis is the cornerstone of the modern hema- the lysis buffer measure total RNA plus DNA in the cells and are used
tology laboratory, allowing rapid, cost-effective, and accurate analysis in some analyzers to help differentiate leukocyte types. Fluorescence
Diff channel WBC/baso channel Figure 2–1. Schematic of multiparameter cell discrimi-
Fluorescence (total nucleic acids)
Forward scatter
Imm gran Basos methine dye versus high-angle (side) light scatter in lysed
Mono
blood; (B) side scatter versus low-angle (forward) light
scatter after acidic lysis in a separate aliquot that preserves
basophil structure; and (C) direct current (DC) impedance
versus radio frequency (RF) capacitance of cells subjected to
Lymph Leukocytes
a lysis reagent that relatively preserves immature cells with
Neut + baso other than basos
lower membrane lipid content. Nucleated red blood cells
Cell ghost (NRBC) are distinguished (D) in a lysed sample stained with
Eos Cell ghost nucleic acid dye where leukocyte nuclei have detectably
Side scatter Side scatter higher DNA/RNA content than red cell nuclei. Atyp Lymph,
A B atypical lymphocytes; Baso, basophils; Blasts, blast cells; Diff
Channel, differential count channel; Eos, eosinophils; HPC,
Immature myeloid channel NRBC channel hematopoietic progenitor cells; Imm Gran, immature gran-
ulocytes; Lymph, lymphocytes; Mono, monocytes; Neut +
Plt clumps Baso, neutrophils + basophils; Plt Clumps, platelet clumps;
WBC, white blood cells.
RF capacitance
Forward scatter
Imm gran
NRBC
Cell ghost
Leukocytes
Blasts
HPC Cell ghost
DC impedance Fluorescence (total nucleic acids)
C D
measurements after staining with RNA binding dyes are commonly some cases of autoimmune hemolytic anemia). This causes red cells to
used to detect and subclassify reticulocytes and platelets. Light absorp- clump and affects the accuracy of both the red blood cell (RBC) count
tion is the principle used for hemoglobin measurement and in some and MCV, as well as the resultant hematocrit.
instruments for identifying peroxidase-positive granulocytes. Instru- The hematocrit may also be determined by subjecting the blood to
ments rely on a combination of techniques for accuracy and precision sufficient centrifugal force to pack the cells while minimizing trapped
(Fig. 2–1).9 There is significant overlap in methodology between auto- extracellular fluid. This approach was traditionally done in capillary
mated hematology analyzers and flow cytometers. The latter are distin- tubes filled with blood and centrifuged at very high speed (referred to
guished by extensive use of fluorochrome tagged antibodies to identify as the “microhematocrit” or, informally, as a “spun crit”). However, this
cell subtypes. is a manual procedure that is not well adapted to routine processing in
Point-of-care “bedside” testing is far more challenging in hema- a high-volume clinical laboratory, and is affected by varying amounts
tology than for typical clinical chemistry analytes for many of the rea- of plasma trapped between red cells in the packed cell volume,12 typi-
sons described above. Instruments have been described for bedside cally approximately 2% to 3% of the packed volume.13 The hemoglobin
measurement of hemoglobin, total leukocytes, 3- and 5-part leukocyte determination now is preferred to the hematocrit, because it is mea-
differential count, malaria parasitemia, and CD4+ T-cell count, mainly sured directly and is the best indicator of the oxygen-carrying capacity
targeting clinical settings with limited access to standard laboratory of the blood (Chap. 35).
testing. More work remains to be done to demonstrate the reliability
and clinical impact of such testing strategies.10,11 Measurement of Hemoglobin
Hemoglobin is intensely colored, and this property has been used in
methods for estimating its concentration in blood. Erythrocytes con-
AUTOMATED ANALYSIS OF RED CELLS tain a mixture of hemoglobin, oxyhemoglobin, carboxyhemoglobin,
Some red cell parameters (eg, mean cell volume [MCV], red cell num- methemoglobin, and minor amounts of other forms of hemoglobin.
ber, hemoglobin concentration, and red cell distribution width [RDW]) To determine hemoglobin concentration in the blood, red cells are
are directly measured, whereas others (eg, hematocrit, mean cell hemo- lysed and hemoglobin variants are converted to the stable compound
globin [MCH], mean cell hemoglobin concentration [MCHC]) are cyanmethemoglobin for quantification by absorption at 540 nm. All
derived from these primary measurements. forms of hemoglobin are readily converted to cyanmethemoglobin
except sulfhemoglobin, which is rarely present in significant amounts.
Measurement of the Red Cell Count and Hematocrit In automated blood cell counters, hemoglobin is usually measured
In electronic instruments, the hematocrit (Hct; fractional volume of by a modified cyanmethemoglobin or an alternate lauryl sulphate
blood occupied by erythrocytes) is calculated from the product of direct method. In practice, the major interference with this measurement is
measurements of the erythrocyte count and the MCV: (Hct [L/100 L] = chylomicronemia, but newer instruments identify and minimize this
RBC [× 10−12/L] × MCV [fL]/10). Falsely elevated MCV and decreased interference. Noninvasive transcutaneous monitoring of total hemo-
red cell counts can be observed when red cell autoantibodies are present globin concentration, as well as methemoglobin and carboxyhemo-
and retain binding capability at room temperature (cold agglutinins and globin, using multiwavelength pulse oximetry has become available.14
Although these instruments offer the opportunity to track hemoglobin Reticulocyte Count and RNA Content
concentration trends in patients subject to blood loss and fluid shifts,15 The reticulocyte is a newly released anucleate red cell that enters the
it is not yet clear that they have sufficient precision to guide transfusion blood with residual detectable amounts of RNA (Chaps. 33 and 34).
decisions.16,17 Such hemoglobin measurements may be unreliable under The number of reticulocytes in a volume of blood permits an estimate
conditions of peripheral circulatory hypoperfusion. of marrow erythrocyte production, which is useful in evaluating the
The hemoglobin level varies with age (Table 2–1 lists reference pathogenesis of anemia by distinguishing inadequate production from
ranges for children). Chapter 6 discusses changes in hemoglobin in accelerated destruction (Chap. 34). The manual method for enumerat-
the neonatal period. After the first week or two of extrauterine life, ing reticulocytes by placing a sample of blood in a tube containing new
the hemoglobin falls from levels of approximately 17 g/dL to levels of methylene blue and preparing a blood film to enumerate the propor-
approximately 12 g/dL by 2 months of age; with most of the decline tion of cells that show blue beaded precipitates (residual ribosomes) has
occurring within first week of life,18 likely by neocytolysis mechanism largely been replaced by automated methods, which are incorporated
(Chap. 34). Thereafter, the levels remain relatively constant throughout into high-volume hematology analyzers.30 Reticulocytes are identified
the first year of life. Any child with a hemoglobin level below 11 g/dL by direct fluorescence measurement after staining with RNA-binding
should be considered anemic.19 Chapter 7 discusses changes in hemo- dyes or light scatter measurements to detect staining if nonfluorescent
globin concentration with pregnancy and Chap. 8 discusses changes in RNA-binding dyes are used.
