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Diagnosis and management of iron deficiency anaemia: a clinical update

Sant-Rayn S Pasricha, Stephen C Flecknoe-Brown, Katrina J Allen, Peter R Gibson, Lawrence P McMahon, John K Olynyk, Simon D Roger, Helen F Savoia, Ramdas Tampi, Amanda R Thomson, Erica M Wood and Kathryn L Robinson
Med J Aust 2010; 193 (9): 525-532. || doi: 10.5694/j.1326-5377.2010.tb04038.x
Published online: 1 November 2010

Abstract

Dietary iron comprises haem (animal sources) and non-haem iron (cereal and vegetable sources). Haem iron (bound to Hb and myoglobin) is better absorbed than non-haem iron. Non-haem iron is absorbed by intestinal luminal cells through a specific transporter (divalent metal transporter, located on the apical membrane of intestinal enterocytes), and released into the circulation where it binds to transferrin. Transferrin receptors on erythroblasts accept iron-transferrin complexes; these undergo endocytosis and the iron is incorporated into Hb. Although the specific mechanism of haem-iron absorption remains unclear, putative transporters have been identified.1

Iron absorption is upregulated by iron deficiency and increased erythropoiesis, and downregulated in inflammation and iron repletion, mediated by the recently described regulator of iron homeostasis, hepcidin, which blocks iron release from enterocytes and macrophages.2 Body iron stores are regulated through iron absorption. Non-haem iron is best absorbed in the ferrous form (Fe2+). Reduction of ferric iron (Fe3+) by stomach acid, dietary ascorbic acid and luminal reductases optimises absorption. Non-haem iron absorption is inhibited by simultaneous consumption of phytates (in cereals and legumes), tannins (in tea) and calcium. Simultaneous consumption of haem-iron sources and ascorbic acid enhances absorption. Less than 20% of available iron is absorbed in a typical Western diet, lower still from a vegetarian diet. Recommended daily intakes of iron at different stages of life are listed in Box 1.

Causes and implications of iron deficiency

Iron deficiency results when iron losses or requirements exceed absorption, and is often multifactorial. It is common in children during rapid growth and erythroid expansion, especially in premature or low birth weight babies, in toddlers and preschool children, and during adolescence. Pregnancy results in an overall additional iron requirement of about 1000 mg.3 Breastfeeding removes 1 mg of iron per day, but losses are mitigated by lactation-induced amenorrhoea if present. Blood loss is the most important cause of iron deficiency in adults. Each millilitre of blood loss (if Hb is 150 g/L) results in loss of around 0.5 mg of iron. Gastrointestinal (GI) blood loss is the most important cause in postmenopausal women and men. While menstrual blood loss commonly causes IDA in premenopausal women, coexistent GI lesions have often been identified. Malabsorption of iron may be caused by intestinal mucosal disorders (most frequently, coeliac disease), impaired gastric acid secretion (including use of proton pump inhibitors), and gastric/intestinal bypass procedures. Helicobacter pylori colonisation is also associated with IDA and may impair iron uptake and increase iron loss.4 Anaemia in endurance athletes (“sports anaemia”) has been associated with iron deficiency (due to reduced iron intake, impaired absorption caused by elevated hepcidin, GI bleeding and sweat losses), as well as mechanical haemolysis and haemodilution.5

IDA is associated with impaired cognitive development in preschool-aged children and diminished work productivity and cognitive and behavioural problems in adults.6,7 Among pregnant women, IDA has been associated with increased risks of low birth weight, prematurity and maternal morbidity.8 Non-anaemic tissue iron deficiency may cause impairment in both adults9 and children.6 In a recent randomised trial, patients with chronic heart failure and iron deficiency (both with and without anaemia) treated with intravenous (IV) iron carboxymaltose experienced improvements in symptoms, functional capacity and quality of life, independent of Hb concentrations.10

