Haematology

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Chapter 10 Haematology

Long Cases

Haemophilia

The World Health Organization (WHO), the World Federation of Hemophilia (WFH) and various national haemophilia foundations (in Australia, the USA, Canada and many European countries) uniformly recommend that prophylaxis with an intravenous factor replacement for at least 46 weeks per year through adulthood is the standard of care. In children, the first prospective randomised controlled trial in the USA assessing the progression of arthropathy in children (under 30 months) treated (until 6 years old) with prophylaxis (25 IU/kg every other day) versus on-demand treatment (40 IU/kg initially, then 20 IU/kg at 24 and 72 hours post joint bleed) showed an 83% reduction in risk for joint damage on MRI. The evolution of a network of specialised haemophilia treatment centres in various developed countries has decreased the morbidity and mortality of haemophilia. There is no international consensus as yet regarding the optimal age to commence prophylaxis, but several studies have shown that children with no or few joint bleeds who start prophylaxis early (mean age 3 years) have a better musculoskeletal outcome. In developing countries, the high cost has precluded primary prophylaxis being adopted, and the average life expectancy for a child with severe haemophilia remains around 11 years, whereas in developed countries the life expectancy for someone with severe haemophilia is around 63 years.

Discussion issues in the long-case setting may include the use of recombinant factor VIII (F-VIII) or factor IX (F-IX) prophylactic replacement (the rationale, benefits, barriers, the terminology of various subgroups of prophylaxis, including primary [determined by age or first bleed], secondary, short-term, full dose, partial), the timing of placing of central venous access devices (CVADs) and the optimal management of joint disease.

Recombinant clotting factor concentrate is now available to all patients with haemophilia; plasma-derived concentrate is now much less commonly used. This has effectively eliminated the risk of transfusion-related viruses.

Background information

Definitions

Haemophilia A is factor VIII (F-VIII) deficiency, and accounts for 80–85% of haemophilia. Haemophilia B is factor IX (F-IX) deficiency, which accounts for 15–20% of haemophilia. Clinically, it is not possible to distinguish between them. Both are X-linked recessive conditions.

The F-VIII gene is at the telomeric end of the long arm of the X chromosome, at band Xq28. It is a large gene, 186 kilobases (kb) long, and it has 26 exons. Over 1200 mutations (missense, nonsense, splicing, and small or large deletions and insertions) have been described in the F-VIII gene. Mutations occur throughout the gene, with some concentration around exon 14. The most prevalent gene defect seen in severe haemophila A is an intron 22 inversion (int22), which accounts for 40–45% of all mutations. An inversion affecting exon 1 is present in around 5% of patients with severe haemophilia A. Around 200 smaller deletions have been described, which generally involve reading frame shifts, and non-functional gene products. Large deletions comprise 15% of haemophilia A; these result in truncated transcripts that are non-functional. Children with larger deletions and nonsense mutations are at higher risk of developing F-VIII inhibitory antibodies, and are less likely to respond to immune tolerance therapy. Most of F-VIII is synthesised in the liver endothelial cells and is immediately linked to von Willebrand’s factor (vWF) on entering the circulation; this prevents enzymatic degradation of factor F-VIII until it is required for coagulation.

The F-IX gene is on the X chromosome at band Xq27. The gene is 33 kb long. F-IX is synthesised in the liver and released into the circulation in inactive form. Molecular defects described include single-gene rearrangements, large deletions, additions and missense mutations.

Over 60% of cases have a positive family history; over 30% are spontaneous mutations. Diagnosis is based on prolonged activated partial thromboplastin time (aPTT), F-VIII or F-IX assay, and DNA analysis; the last of these allows prenatal and carrier diagnosis.

History

Ask about the following.

Available treatment modalities

Management

Treatment of acute haemorrhage

1. Control of specific bleeding problems

Chronic problems

Joint involvement and synovectomy

Haemophilic arthropathy proceeds through many stages, with a cycle of haemarthrosis from inflammatory changes with erosion of cartilage and bone to proliferative chronic synovitis (highly vascular tissue) and increased haemarthrosis. Hypertrophied synovium causes destruction of cartilage, narrowing of the joint space, bone resorption and cyst formation, resulting in anatomical joint instability and chronic pain. Disuse leads to osteoporosis. Abnormal epiphyseal growth will occur, followed by atrophy of local muscles and further joint instability. Finally, the joint becomes immobile, with repeated bleeding, leading to fibrous and bony ankylosis of large joints or complete destruction of small joints.

Haemophilic arthropathy can be staged radiographically:

Magnetic resonance imaging (MRI) gives the best assessment of synovial hypertrophy, and can give additional information particularly in stage 2, demonstrating erosion, cysts and joint effusions.