hemoglobin levels in older persons. Automated reticulocyte counts are typically reported in absolute
When it comes to gender variation in hemoglobin, it has been numbers (reticulocytes per μL or per L of blood), obviating the need to
found that adult women have significantly lower red blood cell counts, correct for a reduced red cell count (anemia), if present.
hemoglobin levels, and hematocrits than men (Table 2–2 outlines the Many hematology analyzers now report some quantitative mea-
published reference ranges for adults).20 These differences, which are sure of reticulocyte RNA content. Increase in the immature (highest
also seen in other adult animals, including nonmenstruating and non- RNA content) reticulocyte fraction is an early sign of marrow recovery
placental mammals, have been linked to effects of sex hormones in from cytotoxic therapy31 or treatment for nutritional anemias.
erythropoiesis.21 Estimates of reticulocyte-specific hemoglobin content (CHr and
RET-He, which are comparable) by light-scatter measurements of retic-
Standard Red Cell Indices ulocytes are closely related to adequacy of iron availability to erythroid
The size and hemoglobin content of erythrocytes (red cell indices), precursors during the preceding 24 to 48 hours, and have been described
based on population averages, have traditionally been used to assist in as diagnostically useful in detecting functional iron deficiency in com-
the differential diagnosis of anemia.22 plex clinical settings, such as chronic inflammation32 and chronic renal
Mean Cell Volume Automated blood counters measure the MCV disease.33 The increase in serum ferritin as an acute-phase reactant com-
directly by either electrical impedance or light scatter measurements bined with the physiologic variation of serum iron and iron-binding
of individual red cells. The MCV has been used to guide the diagnos- capacity limits the value of conventional parameters in these settings.
tic workup in patients with anemia; for example, testing patients with CHr may be a better predictor of depleted marrow iron stores than tra-
microcytic anemia for iron deficiency or thalassemia, and those with ditional serum iron parameters in nonmacrocytic patients,34 and is a
macrocytic anemia for folate or vitamin B12 deficiency. more sensitive predictor of iron deficiency than hemoglobin for screen-
Mean Cell Hemoglobin The MCH, the amount of hemoglobin ing infants35 and adolescents for iron deficiency.
per red cell, increases or decreases in parallel with the red cell vol-
ume (ie, MCV) and generally provides similar diagnostic information, Other Red Cell Findings
although because this parameter is affected by both hypochromia Nucleated Red Cells Nucleated red cells are present in newborns, par-
and microcytosis, it is at least as sensitive as the MCV in detecting ticularly if physiologically stressed, and in a variety of disorders, includ-
iron-deficiency states.23 Another advantage of the MCH is the con- ing hypoxic states (congestive heart failure), severe hemolytic anemia,
sistency across different analyzer types, as it is derived from two of primary myelofibrosis (Chap. 85), and infiltrative disease of the marrow
the most accurately measured parameters: hemoglobin and red cell (Chap. 46). Most modern automated hematology analyzers are capable
count.24 The MCHC (which measures the concentration rather than of detecting and quantitating nucleated red blood cells, which were a
amount of hemoglobin per red blood cell) is not used much diagnos- source of spuriously elevated leukocyte counts in earlier instruments, at
tically, and is primarily useful for quality control purposes, such as a level of 1–2 nucleated red cells per 100 leukocytes.
detecting sample turbidity. Malarial Parasites Malarial parasites also can be detected by
Because these red cell indices are average quantities, they may not some current analyzers, based on detecting parasite-infected red cells
detect abnormalities in blood with mixed-cell populations. or neutrophils containing ingested hemozoin in regions of the multi-
Red Cell Distribution Width The RDW is an estimate of the vari- parameter display that are not characteristically populated in normal
ance in volume within the population of red cells, which is expressed as blood (sometimes causing spurious eosinophilia36).
1 SD of red cell volume measurements divided by the MCV. Instrument
manufacturers calculate RDW using different algorithms, so that refer-
ence ranges vary according to analyzer model. A large literature has now
AUTOMATED ANALYSIS OF LEUKOCYTES
developed around the evidence that the RDW is a biomarker predicting Leukocyte Count and Differential
morbidity and mortality in a broad variety of clinical settings,25 such as Leukocyte counts are performed by automated cell counters on blood
angina/myocardial infarction26; heart failure; trauma; pneumonia; sepsis; samples appropriately diluted with a solution that lyses the erythro-
intensive care treatment; renal and liver disease; and in the general pop- cytes (eg, an acid or detergent), but preserves leukocyte integrity. Man-
ulation.27 RDW may be a surrogate for systemic inflammation28 and/or ual counting of leukocytes is used only when the instrument reports a
oxidative stress, but the predictive value of RDW is independent of other potential interference or the count is beyond instrument linearity limits.
inflammatory markers,29 suggesting that this biomarker is also tracking Instruments that perform an automated five-part differential can mea-
other mechanistic processes. Identification of physiologic mechanisms sure absolute neutrophil counts accurately down to 108/L (100/μL).37
linking RDW to adverse clinical outcomes is important in using this pre- Automated leukocyte counts may be falsely elevated as a result of
dictive biomarker to inform therapeutic decisions.25 cryoglobulins or cryofibrinogen; clumped platelets or fibrin from an
14
Part I: Clinical Evaluation of the Patient
TABLE 2–1. Reference Ranges for Leukocyte Count, Differential Count, and Hemoglobin Concentration in Children*
Neutrophils
Leukocytes
Age Total (× 109/L) Total Band Segmented Eosinophils Basophils Lymphocytes Monocytes Hemoglobin g/dL Blood
12 months 11.4 (6.0–17.5) 3.5 (1.5–8.5) 0.35 (0–1.0) 3.2 (1.0–8.5) 0.30 (0.05–0.70) 0.05 (0–0.2) 7.0 (4.0–10.5) 0.55 (0.05–1.1) 12.6 (11.1–14.1)
31 3.1 28 2.6 0.4 61 4.8
4 years 9.1 (5.5–15.5) 3.8 (1.5–8.5) 0.27 (0–1.0) 3.5 (1.5–7.5) 0.25 (0.02–0.65) 0.05 (0–0.2) 4.5 (2.0–8.0) 0.45 (0–0.8) 12.7 (11.2–14.3)
42 3.0 39 2.8 0.6 50 5.0
6 years 8.5 (5.0–14.5) 4.3 (1.5–8.0) 0.25 (0–1.0) 4.0 (1.5–7.0) 0.23 (0–0.65) 0.05 (0–0.2) 3.5 (1.5–7.0) 0.40 (0–0.8) 13.0 (11.4–14.5)
51 3.0 48 2.7 0.6 42 4.7
10 years 8.1 (4.5–13.5) 4.4 (1.8–8.0) 0.24 (0–1.0) 4.2 (1.8–7.0) 0.20 (0–0.60) 0.04 (0–0.2) 3.1 (1.5–6.5) 0.35 (0–0.8) 13.4 (11.8–15.0)
54 3.0 51 2.4 0.5 38 4.3
21 years 7.4 (4.5–11.0) 4.4 (1.8–7.7) 0.22 (0–0.7) 4.2 (1.8–7.0) 0.20 (0–0.45) 0.04 (0–0.2) 2.5 (1.0–4.8) 0.30 (0–0.8) M: 15.5 (13.5–17.5)
59 3.0 56 2.7 0.5 34 4.0 F: 13.8 (12.0–15.6)
*The means and ranges are in thousands of cells per mL. This table is provided as a guide. Reference ranges should be validated by the clinical laboratory for the specific methods in use.