Epidemiology of IDA

Few studies have reported the prevalence of iron deficiency or anaemia in the Australian population. Among toddlers, studies in Sydney and Adelaide suggest IDA prevalence ranges from 1%–6%, and up to 14% in Asian groups.11-13 Other studies show the prevalence of anaemia (all causes) among non-pregnant young women to be 10%,14 and 11% in pregnant women not taking iron supplements.15 Anaemia is highly prevalent in Indigenous communities; a study in an Aboriginal community of Western Australia identified anaemia among 55% of women and 18% of men.16 United States data show that 11% of men and 10% of women older than 65 years have anaemia, with iron deficiency accounting for 20%.17 Other high-risk groups include blood donors, where the prevalence of iron deficiency among females exceeds 20%.18

Diagnosis and evaluation of IDA

Anaemia is defined as a Hb concentration below the reference range (specific for age, sex and gestation) for the laboratory performing the test. The WHO defines anaemia as a Hb level below 130 g/L in men, 120 g/L in women, and 110 g/L in pregnant women and preschool children.19

Iron deficiency should be distinguished from other causes of anaemia because of its associations with underlying conditions that mandate specific investigation, and because treatment is simple, safe and effective. Anaemia with low mean corpuscular volume (MCV) or mean corpuscular haemoglobin (MCH) is likely to be due to iron deficiency; the important differential diagnoses are thalassaemic conditions, which should be excluded as clinically appropriate. A strategy for assessment and management of IDA is outlined in Box 2.

Patients with suspected iron deficiency should have iron studies performed and the results correlated with red cell indices. Box 3 provides guidance for interpretation of results of laboratory tests of iron status. The serum ferritin level is the most readily available and useful index of iron deficiency.22 In an anaemic adult, a ferritin level below 15 g/L is diagnostic of iron deficiency, and levels between 15 and 30 g/L are highly suggestive. Lower thresholds (from 10 to 12 g/L) have been used for children.19,20 However, ferritin is also an acute-phase protein and is elevated in inflammation, infection, liver disease and malignancy. This can result in misleadingly elevated ferritin levels in iron-deficient patients with coexisting systemic illness. In the elderly or among patients with inflammation, iron deficiency may still be present with ferritin values up to 60–100 g/L.23,24 Markers such as C-reactive protein may help identify coexisting inflammation. Serum iron levels have significant diurnal variation, are low in both iron deficiency and inflammation, and should not be used to diagnose iron deficiency.

Functional iron deficiency (FID) exists when, despite adequate stores, iron cannot be mobilised for erythropoiesis, mediated by elevated hepcidin. It is commonly seen in patients with end-stage kidney disease, whose response to erythropoietin-stimulating agents may be optimised when ferritin levels exceed 200 g/mL.25 FID may also contribute to anaemia in patients with inflammatory diseases such as rheumatoid arthritis. Percentage hypochromic red cells and reticulocyte haemoglobin content (available on some automated haematology analysers) have been used to assess iron status in patients receiving erythropoietin-stimulating agents and may be a useful indicator of FID.26,27

An additional iron index is the soluble transferrin receptor (sTfR) concentration, which is elevated in tissue iron deficiency and not sensitive to inflammation; the sTfR/log ferritin ratio is highly correlated with body iron stores.28 However, sTfR estimation is limited by variability in interassay cut-offs, availability and slow turnaround in some laboratories. Bone marrow examination remains the gold-standard investigation of IDA in complex cases, although it can usually be avoided. Hepcidin may emerge as a useful aid for assessment of iron status. Where the diagnosis is unclear, clinicians should seek guidance from their pathologist or another relevant expert.

Management of IDA

A recommended approach to assessment and management of IDA is outlined in Box 2. The underlying cause must be established in all patients. Importantly, in men and postmenopausal women with IDA, and also in some premenopausal women, evaluation for benign or malignant GI lesions, inflammatory conditions (such as inflammatory bowel disease) and peptic ulceration is indicated. Screening for coeliac disease should be performed.4,29

Dietary therapy

Increasing dietary iron intake alone is inadequate to treat frank IDA and higher supplemental doses of iron are required (Box 4). However, increasing iron consumption and optimising absorption by minimising inhibitors and maximising enhancers may be valuable for secondary prevention of iron deficiency. Recommended daily dietary intake of iron at different ages is presented in Box 1.