The optimal treatment to prevent this cycle is prophylaxis (see below), which is associated with a significant reduction in the average number of haemarthroses per year and in the rate of joint deterioration. When children are started on prophylactic replacement therapy to keep plasma factor levels above 1%, this effectively changes severe disease to moderate disease, and if it is commenced in children between 1 and 3 years of age, joint destruction will not occur.

Prompt treatment of any breakthrough bleeding and intensive physiotherapy are also important. Brief courses of oral corticosteroids (1–4 weeks) may be given in cases of severe synovitis as well, to decrease the synovium, but their beneficial effect is temporary. Non-steroidal anti-inflammatory drugs can be used, although ibuprofen has been associated with increased bleeding in some patients. COX-2 inhibitors may be used without the associated risk of bleeding.

If a joint remains chronically enlarged despite optimum medical therapy, surgical intervention may be considered (e.g. synovectomy). The rationale for synovectomy is that removing synovium decreases bleeds, thus reducing ongoing joint damage. Arthroscopic synovectomy is performed more commonly than the open-joint procedure. An alternative is isotopic or chemical synovectomy (synoviorthesis), where the synovium is ablated by intra-articular injection of colloidal P32 chromic phosphate (or yttrium-90; or rhenium-186, erbium-169 or radioactive gold) or chemical agents (oxiteracicline chlorhydrate, osmic acid, hyaluronic acid, rifampicin). Radioactive agents seem to have better results in the long term, with more rapid rehabilitation. Short-term results are very good with either mode of treatment. Complications of synovectomy can include rebleeding, long periods of rehabilitation, long-term ankylosis and the potential requirement for total joint replacement (arthroplasty). Arthroplasty has very good short-term effects; the most common joints on which it is performed are the knees, hips, shoulders and, less often, the elbows or ankles.

Specific discussion areas

Prophylaxis

This is the standard approach for most boys with severe haemophilia. There are a number of types of prophylaxis; the specific terminology used is as follows.

Primary prophylaxis

Primary prophylaxis is the ongoing regular infusion of F-VIII from early childhood, before significant joint bleeding is established, to prevent most bleeding episodes. This is usually started after the first significant joint bleed (often at around 12 months of age) and is typically given through a venous access port (see below). In neonates who have intracranial bleeding, prophylaxis is best started as soon as possible (i.e. without waiting until after a first major joint bleed), implanting a venous access port during the hospital admission for the presenting intracranial bleed (in one of the author’s patients, this included a [successful] burr hole at age 4 days for a subdural haematoma with midline shift, a ‘blown’ pupil and incipient coning). Recombinant F-VIII is given three times a week, at a dose of 25–40 units/kg. Prophylaxis has led to a marked decrease in the number of bleeds suffered by these children. The age at which prophylaxis is started is an independent predictor for the development of arthropathy; the earlier it is started, the less joint disease will occur, irrespective of the variables of dose and infusion intervals used at the start of treatment before the age of 3 years. The increased cost of prophylaxis may be offset by the decrease in later interventions such as synovectomy and the avoidance of significant arthritis in the adult years.

Primary prophylaxis can be determined either by age, starting long-term continuous (52 weeks a year) treatment before 2 years and before any clinically evident joint bleeds, or by first joint bleed, starting long-term continuous (52 weeks a year) treatment before the onset of joint damage.

The advantages of primary prophylaxis include: the prevention of (a) haemarthroses, (b) chronic joint disease and (c) pain; less school interruption (and higher academic achievement in mathematics and reading); increased participation in physical activities; and less frequent hospital visits.

The disadvantages include the port requirement in younger children, the increased number of injections, the increased usage of products, the possible earlier development of inhibitors, and the requirement for a compliant patient and family. F-VIII is provided in 250-, 500-, 1000- and 2000-unit bottles, so the dose is rounded up to the nearest number of bottles (that is, dose divisible by 250).

Prophylaxis will not prevent all bleeds. It should be continued until the patient is 18 years of age, and may continue indefinitely. There are no long-term studies of patients who discontinue prophylaxis in adulthood.

Inhibitors and immune tolerance therapy (ITT)

After treatment with F-VIII or F-IX concentrates, patients can develop antibodies against F-VIII or F-IX, which are called inhibitors. Inhibitors are polyclonal IgG antibodies, usually directed against functional epitopes of F-VIII or F-IX. These develop in 20–30% of patients with severe haemophilia A, although in only 1–4% of those with haemophilia B. Of those with haemophilia A, some 35–50% are termed ‘low responders’, where the antibody circulates at low levels and no major anamnestic response occurs. The remaining patients are ‘high responders’, and do show an anamnestic response to F-VIII infusion.