The number in italic is mean percentage of total leukocytes.
For leukocyte and differential count, see Altman PL, Dittmer DS (eds): Blood and Other Body Fluids. Federation of American Societies for Experimental Biology, Washington, DC, 1961.
For hemoglobin concentration, see Rudolph AM, Hoffman JI (eds): Pediatrics, 18th ed, pp 1011, 1012. Appleton and Lange, Norwalk, CT, 1987.
16/10/20 7:56 AM
Chapter 2: Examination of Blood and Marrow Cells 15
F, female; Hct, hematocrit; Hgb, hemoglobin; M, male; MCV, mean cell; NA, measurement not available; NORIP, Nordic Reference Interval Project;
U.K., United Kingdom; U.S., United States; WBC, white blood cell count.
*
Ranges calculated from adult (>18 years) data, assuming equal contribution of subjects from each of multiple adult age groups, derived from
the National Health and Nutrition Examination Survey (NHANES) III.
This table is provided as a guide. Reference ranges should be validated by the clinical laboratory for the specific methods in use.
inadequately anticoagulated or mixed sample, ethylenediaminetetraace- most difficult for both automated instruments and the human observer
tic acid (EDTA)-induced platelet aggregation, nucleated red blood cells, to identify. If one needs to search for infrequent abnormal cells or eval-
or nonlysed red cells, and falsely decreased because of EDTA-induced uate leukocyte morphology, there is still no substitute for microscopic
neutrophil aggregation. examination of a properly stained blood film by a trained observer.
Modern automated instruments use multiple parameters to iden- The normal differential leukocyte count varies with age and eth-
tify and enumerate the five major morphologic leukocyte types in nicity. As described in Chap. 6, polymorphonuclear neutrophils are
blood: neutrophils, basophils, eosinophils, lymphocytes, and mono- predominant in the first few days after birth, but thereafter lympho-
cytes, as well as indicate the possible presence of immature or abnormal cytes account for the majority of leukocytes. This pattern persists up to
cells. Customarily, both absolute (cells per L or μL) and relative (per- approximately 4–5 years of age, when the polymorphonuclear leuko-
cent of leukocytes) counts are reported in the leukocyte differential. It cyte again becomes the predominant cell and remains so throughout
is the absolute values that relate to pathologic states, and percentages the rest of childhood and adult life. Chapters 7 and 8 discuss the leuko-
are sometimes misleading (eg, absolute neutropenia appearing as a rel- cyte count in pregnancy and in older persons. The leukocyte count may
ative lymphocytosis) if the absolute values are not carefully examined. decrease slightly in older subjects because of a fall in the lymphocyte
Some have proposed to eliminate the reporting of differential count count with age. Neutrophil counts are lower in individuals of African
percentages entirely for this reason.38 “Band” neutrophils cannot be descent, and in some Middle Eastern populations than in persons of
identified as such by automated analyzers, although they will usually European descent, and is of no pathologic significance.40
trigger a manual review flag if present in increased numbers. Eosin-
ophils are accurately counted by current state-of-the-art instruments,
but automated basophil counts remain imprecise.9 Many instruments AUTOMATED ANALYSIS OF PLATELETS
have “blast” flags designed to pick up leukemic blasts, but the sensitivity Platelet Count
of such flags alone varied from 65% to 94% in a study,9 and is lower in Platelets are usually counted electronically by enumerating particles in
leukopenic patients.39 Lymphoma cells and reactive lymphocytes are the the unlysed sample within a specified volume window (eg, 2–20 fL),
where volume may be measured by electrical impedance or light certain blood cell counts is notably higher than usually found in blood
scatter.41 Current instruments typically construct a platelet volume his- chemistry analytes. This is a reflection of the adaptive responsiveness
togram based on platelet size within a reliably measured platelet vol- of the marrow and other tissues to cytokine and hormonal signaling.
ume window and mathematically extrapolate this histogram to account For instance, the leukocyte and differential counts are affected by stress,
for platelets whose size overlaps with debris (smaller) or small red cells diurnal variation, tobacco smoking, and ethnic origin. Platelet count
(larger). This works because platelet volumes in health or disease fol- and MPV show substantial ethnic variation.56 The platelet and absolute
low a log-normal distribution. Automated platelet counting by current neutrophil counts are lower in individuals of African ethnic origin.40
instrumentation is accurate and far more precise than manual meth- American men and women of African descent have lower hemoglobin
ods. At very low platelet counts (less than 20 × 109/L), results are less concentrations than do men and women of European descent, a differ-
precise42 and there is a method-dependent tendency to overestimate ence that is reduced by half, but still significant, when subjects with iron
platelet counts.43 Conversely, platelet activation in disorders such as deficiency (Chap. 44), thalassemia (Chap. 49), sickle trait, and renal
disseminated intravascular coagulation (DIC) and acute leukemia may disease (Chap. 35) are excluded.57 Tables 2–1 and 2–2 list the reference
result in systematic slight undercounting of platelets. Although the rea- ranges for children, and African American, Hispanic, and white adults.
son behind this phenomenon is poorly understood, it has been postu- As with all laboratory parameters, clinical interpretation of patient
lated that automated analyzers with different counting principles have results should be based on laboratory specific reference ranges. Conse-
different intrinsic detection limits for identifying degranulated small quently, these tables are not presented to guide interpretation of specific
platelets.44 laboratory results, but to indicate the challenges facing laboratories and
Falsely Decreased or Elevated Platelet Counts Causes of falsely physicians in constructing and interpreting reference ranges of even
decreased platelet counts include incomplete anticoagulation of the standard and traditional assays.
sample (sometimes accompanied by small clots in the specimen or
fibrin strands on the stained film) and platelet clumping (pseudoth-
rombocytopenia) or “satellitism” (adherence of platelets to neutrophils), M
ORPHOLOGIC EXAMINATION
caused by aggregation induced by nonpathogenic antibodies recogniz-
ing platelet adhesion molecule epitopes exposed as a result of chelation
OF THE BLOOD
of divalent cations in the anticoagulated sample.41 Platelet clumping Microscopic examination of the blood spread on a glass slide or cover-
occurs in approximately 0.1% of hospitalized patients.45 The same phe- slip yields useful information regarding all the cells of the blood. The
nomenon may occur to a lesser degree in citrate, which is often used to process of preparing a thin blood film causes mechanical trauma to the
obtain platelet count in such cases. Magnesium EDTA anticoagulant, cells, introducing artifacts that can be minimized by good technique.