Oral therapies

Although more than 100 preparations containing iron are available over the counter in Australia, few contain sufficient elemental iron to treat IDA effectively. The usual recommended dose of oral iron for the treatment of IDA in adults is 100–200 mg of elemental iron daily or in 2 to 3 divided doses;30 recommended doses for children are 3–6 mg/kg/day of elemental iron.20,31 Appropriate formulations are presented in Box 4. Multivitamin-mineral supplements should not be used to treat IDA as iron content is low and absorption may be reduced.

Studies in women and children have shown lower doses of oral iron may be effective and associated with fewer GI side effects.32 In adults, lower doses can be administered through either intermediate-dose tablets (containing around 30–60 mg of elemental iron) or intermittent dosing (eg, second daily to weekly); the latter approach has been recommended by the WHO for some developing countries. Either approach may be useful in patients with mild IDA who experience GI upset with standard doses of iron, but rapid Hb rise is not essential; however, appropriate intermediate-dose iron tablets are not available in Australia. GI upset may also be reduced by taking the dose with food or at night.

When given at equivalent elemental iron doses, different oral iron salts have similar efficacy and tolerability. Based on limited available data, controlled-release iron formulations appear to have fewer GI side effects, but similar discontinuation rates and comparable efficacy;33 release of iron distal to the site of maximal intestinal absorption may theoretically limit response in some patients.

After therapeutic doses of oral iron, reticulocytosis should occur within 72 hours, and Hb levels should rise by about 20 g/L every 3 weeks. It is reasonable to replenish iron stores by continuing treatment for 3–6 months (2–3 months in children20) beyond normalisation of Hb. Causes of failure to respond to oral iron are listed in Box 5. If IDA recurs following repletion of iron stores, a bleeding source must be vigorously sought.

Parenteral iron therapy
Intravenous (IV) iron therapy

While oral iron remains the cornerstone of IDA therapy, some patients require IV iron therapy (Box 6). Underuse of IV iron may have stemmed in part from concerns about the risk of serious allergic reactions — for example, 0.6% of patients treated with high molecular weight iron dextran (no longer available in Australia) had life-threatening allergic reactions.35 Iron polymaltose (Ferrum H [Aspen Pharmacare], Ferrosig [Sigma Pharmaceuticals]) and iron sucrose (Venofer [Aspen Pharmacare]) are the parenteral iron formulations currently available in Australia. A “total-dose” infusion (where iron stores can be repleted in a single treatment episode) can be administered only with iron polymaltose.

Iron polymaltose

Although iron polymaltose (iron dextrin) has been widely used in Australia since the 1960s, there is limited literature concerning its safety, particularly outside the nephrology setting. An Australian audit of the inhospital safety and tolerability of iron polymaltose identified no cases of anaphylaxis or other cardiorespiratory compromise in 401 infusions, and noted infrequent minor side effects during infusion.36 This concurs with the clinical experience of several members of our group. Self-limited side effects that occur up to 2 days after infusion, including headache, fever and arthralgias, are common, affecting 26% of patients in a recent study.37

An average total-dose infusion of iron polymaltose (sufficient to replenish iron stores, commonly 1000 mg–2500 mg for adults), given at the rates recommended in Australian approved product information, takes around 5 hours. A recent survey of policies at different New South Wales health services found a broad range of infusion and premedication practices.38 Few published data indicate the fastest safe rate for either total-dose infusions or smaller dose infusions given in the renal setting (500–1000 mg or less). Several Australian nephrology units have developed protocols and used accelerated infusion rates (Rowan Walker, Deputy Director of Nephrology, Royal Melbourne Hospital, Victoria, and Ashley Irish, Senior Staff Nephrologist, Royal Perth Hospital, Western Australia, personal communications). Delivery of total-dose iron polymaltose infusions at accelerated rates have been safely administered by some of the authors (S C F-B, R T, P R G) in specialist outpatient treatment centres, with and without routine premedication. Accounts of this experience should be published through prospective clinical studies in Australia and New Zealand because use of iron polymaltose outside these countries is limited. We are not aware of accelerated administration of iron polymaltose in children.