Low responders may benefit from infusions at a greater dose or from more frequent infusions. Patients with high-responding inhibitors typically will not respond to standard clotting factor concentrate. These patients may require ‘bypassing’ agents, such as activated factor VIIa (Novoseven RT [Novo Nordisk]) for the treatment of bleeding. The recommended dose of recombinant factor VIIa is 90–120 micrograms/kg given every 2 hours until bleeding stops (for an acute bleed), or for at least 24 hours for major surgery (including total hip and knee replacement). F-VIIa enhances the generation of thrombin on platelets activated by the initial thrombin formation, and the formation of a firm fibrin plug that is resistant to premature fibrolysis. F-VIIa is expensive; in 2010 in Australia, it cost $1.20 per microgram.

Immune tolerance therapy (ITT), also called tolerisation, refers to eradicating inhibitors by manipulating the immune system through recurrent exposure to regular infusions of F-VIII or F-IX. There is controversy over the ideal dosing, interval and product choice. Many patients can be tolerised on a regimen of plasma-derived F-VIII, in a dose of about 40 units/kg three times a week. An international study is under way to compare high-dose 200 units/kg/day infusions of F-VIII with 50 units/kg, three times a week. The advantages of ITT include better control of bleeds and reduced use of expensive products. The disadvantages include increased use of F-VIII in some cases, and a success rate of up to 80%. Inhibitors to F-IX are less common; around a third of patients achieve successful immune tolerance. In response to exposure to F-IX replacement, severe allergic reactions have been described, including anaphylaxis; also, nephrotic syndrome can develop. Hence ITT must be considered very carefully in these patients. Rituximab, a monoclonal antibody directed against CD-20 positive cells, is being evaluated for those who fail to respond to ITT. Occasionally, immune modulation with steroids, or cyclophosphamide (to inhibit antibodies), IV immunoglobulin, plasmapheresis or protein A adsorption (to remove antibodies) is needed.

Sickle cell disease (SCD)

The last decade has seen several advances in the management of sickle cell anaemia (SCA), which occurs in around 1 in 500 African Americans, and in 1 in 1000–1400 Hispanic Americans. It has become clear that blood transfusion therapy has widened clinical applications, that hydroxyurea treatment effectively decreases painful crises and the requirement for transfusions, and that a cure can be obtained through haematopoietic stem cell transplantation (HSCT), for which there are now clear indications. The two main pathophysiological processes are haemolytic anaemia and vaso-occlusion. These are secondary to deoxygenation of the haemoglobin S (HbS) molecule, which aggregates into a polymer, which then causes a distortion of the red blood cell to a ‘sickle’ shape. Sickle cells block the microvasculature; the consequent deleterious effects of SCA can involve most organ systems. The rate of sickling is related to the concentration of deoxy-HbS: it takes only seconds—and if the cell is rammed through the capillaries, it becomes reoxygenated and the polymers of HbS depolymerise. The cell shape lags behind, and repeated hypoxic stress will alter the cytoskeleton of the cell and cause an irreversibly sickled cell. Organ damage in SCA can develop throughout childhood, starting with splenic and renal changes in infancy, and continuing through to pulmonary and neurological involvement with vasculopathy in older children and adolescents.

Although the condition is less common in Australia than in the USA, Canada or the UK, children suffering from it do tend to appear in the examination setting. Because of their relative infrequency, candidates (and consultants) may find management of these children challenging.

Background information

Basic defect

Sickle cell anaemia is due to a homozygosity for the genetic point mutation (a single nucleotide change, GAT to GTT), whereby glutamic acid is replaced by valine at position 6 on the β-globin chain (abbreviated as Glu6Val) of the haemoglobin heterotetramer: the resulting haemoglobin is HbS. Deoxygenated HbS polymerises, is denatured and releases toxic oxidants, distorting (sickling) the red cell shape. HbS adversely affects the erythrocyte membrane, leading to greater adherence to endothelial cells and shortened red-cell survival. Sickled red cells have difficulty negotiating the capillary beds. They block vessels (intermittent vaso-occlusive episodes, leading to ischaemia) and are destroyed prematurely (haemolysis). In the homozygous state (HbSS disease) there is no HbA, and over 90% HbS. In the heterozygous state, red blood cells contain 30–45% HbS.

The gene has a wide geographical distribution, including equatorial Africa, the USA, the Caribbean, Italy and Greece, the Near and Middle East, and India, especially areas with endemic malaria. The β-globin gene cluster is on chromosome 11. The beta S gene is flanked by distinct haplotypes that are associated with specific ethnic groups of particular geographical regions, which may determine disease severity. They are named after the places where their initial identification occurred. Haplotype CAR (Central Africa Republic) leads to more severe disease than the Benin haplotype, which in turn is more serious than the Senegal haplotype.