as compared to sodium EDTA anticoagulant, is reported to more effec- The optimal part of the stained blood film to use for morphologic
tively inhibit platelet aggregation in these patients and provide an accu- examination of the blood cells should be sufficiently thin that a small
rate platelet count.46 proportion of erythrocytes in a ×1000 magnification field touch each
Classical causes of falsely elevated platelet count include severe other, but not so thin that no red cells are touching. Figure 2–2 is a
microcytosis, cryoglobulins, and leukocyte cytoplasmic fragmenta- composite image taken from the optimal portion of the film showing
tion.41 Infrequently, it may be necessary to confirm automated results the five major leukocyte types, normal red cells, and platelets. Selection
by a microscopic (phase contrast) platelet count or platelet estimate of a portion of the blood film for analysis that is too thick or too thin
from the blood film, bearing in mind that these methods are impre- for proper morphologic evaluation is the most common error in blood
cise. When reviewing the blood film, platelet count may be roughly film interpretation. For example, leukemic blasts may appear dense
estimated as 2000 times the number of platelets in 10 consecutive oil and rounded and lose their characteristic features when viewed in the
immersion (1000×) fields.47 thick part of the film. For specific purposes, the thick portion or side
Mean Platelet Volume Increased mean platelet volume (MPV) and “feathered” edges of the film are of interest (for instance, to detect
may be related in a complex way to thrombopoietic stimuli that affect microfilariae and malarial parasites or to search for large abnormal cells
megakaryocyte ploidy, and not platelet age per se. A platelet volume and platelet clumps).
distribution width (PDW) can be calculated by the same method as the The blood film is first scanned at low magnification (×200) to con-
RDW, and is correlated with platelet count and MPV.48 firm reasonably even distribution of leukocytes and to check for abnor-
Newly Released (Reticulated) Platelets The number of plate- mally large or immature cells in the side and feathered edges of the film.
lets with high RNA content (sometimes termed reticulated platelets or The feathered edge is examined for platelet clumps. Abnormal cells, red
immature platelet fraction, measured by flow cytometry with RNA-binding cell aggregation or rouleaux, background bluish staining consistent with
fluorescent dyes, or by certain automated analyzers49) is a marker of paraproteinemia, and parasites are all findings that can be suggested by
marrow megakaryocytopoiesis and is proposed as a way of differenti- medium magnification examination (×400). The optimal portion of the
ating decreased production of platelets from circulatory destruction or film is then examined at high magnification (×1000, oil immersion) to
removal as a cause of thrombocytopenia, in an analogous fashion to systematically assess the size, shape, and morphology of the major cell
the use of the reticulocyte count. The percentage of reticulated platelets lineages.
is increased in destructive thrombocytopenias, but remains within the
reference range in hypoproductive states.50 Reticulated platelet number
or RNA content correlates with imminent platelet recovery after che- RED CELL MORPHOLOGY
motherapy.51 Reticulated platelet number is correlated with risk of death Normal erythrocytes on dried films are nearly uniform in size, with
in patients with acute coronary syndrome52 and DIC,53 and with hypore- a mean diameter of approximately 7.5 μm (normal and abnormal red
sponsiveness to platelet function inhibitors54 or aspirin.55 cells are described in more detail in Chap. 33). The normal-sized ery-
throcyte is about the diameter of the nucleus of a small lymphocyte.
The MCV is a more sensitive measure of red cell volume than of the
REFERENCE RANGES red cell diameter; however, an experienced observer should be able to
The use of reference ranges for quantitative hematology measure- recognize abnormalities in average red cell size when the MCV is sig-
ments deserves some additional comment. The physiologic variation of nificantly elevated or decreased. Anisocytosis is the term that describes
A B C
D E F
Figure 2–2. Images from a normal blood film showing major leukocyte types. The red cells are normocytic (normal size) and normochromic (nor-
mal hemoglobin content) with normal shape. The scattered platelets are normal in frequency and morphology. A. A platelet caught sitting in the
biconcavity of the red cell in the preparation of the blood film. This normal finding should not be mistaken for a red cell inclusion. Images are taken
from the optimal portion of the blood film for morphologic analysis. Image shows a (A) segmented (polymorphonuclear) neutrophil and in the inset
a band neutrophil; (B) monocyte; (C) small lymphocyte; (D) large granular lymphocyte, note larger size than lymphocyte in (C) and increased amount
of cytoplasm containing scattered eosinophilic granules; and (E) eosinophil. Virtually all normal blood eosinophils are bilobed and filled with relatively
large (compared to the neutrophil) eosinophilic granules. F. Basophil and in inset a basophil that was less degranulated during film preparation,
showing relatively large basophilic granules. The eosinophilic and basophilic granules are readily resolvable by light microscopy (×1000), whereas the
neutrophilic granule is not resolvable but in the aggregate imparts a faint tan coloration to the neutrophil cytoplasm, quite distinctly different from
the blue-gray cytoplasmic coloring of the monocyte and lymphocyte.
variation in erythrocyte size, and is the morphologic correlate of the Increased central pallor (hypochromia) is associated with disorders
RDW. Macrocytes and microcytes are red cells larger or smaller than characterized by diminished hemoglobin synthesis, such as iron defi-
normal, and their presence consistent with the measured MCV suggests ciency (Chap. 44). Evaluation of red cell hemoglobin content, as well
certain diagnostic possibilities. Early (“shift” or “stress”) reticulocytes as red cell size, is dependent on examining the proper part of the blood
(ie, those with the most residual RNA) appear in stained films as large, film. Cells at the far “feathered edge” will always be large and lack cen-
slightly bluish cells, referred to as polychromatophilic cells (Chap. 34). tral pallor, whereas cells in the thick part of the film will look small
These cells are roughly the morphologic counterpart of the immature and rounded and will also lack central pallor. A sharp refractile border
reticulocyte fraction identified by automated instruments. demarcating the central area of pallor is an artifact secondary to inade-
The normal erythrocyte on a blood film is circular with central quate drying of the film before staining (associated with high humidity,
pallor. Poikilocytosis is a term used to describe variations in the shape and more common in anemic samples). Chapter 33 describes the inclu-
of erythrocytes. The predominant appearance of a specific abnormality sions that may be observed in erythrocytes on blood films.
in red cell shape can be an important diagnostic clue in patients with Erythrocytes are usually distributed evenly throughout the blood
anemia. Figure 2–3 lists morphologic changes in the erythrocytes and film. In some cases, the cells become aligned in overlapping stacks,
associated disorders. Erythrocytes with evenly spaced spikes (echino- referred to as rouleaux (Chap. 108), resembling overlapping rows of
cytes or crenated cells) can be an artifact caused by prolonged storage, coins. Rouleaux are normal in the thick part of the film, but when found
or may reflect metabolic erythrocyte abnormalities. in the optimal viewing portion of the film, suggest a pathologic increase
Stomatocyte Hereditary
Alcoholism
(Chaps. 33, 47) stomatocytosis
in immunoglobulin (Ig), particularly IgM macroglobulinemia. Occa- by a strand of chromatin. It represents the inactive X chromosome of
sionally, high concentrations of IgA or IgG in patients with myeloma the pair (Chap. 9). The cytoplasm is diffusely pale pink and contains
may also produce rouleaux. many small, tan to pink granules distributed evenly throughout the cell.