Iron sucrose

Iron sucrose is funded by the Pharmaceutical Benefits Scheme for iron deficiency only in patients with chronic kidney disease who are having an erythropoietin-stimulating agent and react systemically to iron polymaltose. However, it has been licensed for treatment of IDA in Europe for decades and has a well-documented safety profile.39 It cannot be given as a single total-dose infusion (due to the rate of release of vasoactive iron), but is instead given as multiple smaller (commonly 100–200 mg) IV doses. Despite this limitation, it has the potential to provide a flexible alternative to iron polymaltose, being licensed for use as a “slow IV injection” in many countries outside Australia, including the United Kingdom and NZ. Iron sucrose may be useful to partially replace iron stores, helping to ensure more rapid increases in Hb levels when clinically important. Iron stores can then be fully replaced with oral therapy (if tolerated), with IV iron polymaltose or further doses of IV iron sucrose. Some hospital drug committees have approved off-label use of iron sucrose for IDA, including perioperative use.

Red cell transfusion

Transfusion of red cells remains an overused treatment for IDA.41 It is also expensive and potentially hazardous. In physiologically compensated patients, transfusion carries unnecessary risks and fails to replenish deficient iron stores. Adequate doses of oral iron can improve Hb concentrations within a few weeks, and IV iron can provide more rapid and predictable increases when clinically important. Transfusion is associated with adverse outcomes, including fluid overload (around 1% of patients), and a range of immunological and infectious hazards. Hence, it should be reserved for immediate, targeted management in patients with severe anaemia compromising end-organ function (eg, angina pectoris or cardiac failure) or where IDA is complicated by serious, acute ongoing bleeding. Iron therapy should always follow transfusion to replenish iron stores.

Conclusion

IDA remains a common and important disorder. Measures to alleviate the burden of IDA in Australia should include strategies to increase awareness of the problem among clinicians and the general public, improved availability of suitable oral formulations, enhanced access to modern IV iron therapies, and prospective studies of the epidemiology, investigation and treatment of IDA, which would inform the development of best practice guidelines.

3 Interpreting laboratory blood test results to assess iron status*

Diagnosis

Haemoglobin

Mean cell volume and mean cell haemoglobin

Serum ferritin µg/L

Transferrin or total iron binding capacity

Transferrin saturation

Soluble transferrin receptor

Serum iron


Tissue iron deficiency without anaemia

Normal

Normal or low

< 15–30

Normal or high

Low-normal or low

High-normal or high

Low

Iron deficiency anaemia (IDA)

Low

Low (or normal in early IDA)

< 15–30 adult < 10–12 child

High

Low

High

Low

Anaemia of chronic disease or inflammation

Low

Normal (may be mildly low)

Normal or elevated (elevated ferritin does not imply elevated iron stores)

Normal

Low

Normal

Low

IDA with coexistent chronic disease or inflammation

Low

Low

Low or normal, but usually < 60–100 µg/L

Normal or high

Low

High

Low

Thalassaemia minor§

Low (or normal)

Low (or normal)

Normal or elevated

Normal

Normal or elevated

Normal or elevated

Normal

Iron overload

Normal

Normal

Elevated (correlates with body iron stores)

Normal to low

High

Normal

Normal to elevated


* Compared with laboratory reference range for age, sex and gestation if applicable. † Ideally performed on fasting morning sample. ‡ Serum iron is markedly labile with a significant diurnal variation, is low in both iron deficiency and inflammation, and should not be used to diagnose iron deficiency. § Includes β-thalassaemia minor and single or two alpha gene deletion thalassaemia minor. A thalassaemic condition and iron deficiency may coexist, particularly in pregnancy.