Suggestions of more aggressive treatment for more aggressive haplotypes have been made, considering potential curative therapy such as bone marrow transplant (BMTx) or gene insertion.

Note that there is an inverse relationship between the level of HbF and clinical severity. Children with high HbF have mild disease. The percentage of HbF is the most important predictor of early mortality in patients with SCD. In unaffected children, HbF comprises 5% of total haemoglobin by 3–6 months of age, and less than 1% in adults. SCD patients can have HbF levels between 1% and 20%; those with the genetic mutation for hereditary persistence of HbF (HPFH) may have HbF levels between 30% and 40% of total haemoglobin.

Diagnosis

Haemoglobin electrophoresis is the most common technique used in the diagnosis of haemoglobinopathies. The diagnosis of sickle cell disease requires demonstration of the presence of significant amounts of HbS by high-performance liquid chromatography, isoelectric focusing, or cellulose acetate or citrate agar electrophoresis, and the lack of a normal β-globin gene (HBB) on molecular genetic testing. Targeted mutation analysis can detect the HBB mutations Glu6Val (for Hb S), Glu6Lys (for Hb C), Glu121Gln (for Hb D-Punjab) and Glu121Lys (for Hb O-Arab), the large number of β-thalassaemia mutations, and various other specific haemoglobin variants. HBB sequence analysis may be used if targeted mutation analysis is uninformative, or as the initial test to detect mutations associated with β-thalassaemia variants. In the USA, all 50 states now screen all newborns for the presence of SCD: the most common method used is electrophoresis and high-performance liquid-chromatography (HPLC). When initial testing detects a haemoglobinopathy, the result is confirmed within 6 weeks by another complementary method; for compound heterozygotes (e.g. HbSC, SD or SO), a repeat test is sufficient. Newborns with HbF levels higher than HbS levels could have any of: homozygous sickle cell (HbSS), S β0-thalassaemia or S β+-thalassaemia with a low level of HbA; these can be difficult to distinguish in the neonatal period when 95% of total haemoglobin is HbF, and molecular testing may be needed. Additional testing is performed again at 1 year of age, once HbF levels have fallen, to determine if there is coexisting thalassaemia, which is important for genetic counselling.

Major complications

Vaso-occlusion and haemolysis are the main pathological processes in SCD. The organs most commonly affected are the spleen, brain, kidneys and lung. Accordingly, the most lethal complications (and common ages affected) are splenic sequestration (under 5 years), overwhelming sepsis due to functional asplenia (under 3 years), stroke (median 5 years), and acute chest syndrome (usually 2–4 years).

SICKLE CELL is a mnemonic for vaso-occlusive complications:

Painful crises (or vaso-occlusive pain events [VOE]) and acute chest syndrome (ACS) are the most common sickle-cell related complications in HbSS, HbSC and β-/sickle thalassaemia patients. The risks of these begin in the first year of life; both are vaso-occlusive events.

The most dangerous complications are splenic sequestration, sepsis and CVAs.

Cerebral infarction (cerebrovascular accident, CVA)

1. Central nervous system involvement is seen in up to 8% of patients; the median age is between 5 and 8 years.

2. CVA particularly affects internal carotid (ICA), anterior cerebral (ACA) and middle cerebral (MCA) arteries. Stroke involves arterial occlusion, although SCA’s haemoglobin deoxygenation and polymerisation occur in the microcirculation and venous system. Hence the aetiology of CVAs in SCA is unclear; it is possibly HbSS membrane procoagulant. Permanent sequelae can result (e.g. hemiplegia).

3. Without treatment, CVA recurs in 50–90% within 3 years; it can be progressive.

4. MRI and MR arteriography are useful in evaluating the extent of the infarction.

5. Haemorrhage into infarcted areas (from bleeding from delicate vessels from neovascularisation), or ruptured aneurysm (in the contralateral circulation from compensatory increased blood flow) with subarachnoid haemorrhage, can occur as early as 4 years of age and cause further neurological deficits.

6. The recommended treatment after cerebral infarction is long-term transfusion therapy maintaining HbS levels below 30%; this lowers the risk of recurrence to 10%.

7. Some studies show that subsequent stroke can occur after cessation of transfusion therapy. Many would recommend continuing transfusion indefinitely.

8. Prevention: some units suggest chronic transfusion of at-risk children. They may be detected by transcranial Doppler (TCD) studies that have shown that high blood flow velocity through the ICA (over 200 cm/min) clearly increases the probability of arterial occlusive stroke. TCD studies are used in the USA, but were not available in the majority of Australian centres in 2006.