Bands are identical in appearance to mature neutrophils except that the
nucleus is not segmented but is sausage-shaped or U-shaped (see Fig.
PLATELET MORPHOLOGY 2–2). Nuclear chromatin is slightly less condensed than the mature neu-
Platelets appear in normal stained blood film as small blue or color- trophil (Chap. 61).
less bodies with red or purple granules (see Fig. 2–2). Normal platelets Eosinophils are on the average slightly larger than neutrophils
average approximately 1–2 μm in diameter, but show wide variation (Chap. 65). The nucleus usually has 2 lobes (see Fig. 2–2). The chroma-
in shape, from round to elongated, cigar-shaped forms. In improperly tin pattern is the same as that of the neutrophil, but the nucleus tends to
prepared films, platelets may form large aggregates in some areas and be more lightly stained. The differentiating characteristic of these cells is
appear to be diminished or absent in others. The frequent occurrence the presence of many refractile, orange-red granules that are distributed
of giant platelets or platelet masses may indicate a myeloproliferative evenly throughout the cell and may be visible overlying the nucleus.
neoplasm or improper collection of the blood specimen. The latter cir- These granules are larger than those in the neutrophil and are more
cumstance can occur when venipuncture technique is faulty and plate- uniform in size. Occasionally, some of the granules in eosinophils stain
lets become activated before the blood sample is thoroughly mixed with light blue rather than orange-red.
anticoagulant. These platelet masses are apparent typically in the thin Basophils are similar to the other polymorphonuclear cells and
“feathered edge” of the film, with corresponding fewer platelets else- are slightly smaller than neutrophils (Chap. 66). The nucleus may stain
where. Platelet clumping throughout the blood film, or platelet “satelli- more faintly and usually is less segmented and has less distinct chro-
tism” (adherence of platelets to neutrophils), may be a result of platelet matin condensation than is the case in neutrophils. The large deeply
agglutinins (Fig. 2–4). A platelet will occasionally overlie an erythro- basophilic granules of basophils are fewer in number and less regular in
cyte, where it may be mistaken for an inclusion body or a parasite. The size and shape than in the eosinophil. The granules are visible overlying
differentiation depends on the observation of a halo around the platelet, the nucleus and, in some cells, almost completely obscure the lightly
determination that it lies above the plane of the erythrocyte, and obser- stained nuclear chromatin. Because the granular constituents are water
vation of the characteristics of a normal platelet in the “inclusion.” soluble, some granules may stain only faintly or not at all or may be lost
from the cell during preparation (see Fig. 2–2).
Lymphocytes on blood films are usually smaller than other leu-
LEUKOCYTE MORPHOLOGY kocytes, approximately 10 μm in diameter, but larger lymphocytes (up
The cells normally found in blood are mature neutrophils, lymphocytes, to 20 μm in diameter) occasionally are seen (see Fig. 2–2). The small
and monocytes, with smaller numbers of eosinophils and basophils lymphocyte, the predominant type in normal blood, is round and con-
(see Fig. 2–2). Neutrophils are round cells ranging from 10 to 14 μm tains a relatively large, round, densely stained nucleus (Chap. 73). The
in diameter on a blood film. The nucleus is lobulated, with two to four cytoplasm is scanty and stains pale to dark blue. In the large lympho-
lobes connected by a thin chromatin thread. The defining feature of cytes, the nuclear-to-cytoplasmic ratio is lower and the chromatin is
the mature neutrophil is the round lobes with condensed chromatin, slightly less condensed than in the small lymphocytes. The nucleus is
because the chromatin thread may overlie the nucleus and not be visi- usually round but may be oval or indented. The cytoplasm is abundant
ble. The chromatin stains purple and is coarse and arranged in clumps. and may contain a few azurophilic granules. Large granular lymphocytes
The nucleus of 1% to 16% of the neutrophils from females may have an contain azurophilic granules and relatively abundant cytoplasm, and
appendage that is shaped like a drumstick and is attached to one lobe generally represent cytotoxic T or natural killer (NK) cells (Chap. 93).
A B C
D E F
G H
Figure 2–4. Findings in peripheral blood films. A. Toxic granules in neutrophils. In inflammatory states the neutrophil may develop overt purplish
granules as shown in this example of reactive neutrophilia. B. Chédiak-Higashi disease. Note the giant eosinophilic granule in the monocyte and the
numerous enlarged granules in the lymphocyte (Chap. 66). C. Hurler syndrome. Note characteristic prominent dense cytoplasmic inclusions in the
mononuclear cell. These inclusions are accumulations of glycosaminoglycans resulting from a deficiency of α-L-iduronidase in leukocytes and other
tissues. D. Examples of apoptosis of 2 neutrophils in normal anticoagulated blood during standing at room temperature. Nuclear condensation and
fragmentation are evident. A normal neutrophil is also present. E. Döhle bodies. These RNA remnants of rough endoplasmic reticulum appear as blue
rod-shaped structures (arrow points to one) in neutrophils involved in inflammatory reactions. F. May-Hegglin disease. The large blue-gray inclusions
(arrow) represent precipitates of nonmuscle myosin heavy chain type IIA. Note also the 2 macrothrombocytes (the size of red cells) characteristic of
this disorder (Chap. 120). The neutrophil inclusions stain with fluorescent antibodies to nonmuscle myosin heavy chain type IIA. G. Marrow film. A
strand of endothelial cells derived from vascular tissue caught on the biopsy needle. Individual endothelial cells may be found, rarely in a blood film.
H. Platelet satellitism. Three neutrophils surrounded by adherent platelets. This blood film was prepared from an ethylenediaminetetraacetic acid–
anticoagulated sample. (Reproduced with permission from Lichtman’s Atlas of Hematology, www.accessmedicine.com.)