4 Commercially available forms of iron therapy in Australia suitable for the treatment of iron deficiency anaemia (IDA)*

Dosing is based on elemental iron content. To avoid confusion, clinicians should write the name of the oral preparation(s) recommended for the patient to take to the pharmacist. Ingestion of even a small amount of iron can be fatal in infants and young children: patients should be advised to keep iron supplements out of reach of children and never give their child an adult dose.

Name of preparation (company)

Formulation

Elemental iron content

Other active ingredients

Relative cost


Oral formulations for adults

FERRO-GRADUMET (Abbott Australasia)

Ferrous sulfate 325 mg Controlled-release tablets

105 mg

Nil

MIMS: $6.56  per 30 tablets 22 cents per tablet

FERROGRAD C (Abbott Australasia)

Ferrous sulfate 325 mg Controlled-release tablets

105 mg

Vitamin C 500 mg

MIMS: $8.16  per 30 tablets 27 cents per tablet

FGF (Abbott Australasia)

Ferrous sulfate 250 mg Controlled-release tablets

80 mg

Folic acid 300 mg

MIMS: $3.92  per 30 tablets 13 cents per tablet

FEFOL iron and folate supplement (Pharmacare Laboratories)

Ferrous sulfate 270 mg Controlled-release capsules

87 mg

Folic acid 300 mg

MIMS: $9.95  per 30 tablets 33 cents per tablet

FERRO-F-TAB (AFT Pharmaceuticals)

Ferrous fumarate 310 mg Non-controlled-release tablets

100 mg

Folic acid 350 mg

PBS: $12.79  per 60 tablets 21 cents per tablet


Oral formulation for children§ (or adults requiring a liquid)

FERRO-LIQUID (AFT Pharmaceuticals)

Ferrous sulphate

Oral liquid

150 mg/5 ml

30 mg/5 ml

Nil

PBS: $19.35  per 250mL bottle


Intravenous formulations**††

FERRUM H (Aspen Pharmacare) FERROSIG (Sigma Pharmaceuticals)

Iron polymaltose

100 mg ampoules

Nil

PBS: $50.36  per 5 ampoules

VENOFER (Aspen Pharmacare)

Iron sucrose

100 mg ampoules

Nil

PBS: $139.48  per 5 ampoules


PBS = Pharmaceutical Benefits Scheme. * Multivitamin-mineral supplements should not be used to treat IDA (iron content is low and absorption may be reduced). Amounts indicate relative cost (not price to consumer) based on 2010 MIMS price guide (MIMS Online. CMPMedica Australia, Oct 2010) and PBS schedule (dispensed price for maximum quantity). Usual adult dosing: 100–200 mg of elemental iron per day (1–2 tablets), taken 1 hour before or 2 hours after meals in divided doses. Gastrointestinal upset may be reduced by taking the dose with food or at night and increasing the number of tablets gradually. Lower daily doses or intermittent dosing (2–3 times per week) may be better tolerated when a rapid increase in Hb is not required. § Paediatric dosing: 3–6 mg/kg of elemental iron per day (3 mg/kg per day is 5 mL of Ferro-liquid in a 10 kg child) taken in divided doses. Calculation of total iron deficit is based on Hb and weight: iron deficit (mg) = lean body weight (kg) x 0.24 x [target Hb actual Hb (g/L)] + iron depot. Iron depot (store) is around 500 mg in adults. ** Intravenous formulations are contraindicated in the first trimester of pregnancy. Intravenous iron preparations are iron–carbohydrate complexes. The maximum dosage and infusion rates are NOT interchangeable. Use intermittent small doses (NOT suitable for a total-dose infusion in one treatment); currently only funded by PBS for specific indications in chronic kidney disease.

5 Major reasons for inadequate response to oral iron therapy*


* More than one factor is often present. † Role is unclear (limited available data show efficacy comparable to that of non-controlled-release formulations33).