Lung disease: acute chest syndrome (ACS)

1. Acute pulmonary disease with new respiratory symptoms (fever, cough, sputum production, dyspnoea, hypoxia), and new infiltrates on CXR.

2. May be due to pulmonary infarction or infection: for example, bacterial (Haemophilus influenzae, Staphylococcus aureus, Klebsiella pneumoniae, Mycoplasma pneumoniae, pneumococcus, Chlamydia pneumoniae, Legionella pneumophila, TB, Cryptococcus) or viral (respiratory syncytial virus, parvovirus, adenovirus, influenza, cyto-megalovirus), or both; it can be difficult to distinguish between them. Definite aetiology is not established in 65–70% of cases with pneumonia. ACS can also be caused by rib or sternal infarction.

3. Pulmonary fat embolism (PFE) is the second most common cause of ACS. Marrow infarcts during a vaso-occlusive crisis (VOC) can generate fat emboli, which cause a marked inflammatory response in the lung. Secretory phospholipase A2 (sPLA2) is an inflammatory mediator that liberates free fatty acids and causes the acute lung injury with PFE. In children with VOC and elevated sPLA2, blood transfusion may prevent the development of ACS. ACS can also be caused by rib or sternal infarction.

4. ACS is most common in the 2–4 year age group and declines with increasing age. HbF seems to protect those under 2 years. Incidence is related to genotype: it is more common in HbSS and HBS β0-thalassaemia than in HbSC or HbS β+-thalassaemia. Lower haematocrit also reduces incidence.

5. Repeated episodes of ACS are associated with the development, in adulthood, of chronic restrictive lung disease, pulmonary hypertension, cor pulmonale, hypoxia, osteonecrosis at multiple sites and myocardial infarction.

6. Treatment: avoid hypoxia; judicious intravenous rehydration, analgesia, prevention of atelectasis (with incentive spirometry if possible), antibiotics (for all with fever, and most without), transfusion with packed cells (to increase the oxygen carrying capacity), exchange transfusion for clinical deterioration or hypoxia, or those unresponsive to other therapies. Transfusion risks include viral disease transmission, acute hyperviscosity and alloimmunisation. In adults, hydroxyurea treatment leads to a significant reduction in ACS.

7. It is the single largest contributor to mortality in children under 2 years.

History

Ask about the following.

Examination

The following is an outline of the main features to be sought in the long case with sickle cell disease; this approach would also be adequate for a short-case examination.

Management

Common management issues are as follows:

Management of acute complications

Acute transfusion therapy—simple and exchange transfusion

The efficacy of transfusion to treat acute complications of SCD is now proven. Exchange transfusion is preferred for four scenarios; acute chest syndrome, acute cerebrovascular accident /stroke, acute multi-organ failure, and in preparation for elective surgery. Exchange transfusion will be preferable in scenarios where there is a higher pre-transfusion haemoglobin, or when fluid overload or hyperviscosity are concerns. The exchange transfusion can be performed manually or can be automated; automated exchange transfusion is termed ‘erythrocytapheresis’ and is haematocrit and volume controlled, and HbS can be decreased to a chosen level. Erythrocytapheresis can reduce the degree of transfusion-associated iron overload.

Simple transfusion can be used for sepsis (early use is preferable), sequestration (splenic or hepatic) and anaemia (aplastic episode or acute symptomatic).

Complications of transfusion can include infection, transfusion-related acute lung injury, transfusion-associated circulatory overload, (rarely) mismatched blood and, in the SCD population, alloimmunisation (a discrepancy in red cell antigens between the African American SCD population and the donor population; 30% develop antibodies), delayed haemolytic transfusion reactions, hyperhaemolytic syndrome (if this occurs, the Hb level ends up lower than the pre-transfusion Hb, and erythropoietin, immunoglobulin and corticosteroids may be needed to resolve this).

Hydroxyurea—the prevention of primary manifestations

Hydroxyurea is the most prescribed medication in SCD. It induces production of fetal haemoglobin (HbF), decreasing sickling and increasing red cell survival, it lowers the white cell count, and its metabolism releases nitric oxide, which is a vasodilator. Treatment with hydroxyurea leads to lower rates of acute painful crises, fewer episodes of ACS, less frequent transfusion requirements and improved survival. It is yet to be established whether it is useful in stroke prevention, or how effective it is in infants and younger children, under 2 years. The several mechanisms of action of hydroxyurea involve increasing the percentage of HbF, which protects against sickling (increased intracellular HbF dilutes HbS and inhibits polymerisation), reducing the white blood cell count that may be involved in the sickling process, increasing red blood cell hydration, and decreasing the expression of red cell adhesion molecules. Hydroxyurea can ameliorate the course of SCA to resemble the milder sickle cell–HbC disease. Hydroxyurea may cause bone marrow suppression; patients need to be monitored carefully during the initiation of treatment and as the dose of hydroxyurea is increased. There has been concern that long-term exposure to hydroxyurea in young patients may cause secondary malignancies.