Reactive lymphocytes, as seen in viral infections caused by Epstein-Barr result of fine granules (staining pink) seen on the background of RNA-
virus, cytomegalovirus, adenovirus, or other organisms, are large with containing cytoplasm (staining blue), and helps to distinguish between
indented nuclei and abundant blue cytoplasm (Chap. 81). Nuclear chro- monocytes and reactive lymphocytes. The monocyte nuclear chromatin
matin condensation is variable, and nucleoli may be evident. A low contains a fine, string-like structure as opposed to the smudgy-appearing
nuclear-to-cytoplasmic ratio and greater degree of chromatin conden- clumps of the lymphoid chromatin. Nuclear shape and cytoplasmic vac-
sation distinguishes reactive lymphocytes from neoplastic cells. uolization are less reliable for distinguishing features between mono-
Monocytes are the largest normal cells in the blood, usually mea- cytic and lymphoid cells.
suring from 15 to 22 μm in diameter (see Fig. 2–2). The nucleus is
of various shapes—round, kidney, oval, or lobular—and frequently
appears to be folded (Chap. 67). The lacy chromatin is arranged in fine LEUKOCYTE INCLUSIONS
strands with sharply defined margins. The cytoplasm is light gray, con- Abnormal Granules
tains variable numbers of fine lilac or purple granules, and is often vac- In a systemic inflammatory reaction, neutrophil granules may appear
uolated. The gray (as opposed to blue) color of monocyte cytoplasm is a larger than normal and stain more darkly, often assuming a dark
blue-black color. This has been called toxic granulation (Fig. 2–4). offered by examination of the aspirate smear. However, a marrow biopsy
These granules if unusually prominent can be confused with the larger is essential for quantifying marrow cellularity, diagnosing myeloprolif-
granules of basophils. In mucopolysaccharidoses, coarse, dark granules erative neoplasms and other disorders associated with reticulin fibro-
may be found in the neutrophils, and large azurophilic granules in some sis, evaluating lymphoid neoplasms that may not be well-represented
lymphocytes and monocytes (Fig. 2–4). Huge misshapen granules are in the aspirate, and diagnosing infiltrative diseases of the marrow.62–64
found in the neutrophils, and giant azurophilic granules are present in In myelodysplastic syndromes, marrow biopsy is useful for evaluat-
the lymphocytes of patients exhibiting the Chédiak-Higashi anomaly ing abnormal localization of immature precursor cells and abnormal
(Fig. 2–4; Chap. 64). Auer rods are sharply outlined, red-staining rods megakaryocytes. Marrow necrosis, amyloid, and gelatinous transforma-
found in the cytoplasm in blast cells, and occasionally in more mature tion are more readily detected in marrow sections than in aspirate films.
leukemic cells, in the blood of some patients with acute myeloid leuke- Morphology of marrow cells is still the gold standard for diagnosis
mia or myelodysplastic syndromes (Chaps. 86 and 87). of hematologic malignancy and allows construction of a good differ-
ential diagnosis for nonmalignant disorders. Immunohistochemistry
Neutrophil Inclusions performed in the marrow core biopsy or paraffin-embedded marrow
Light blue round or oval Döhle bodies, approximately 1–2 μm in diame- aspirate clot provides excellent phenotype–morphology correlation on
ter, may be seen in the cytoplasm of neutrophils of patients with infec- an individual cell basis, but is limited to epitopes that resist destruction
tions, burns, and other inflammatory states (see Fig. 2–4). The blue by fixation, decalcification (core biopsy only), and paraffin embedding.
staining is caused by RNA of the rough-surfaced endoplasmic reticulum The International Council for Standardization in Hematology has pub-
contained in Döhle bodies. These bodies are thought to be a reflection lished guidelines for standardization of marrow immunohistochemistry.65
of accelerated maturation of neutrophils with residual endoplasmic Flow cytometry allows study of almost any surface or intracellular pro-
reticulum from the promyelocyte stage. They usually occur in circum- tein, with the added ability to detect important quantitative changes in
stances in which toxic granulation may be present. May-Hegglin anom- cellular proteins and simultaneous determination of multiple proteins
aly is one of several myosin heavy chain 9 (MYH9) disorders, autosomal within the same cell. However, flow cytometry requires that cells be via-
dominant macrothrombocytopenias secondary to defective megakary- ble and dissociated from tissue. Molecular assays include classic meta-
ocyte maturation and fragmentation, with leukocyte inclusion bodies phase cytogenetics, fluorescence in situ hybridization (FISH), reverse
(also Alport-like, Epstein, Fechtner, and Sebastian syndromes; Chap. 111). transcriptase polymerase chain reaction (PCR), and massively parallel
The leukocytic inclusions, pale blue-stained, irregularly shaped inclu- sequencing (also known as next-generation sequencing) of a targeted
sions are precipitates of nonmuscle myosin heavy chains (see Fig. 2–4). gene panel or the whole exome/genome. Gene expression arrays allow
Neutrophil function is normal. analysis of complex patterns of RNA expression by sophisticated math-
ematical algorithms to discover diagnostic patterns based on gene
expression. For most molecular assays, fresh tissue (blood or marrow
LEUKOCYTE ARTIFACTS AND
aspirate) is preferred. Nevertheless, many molecular assays may be per-
ENDOTHELIAL CELLS formed on formalin-fixed, paraffin-embedded tissue as long the tissue
Damaged (“Smudge,” “Basket”) and Apoptotic Cells has not been decalcified with hydrochloric acid.66,67
During blood film preparation, leukocytes may be damaged, resulting
in an enlarged nucleus with homogeneous, slightly reddish chromatin
strands with a large blue nucleolus. There is no specific association with MARROW ASPIRATION AND
disease other than chronic lymphocytic leukemia (Chap. 91), where BIOPSY TECHNIQUE
increased cell fragility commonly results in variable numbers of smudge
cells. Eosinophils and basophils often are partially or largely degranu- At birth, all bones contain hematopoietic marrow. Fat cells begin to
lated in preparation of the blood film with the granules scattered beside replace hemopoietic marrow in the extremities in the fifth to seventh
the cell. Occasional neutrophils may be seen in stages of apoptosis after year. By adulthood, the hemopoietic marrow is limited to the axial
standing in anticoagulated blood at room temperature (see Fig. 2–4). skeleton and the proximal portions of the extremities (Chaps. 4 and 8).
Fatty marrow appears yellow, whereas hematopoietic marrow is red.
Endothelial Cells Red marrow contains fat, however, and fat droplets are visible grossly
If the blood film is prepared from the first drop of blood issuing from in aspirated marrow specimens. Histologically, yellow marrow consists
fingerstick, endothelial cells may be present singly, in clumps, or as almost entirely of fat cells and supporting connective tissue. Red mar-
strings of attached cells (see Fig. 2–4). These cells en face may simulate row contains an abundance of hematopoietic cells, fat cells, and con-
the appearance of abnormal cells and may be misinterpreted as blasts or nective tissue. The marrow fills the spaces between the trabeculae of
metastatic tumor cells. bone in the marrow cavity. Marrow is soft and friable and can be readily
aspirated or biopsied with a needle.