  • Sant-Rayn S Pasricha1,2
  • Stephen C Flecknoe-Brown4
  • Katrina J Allen6
  • Peter R Gibson8
  • Lawrence P McMahon5
  • John K Olynyk11,12,13
  • Simon D Roger14
  • Helen F Savoia15
  • Ramdas Tampi16
  • Amanda R Thomson18
  • Erica M Wood1,19
  • Kathryn L Robinson20,21

  • 1 Royal Melbourne Hospital, Melbourne, VIC.
  • 2 Australian Red Cross Blood Service, Melbourne, VIC.
  • 3 Broken Hill Health Service, Broken Hill, NSW.
  • 4 University Department of Rural Health, School of Public Health, Sydney Medical School, Sydney, NSW.
  • 5 Department of Paediatrics, University of Melbourne, Royal Children’s Hospital, Melbourne, VIC.
  • 6 Gut and Liver Research Group, Infection, Immunity and Environment, Murdoch Childrens Research Institute, Melbourne, VIC.
  • 7 Monash University, Melbourne, VIC.
  • 8 Box Hill Hospital, Melbourne, VIC.
  • 9 Eastern Health, Melbourne, VIC.
  • 10 Department of Gastroenterology, Fremantle Hospital, Fremantle, WA.
  • 11 University of Western Australia, Perth, WA.
  • 12 Curtin Health Innovation Research Institute, Curtin University, Perth, WA.
  • 13 Western Australian Institute of Medical Research, Perth, WA.
  • 14 Gosford Hospital, Gosford, NSW.
  • 15 Royal Children's Hospital, Melbourne, VIC.
  • 16 Clinipath Pathology, Perth, WA.
  • 17 Royal North Shore Hospital, Sydney, NSW.
  • 18 Australian Red Cross Blood Service, Sydney, NSW.
  • 19 Department of Clinical Haematology, Faculty of Medicine, Nursing and Health Sciences, Monash University, Melbourne, VIC.
  • 20 Australian Red Cross Blood Service, Adelaide, SA.
  • 21 The Queen Elizabeth Hospital, Adelaide, SA.



Competing interests:

Katrina Allen gave a presentation at an educational forum on iron therapy organised by Aspen Pharmacare in February 2008 and received an honorarium for her time. She received reimbursement for local travel expenses. (Aspen are the Australian sponsors for iron sucrose and iron polymaltose on behalf of Vifor International.) Peter Gibson has received honararia from Aspen Pharmacare for contributing to educational meetings. His institution has received a grant from Vifor International for an investigator-initiated study. Simon Roger has received money for board membership of, and consultancy for, Amgen, Roche, Vifor, Janssen-Cilag and Sandoz. He has also received honoraria, payment for educational presentations and reimbursement for travel expenses from these companies. Kathryn Robinson had an interstate airfare and accommodation for one night paid directly by Aspen Pharmacare for presenting at an educational iron forum organised by Aspen in February 2008; information from her presentation was used for an Aspen educational newsletter but no payment was received.

The Australian Iron Deficiency Expert group received funding for a meeting in May 2009 from the Australian and New Zealand Society of Blood Transfusion, the Australian Red Cross Blood Service, the South Australian Department of Health, the Victorian Department of Health and the NSW Clinical Excellence Commission. The funding was used to pay for the venue and for travel and accommodation of those participants not funded by the institutions they worked for. The participants included clinicians from public hospitals and private practice, and representatives from the Australian Red Cross Blood Service, National Institute of Clinical Studies, National Prescribing Service, National Blood Authority, Therapeutic Goods Authority, and Australian Safety and Quality Commission. No funding from industry was received by the Expert group and no industry representatives were present at the meeting. Three international clinicians attending the Expert meeting were in Australia (funded by Vifor International) for a meeting organised by the WA Department of Health Blood Management Program — the Expert group meeting was organised back-to-back with this meeting to take advantage of their visit.

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