Potential indications for hydroxyurea include acute vaso-occlusive complications (painful events, dactylitis, ACS), severe disease on laboratory testing (low Hb, low HbF, high WBC, high LDH), organ dysfunction (brain—increased transcranial Doppler velocities, silent MRI or MRA changes consistent with CVA, or prophylaxis against stroke; lungs—hypoxaemia; kidneys—proteinuria). Sometimes parents will request it after having read about it on the internet, and in some families an older sibling may be receiving it. Families need to know that it takes 6–12 months of therapy and monthly blood tests before an optimal dosing regimen can be established; treatment will fail without good compliance. Hydroxyurea was developed as an anti-cancer drug. Its side-effect profile is quite benign; acutely, it can cause mild abdominal discomfort, it can cause hyperpigmentation and melanonychia, and in around 1 in 1000, it can lead to renal or hepatic drug-related toxicity. It can depress all three cell lines; if neutrophils drop significantly [ANC < 1000 per microlitre], or Hb drops below 7.0 g/dL, or reticulocytes drop below 80 K per microlitre, or platelets drop below 80 K per microlitre, then stop hydroxyurea until counts recover, and then recommence at a decreased dose. Its long-term risks are largely unknown; theoretical risks based on animal studies (potential teratogenicity or cancer development) have not come to fruition in humans.

Chronic problems

Specific discussion areas

Haematopoietic stem cell transplantation (HSCT)—potential cure

In 1999, the first unrelated cord blood cell transplant was used to cure a 12-year-old boy of SCA. He had some graft-versus-host disease, which responded to prednisolone, and was free of crises and no longer required any transfusions after the procedure. Umbilical cord blood (UCB)—the blood remaining in the placenta after the birth of a child—contains early and committed haematopoietic progenitor cells in sufficient numbers for transplantation. There have been many successful reports of UCB transplantation in SCD from a related donor, the 2-year disease-free survival rate being 90%. Outcomes after UCB transplantation from sibling donors are similar to those after bone marrow transplantation (BMTx): see below. Cryopreserved placental stem cell banks, which collect and store UCB for families who might benefit from UCB transplantation, are established in many countries.

Bone marrow transplantation (BMTx) is the best-established curative procedure, and the most conventional application of HSCT, but its risks can outweigh its advantages. These include the risk of infertility, graft-versus-host disease, worsening of sickle-related vascular disease, other complications of conditioning for transplantation (e.g. side effects of any of busulphan, cyclophosphamide, cyclosporine, methotrexate, anti-thymocyte globulin [ATG] or prednisolone), and a short-term mortality of 10%. Given that the average life span of an SCA patient is 50 years, this must be carefully weighed against the risks of BMTx, also knowing that other treatment modalities are improving rapidly. After BMTx, event-free survival among children with SCA has been around 85%.

Indications for BMTx have included recurrent ACS, CVA and recurrent severe vaso-occlusive crises. Graft rejection occurs in 10–15%. Only 10% of children with HbSS fulfil criteria for BMTx, and only 20% of those have a suitable donor. The best results have been achieved following transplantation from HLA-identical sibling donors. BMTx is a consideration for a child on a long-term transfusion regimen, with HLA identical siblings. Contraindications have included sero-positivity for HIV, lack of compliance with medical care, severe lung disease, severe renal impairment, severe neurological impairment, acute hepatitis, or severe portal fibrosis or cirrhosis.

The indications for HSCT relate to patients 16 years old or younger with SCD, with an HLA-identical sibling bone marrow donor with one or more of the following (mnemonic STAR IS BORN):

Thalassaemia: β-thalassaemia major

The thalassaemias are the most common single gene diseases in the world. They are disorders of haemoglobin synthesis, classified according to the globin chain, which is ineffectively produced. Therefore β-globin gene mutations lead to β-thalassaemia, and α-globin mutations lead to α-thalassaemia. β-Thalassaemia major is particularly prevalent in countries around the Mediterranean Sea and the Middle and Far East, and, with population migration, it is found throughout the world. Many components of management are just as relevant in other types of thalassaemia, or thalassaemia-like disorders (e.g. homozygous haemoglobin Lepore, β-thalassaemia haemoglobin Lepore double heterozygotes or haemoglobin-E β-thalassaemia).

Background information

Genetics

1. Autosomal recessive; β-globin gene on the short arm of chromosome 11, in a region that contains the embryonic- and fetal-globin genes. The expression of these globin genes is controlled by the LCR (locus control region), a major regulatory region containing a series of hypersensitive sites that interact with a variety of transcription factors.