The posterior iliac crest (Fig. 2–5) is the preferred site for marrow
EXAMINATION OF THE MARROW aspiration and biopsy. In adults, the anterior iliac crest and rarely the
sternum have been used (Fig. 2–6). The sternum should be used for
INDICATIONS FOR MARROW EXAMINATION aspiration only. The anterior iliac crest is less preferred than the pos-
The International Council for Standardization in Hematology has pub- terior crest in adults because of its thick cortical bone. The anterome-
lished guidelines for marrow aspirate and biopsy to promote consis- dial surface of the tibia is an option for infants younger than 1 year old
tency in performance and reporting.58 Although marrow aspiration and (particularly newborns), but the posterior iliac crest is still the preferred
biopsy techniques are safe, they should be performed with a clear idea as site. Serious adverse outcomes after marrow aspiration or biopsy are
to how the results will help distinguish the differential diagnoses under rare, occurring in less than 0.05%. One direct fatality and 3 episodes of
consideration or provide followup of treatment.59–61 prolonged but not permanent disability were reported in nearly 55,000
When examination of the marrow is indicated, the decision as to marrow biopsies.68 Morbidity most frequently involved hemorrhage,
whether an aspirate or an aspirate plus biopsy is desired should be made. which was associated more with platelet function impairment than
Aspiration is always attempted because of the superior morphology with thrombocytopenia or coagulation factor defects.68 Infection and
ascending aorta varies greatly and may be as little as 4–5 mm,69 giving
rise to the rare but dramatic consequence of aortal wall tear. To prevent
3 mm 2 mm this, a guard should be in place on the needle if a sternal aspirate is
1 12 cm taper
required.
For either a marrow biopsy or aspiration, sedation minimizes anx-
1 iety and pain,70 particularly in children,71 for whom propofol, with or
cm 10 cm without fentanyl, administered under carefully controlled conditions72
with monitoring of oxygen saturation, blood pressure, and vital signs, is
Biopsy needle frequently used. Midazolam (Versed) is a popular choice for conscious
1 12 cm sedation of adult patients, although a variety of other premedications
taper have been used. There is a relative lack of empirical research and con-
Stylet sensus guidelines on the subject of pain reduction during adult marrow
2 mm procedures.73,74 The experience of marrow procedures from the patient’s
Probe point of view is worth reading.75 The only significant correlates with
A severe/unbearable pain (experienced by 4% of patients) during marrow
examination were quality of the information about the procedure pro-
vided before the examination and previous painful experiences.76
can be cautiously advanced 1–2 mm after reinsertion of the stylet and the best for evaluating cellular morphology and differential counts of the
aspiration attempted again, or the needle can be removed from the bone marrow. The marrow aspirate particle film is best for estimating marrow cel-
and reinserted in a nearby site in the anesthetized area. The thickness of lularity and megakaryocyte abundance, but morphology is obscured in the
the bone must be considered when the needle is being adjusted in the thicker parts of the film. A marrow aspirate concentrate film, which is pre-
bone. Occasionally the needle must be rotated on its longitudinal axis, pared from a concentrate of nucleated cells (marrow buffy coat) achieved
or in a larger orbit, in order to loosen the marrow mechanically before by centrifugation of a small volume of anticoagulated marrow, is sometimes
the marrow can be aspirated. If a small amount of blood has been aspi- used for detecting low-abundance cells when the marrow is hypocellular.
rated, a new needle should be used because of the probability of clotting The relative proportions of cell lineages are not maintained in the concen-
the aspirate when it finally is obtained. Aspiration with a 50-mL syringe trate film preparation (often erythroid precursors are relatively enriched).
may succeed if use of a smaller syringe fails. Fibrotic or densely packed In addition, this preparation is subject to anticoagulant-induced changes
leukemic marrow may resist all attempts at aspiration, in which case a in nuclear morphology or cytoplasmic vacuolization. The touch imprint
biopsy may be used to create cell suspensions for ancillary studies such from the biopsy is quite valuable and sometimes diagnostically necessary
as cytogenetics and flow cytometry.78 The most common cause of failure for evaluating cellular morphology when the aspirate is hypocellular.81 The
to obtain marrow is faulty positioning of the needle; a second attempt touch imprint is prepared by gently rolling the biopsy across a glass slide
at aspiration usually succeeds. A specimen preparation checklist used (using an applicator stick to move the specimen) before it is placed in fix-
at the time of the procedure to verify presence of spicules, length of ative, taking care to avoid crushing. The touch preparations are allowed to
biopsy, and other protocol items increases biopsy specimen length and dry and are stained in the same manner as marrow aspirate films.
decreases frequency of nondiagnostic samples.79
SPECIAL STUDIES
MARROW BIOPSY It is essential to formulate the diagnostic question before performing a
Needle biopsy usually is performed with the Jamshidi needle, using the marrow aspiration to ensure an adequate sample is obtained for all the
same preparation as described above. The Jamshidi instrument (see Fig. 2–5) special studies that may be needed to make the correct diagnosis.82 A ster-
consists of a cylindrical needle with constant bore, except for a concen- ile anticoagulated sample containing viable unfixed cells in single-cell sus-
trically tapered distal portion ending in a sharp, beveled cutting tip. The pension is the best substrate for nearly all special studies. Specifically, flow
stylet fits precisely inside the opening at the tapered tip, interlocks at the cytometry is best performed on EDTA- or heparin-anticoagulated aspi-
hub of the needle, and extends 1–2 mm beyond the end of the needle. rate specimens, which are stable for at least 24 hours at room temperature.
An 11-gauge needle is most commonly used in the United States. After For cytogenetic or cell culture analysis, preservative-free heparin-
the skin and the periosteum of the biopsy site are anesthetized, a 3-mm anticoagulated marrow should be added to tissue culture medium and
incision may be made in the skin if not already done prior to the aspirate. analyzed as soon as possible to maintain optimal cell viability. Cytogenetic
The needle, with obturator in place, is inserted into the skin incision and samples are generally not adversely affected by overnight incubation.83
through the subcutaneous tissue to the cortex of the bone. The needle In cases where the marrow aspirate is dry, a duplicate biopsy specimen
is directed toward the posterior iliac spine and advanced with a twist- can be disaggregated to produce a cell suspension for morphology, flow
ing motion. Penetration of the cortex is sensed by a decreased resistance cytometry, and cytogenetic studies.78 FISH for detection of chromosomal
to forward movement of the needle. The obturator is removed, and the deletions, duplications, and translocations can be performed in marrow
needle is slowly advanced with reciprocal clockwise–counterclockwise biopsies when EDTA-based decalcification protocols are used.66
twisting motions around the long axis. After sufficient penetration of the For molecular analysis of fresh specimens, sample storage should
bone (up to approximately 3 cm), the needle is rotated several times on be minimized, and storage at 4 °C is preferable. EDTA is the preferred
its axis and withdrawn approximately 2–3 mm. Some needles now come anticoagulant because heparin can interfere with some molecular
with a “trap” that snares the biopsy so that the needle can be directly assays. DNA is relatively stable, but RNA has a variable half-life in an
removed. The needle is reinserted to the original depth at a slightly dif- intact cell and is degraded rapidly in a cell lysate by ubiquitous ribonu-
ferent angle, taking care not to bend the needle, and rotated several times cleases. Sample storage prior to RNA isolation should be minimized.84
to free the specimen from attachments in the marrow cavity. The needle Collection tubes have been designed for stabilization of RNA, but for
is slowly withdrawn, with the same twisting motion used during inser- maximal RNA recovery, samples should be transported to the labora-
tion. The core of marrow inside the needle is removed by inserting the tory immediately, where cell suspensions (typically buffy coat or mono-
probe through the cutting tip and extruding the specimen through the nuclear cell preparations) can be prepared and nucleic acids extracted
hub of the needle. The technique reliably produces good quality biopsy under conditions that inhibit ribonucleases. DNA and mRNA can be
specimens. Marrow biopsy may be performed before marrow aspira- extracted and analyzed from paraffin-embedded tissue sections85 and
tion is attempted (or in a slightly different site on the iliac crest) to avoid dried stained marrow aspirate films,86 with variable degree of degrada-
hemorrhage and distorted marrow architecture in the biopsy core. An tion dependent on the length of sequence required.
FDA-approved battery-powered drill that inserts a biopsy needle into the
posterior iliac bone of adult patients provides more consistent and longer HISTOLOGIC SECTIONS
biopsy cores and shortens procedure time.80 Typically, the core marrow biopsy specimen is processed for histo-
logic examination by fixation in neutral buffered formalin, followed
PREPARATION OF MARROW by decalcification and embedding in paraffin. Decalcification can be
accomplished with acid reagents or EDTA. EDTA is preferred because
SPECIMENS FOR STUDY it provides better preservation of nucleic acid and protein antigens. Sec-
tions of high-quality that are cut at 3 μm and stained with hematoxylin
ASPIRATE FILMS AND TOUCH PREPARATIONS and eosin are satisfactory for routine work.
Several types of preparations can be made from the marrow aspirate to Clotted marrow aspirate may also be placed in neutral buffered
maximize use of the diagnostic material. Most important is the direct formalin, processed, cut, and stained in the same fashion as the marrow
marrow aspirate film, which is made immediately from a drop of mar- biopsy. An advantage of the clot sections is the absence of decalcifica-
row suspension from the unmanipulated aspirate. This preparation is tion artifact.
A B
Figure 2–7. Marrow aspirate smear and core biopsy. A. Aspirate smear showing heterogeneous hematopoietic cells adjacent to a marrow particle
(arrow) B. Marrow core biopsy after decalcification and hematoxylin and eosin staining.
TABLE 2–3. Normal Values for Marrow Differential Cell Count at Different Ages (Percent of Cells)
Rosse et al101: Infants Tibial Marrow Glaser et al124: Subjects Bain104: Subjects Ages
Ages 1–20 Years, 21–56 Years, Iliac Marrow,
Subjects Ages <1 Subjects Age 1 Subjects Age 18 Sternal Marrow, 1 mL 0.1–0.2 mL Aspirated, Men
Type of Cell month (n> = 57) month (n = 7) months (n = 19) Aspirated (n = 30), Women (n = 20)
Myeloblast − − − 1.2 (0–3) 1.4 (0–3.0)
Promyelocyte 0.79 ± 0.91 0.76 ± 0.65 0.64 ± 0.59 1.8 (0–4) 7.8 (3.2–12.4)
Myelocyte 3.95 ± 2.93 2.50 ± 1.48 2.49 ± 1.39 16.5 (8–25)
Neutrophilic 7.6 (3.7–10.0)
Eosinophilic 1.3 (0–2.8)
Basophilic
Metamyelocyte 19.37 ± 4.84 11.34 ± 3.59 12.42 ± 4.15 23 (14–34) 4.1 (2.3–5.9)
Band form 28.89 ± 7.56 14.10 ± 4.63 14.20 ± 5.63 − **
Segmented
Neutrophil 7.37 ± 4.64 3.64 ± 2.97 6.31 ± 3.91 12.9 (4.5–29) Men: 32.1 (21.9–42.3);
women: 37.4 (28.8–4.9)
Eosinophil 2.70 ± 1.27 2.61 ± 1.40 2.70 ± 2.16 − 2.2 (0.3–4.2)
Basophil 0.12 ± 0.20 0.07 ± 0.16 0.10 ± 0.12 − 0.1 (0–0.4)
Lymphocyte 14.42 ± 5.54 47.05 ± 9.24 43.55 ± 8.56 16 (5–36) 13.1 (6.0–20.0)
Monocyte 0.88 ± 0.85 1.01 ± 0.89 2.12 ± 1.59 − 1.3 (0–2.6)
Plasma cell 0.00 ± 0.02 0.02 ± 0.06 0.06 ± 0.08 − 0.6 (0–1.2)
Proerythroblast 0.02 ± 0.06 0.10 ± 0.14 0.08 ± 0.13 0.5 (0–1.5)
Erythroblast Men: 28.1 (16.2–40.1)§;
women: 22.5 (13.0–32.0)§
Basophilic 0.24 ± 0.25 0.34 ± 0.33 0.50 ± 0.34 1.7 (0–5)
Polychromatophilic 13.06 ± 6.78 6.90 ± 4.45 6.97 ± 3.56 18 (5–34)
Orthochromatic 0.09 ± 0.73 0.54 ± 1.88 0.44 ± 0.49 2.7 (0–8)
Megakaryocyte 0.06 ± 0.15 0.05 ± 0.09 0.07 ± 0.12 − 31 (6–77)†
Macrophage 0.4 (0–1.3)
Others ¶
morphologic examination of the marrow (Fig. 2–8). Identification of NECROSIS AND GELATINOUS
mycobacterial organisms in the marrow by acid-fast staining lacks sen-
sitivity but allows early diagnosis in one-third of cases with HIV-related
TRANSFORMATION
Mycobacterium avium complex infection.95 Microscopic examination Marrow necrosis may occur in a variety of disorders, particularly sickle
and culture of the marrow are the most sensitive diagnostic tests for cell disease (Chap. 50), and neoplastic processes involving the marrow
disseminated leishmaniasis.96 Mycobacteria also can be cultured from (Chap. 46). Marrow sections stained with hematoxylin and eosin show
marrow. Marrow morphology also is a sensitive diagnostic tool for loss of normal marrow architecture, indistinct cellular margins, and a
detecting disseminated histoplasmosis.97 The presence of marrow gran- background of amorphous eosinophilic material. Patients with severe
ulomas, recognizable only on biopsy specimens, necessitates examina- weight loss may develop gelatinous transformation of the marrow, char-
tion by special stains for fungal and mycobacterial organisms, but the acterized by amorphous extracellular material (proteoglycans), fat atro-
differential diagnosis is extensive.98,99 phy, and marrow hypoplasia.100
Or take, once more and to end, the sentence: “The Past is that
paradoxical possession, a Shadow which we would not drop for the
Substance”; which evoked the following from “One who has felt the
Weariness, the Fever, and the Fret”—