2. The frequency of the gene in Greek Cypriots is 0.2; in Italians and Lebanese, 0.04.

3. By 2002, over 200 different molecular defects were known, mostly involving single nucleotide substitutions or oligonucleotide insertions/deletions, which inactivate the β gene expression by various mechanisms. Some mutations silence the β-globin gene (from mRNA modification at the splicing or cleavage steps; or from RNA mutations, causing abnormal translation of the gene to a globin chain product, mostly caused by premature termination codon), resulting in β0-thalassaemia; others reduce β-globin output, resulting in β+-thalassaemia (either by DNA transcriptional mutations at the promoter site, or from mRNA modification at the splicing or cleavage steps). Depending on the residual β-globin production, β+-thalassaemia may be silent, mild or severe. β0-Thalassaemia mutations are usually severe. If a single β-globin gene is affected, then the resulting phenotype depends on whether there is partial or absent gene expression. If partial, then this is silent carrier status; if absent, then this is the β-thalassaemia trait. Should both β-globin genes be affected, then the phenotype is more severe, depending on the degree of gene expression, and on the relative imbalance of the globin chains. It is termed thalassaemia intermedia if the genotype is β++, but thalassaemia major if the genotype is β00. The resultant imbalance between the excessive α chains and the diminished β chains leads to unpaired globin chains, which can precipitate and cause premature death (apoptosis) of red cell precursors in the bone marrow, this being called ‘ineffective erythropoiesis’.

Major complications

Cardiac involvement

1. Cardiomyopathy from myocardial iron deposition, hypertrophy, dilatation, degeneration of myocardial fibres; unbound iron generates toxic oxygen metabolites; higher risk for myocarditis; occasional pulmonary hypertension.

2. Pericarditis: first attack usually after 10 years of age.

3. Arrhythmias, both ventricular and atrial, can occur. The risk is much increased after 150–200 units of blood.

4. Congestive cardiac failure: once this develops, the mortality is 90% within 12–18 months. Cardiac function can be reversed by aggressive chelation. Treatment may include angiotensin-converting enzyme (ACE) inhibitors, digoxin, diuretics and a low-salt diet, in addition to chelation therapy. If refractory to medical treatment, heart transplantation is an appropriate consideration.

5. Measurement of liver iron correlates best with total body iron and predicts the threshold for risk for cardiac disease and early death (levels over 15 mg/g dry weight). The gold standard is liver biopsy. There are two non-invasive procedures that give results that correlate well with biopsy: liver iron concentration by MRI, and liver iron concentration by the superconducting quantum interference device (SQUID) technique—the latter is very expensive and has very limited availability. Ferritin over 2500 micrograms/L can help predict cardiac disease.

6. Measurement of cardiac iron loading by MRI can predict risk for cardiac disease, but cannot be validated with biopsy specimens, as can occur with the liver.

7. Heart disease is the main cause of death in transfusion-induced iron-overload patients. Cardiac iron removal can be achieved with chelation with deferasirox (DFS).

History

Ask about the following.

Standard management principles

Blood transfusion

Whenever the child is seen (at monthly transfusion and at regular outpatient review), an assessment of the transfusion requirements is needed, looking at the pre-transfusion haemoglobin and transfusion interval. If the child needs more frequent transfusions than previously, the considerations include the following:

Chelation with desferrioxamine (DFO)

Transfusional iron overload can be prevented with appropriate iron chelation. DFO (Desferal) has been used for many years, but has the disadvantage of requiring subcutaneous or intravenous administration. It has now been superseded by oral agents in many units.

1. Start when ferritin level is around 1000–2000 mcg/L (before 3–4 years) or at preschool age. DFO was previously standard therapy. It has high molecular weight (MW), is poorly absorbed from the gut and so is given parenterally, aiming for negative iron balance.

2. The DFO molecule has six binding sites and wraps itself around the iron nucleus.

3. Dosage for DFO is 20-30 mg/kg for young children, increasing to 40 mg/kg after age 6 years, subcutaneously over 8–10 hours, 6 days per week.

4. Side effects of DFO include local irritation and hypotension if given too quickly intravenously. More severe effects were originally described when doses in the range 100 to 200 mg/kg/day were used. These included problems with vision (cataracts, night blindness, reduction of visual fields, decreased visual acuity, and pigmentary retinopathy) and hearing (sensorineural deafness). Other side effects described have included bone abnormalities (pseudorickets, metaphyseal changes, flat vertebral bodies) and altered renal function. At doses less than 50 mg/kg/day, these effects are not often seen.

5. Pre-chelation evaluation may include clinical photography, bone X-rays, ferritin level, full blood count, liver function tests, thyroid function tests, fasting blood glucose level, tests of the hypothalamic–pituitary axis, calcium, phosphate and magnesium, audiovisual assessment (audiometry; slit-lamp examination), baseline electrocardiogram.

6. Avoidance of red meat and cereals should be recommended.

7. Patients who are compliant with iron chelation therapy should have a life expectancy of more than 50 years.

8. DFO treatment is suspended if the patient has sepsis, as DFO promotes Yersinia enterocolitica gastroenteritis.

Chelation with deferasirox (DFS)

New oral chelator therapies are available and are now used in preference to subcutaneous DFO. Deferasirox (Exjade [Novartis]) is a medication that is given once per day and is capable of preventing iron overload.

1. Deferasirox (DFS) is the first oral agent approved for use in the USA. It is a tridentate chelator; two molecules of DFS are needed to bind one atom of iron.

2. It is supplied as a dispersible tablet to be dissolved in water or juice. It has a long half-life (up to 16 hours) and so can be given once daily. The recommended initial daily dose is 20 mg/kg. For patients who are already well controlled and receiving DFO, the starting dose of DFS is half that of DFO; hence DFS 20 mg/kg is equivalent to DFO 40 mg/kg.

3. The response to DFS depends on the transfusion requirements; for patients with a lower transfusional iron intake, it is effective in decreasing liver iron stores, but it is ineffective in some patients with higher transfusional iron intake.

4. DFS is effective in removing myocardial iron, which is associated with a concomitant decrease in total body iron. Iron levels can be quantified in a non-invasive manner using cardiac MRI to measure myocardial T2∗; T2∗ is a measure of magnetic relaxation, and it shortens when the particulate stored iron interrupts the magnetic microenvironment, so that as T2∗ falls, the risk of left ventricular dysfunction increases.

5. The side effects of DFS include gastrointestinal problems (nausea, vomiting, abdominal pain), skin rashes, elevated transaminases, cataracts and audiotoxicity.

6. As with DFO, pre-chelation evaluation may include clinical photography, bone X-rays, ferritin level, full blood count, liver function tests, thyroid function tests, fasting blood glucose level, tests of the hypothalamic–pituitary axis, calcium, phosphate and magnesium, audiovisual assessment (audiometry; slit-lamp examination) and baseline electrocardiogram.

7. Avoidance of red meat and cereals should be recommended, as above.

8. Patients who are compliant with iron chelation therapy should have a life expectancy of more than 50 years, as above.

Common management issues

Although the previous section is headed ‘Standard management principles’, much is not ‘black and white’, but ‘grey’. This section touches on some of these areas.

Curative therapies: haematopoietic stem cell transplantation (HSCT)

A definitive cure is either a BMTx from an HLA identical sibling, or a cord blood transplantation from a related donor. BMTx is the most conventional form of HSCT that can cure β-thalassaemia. There appear to be three clinically important variables in patients under 16 that are predictive of the success of BMTx. If there is (a) no significant liver enlargement, (b) no liver fibrosis and (c) adherence to the regular high-quality iron chelation, there is around 90% event-free survival. The rate decreases as the risk factors increase.

The enthusiasm for this mode of treatment varies between countries. Some countries prefer to wait for breakthroughs in genetic engineering or a HbF switch mechanism; whereas in Italy, BMTx is quite popular but has a 10% mortality rate related to infection or acute graft-versus-host reaction. The donor must be fully compatible (usually a sibling who is normal or heterozygous). It is not justified to offer any mismatched or matched unrelated donor transplantation. This treatment modality should be discussed with the parents of any child with thalassaemia, so that they are aware of this option in the future.

Cord blood derived stem cell transplantation (CB-SCT) also can cure thalassaemia major. Umbilical cord blood (UCB), the blood remaining in the placenta after the birth of a child, contains early and committed haematopoietic progenitor cells in sufficient numbers for transplantation. There have been many successful reports of UCB transplantation in β-thalassaemia from a related donor, the 2-year disease-free survival rate being 79%. Outcomes after UCB transplantation from sibling donors are similar to those after bone marrow transplantation (BMTx). It is worth remembering that the myeloablative therapy that is involved in the conditioning regimen for HSCT has the associated risks of chronic graft-versus-host disease (GVHD), cancer and, in particular, sterility, whereas with optimal compliance and supportive therapy, young adults with thalassaemia can have children themselves naturally.

Follow-up

For the preschool child, some units recommend monthly pre-transfusion outpatient clinic reviews. For older children, an outpatient review is warranted on a 6-monthly basis, monitoring the child’s growth in particular. In terms of investigations, some units recommend the following:

1. A check of the ferritin level (the degree of iron overload) every 3–6 months. Once receiving chelation, if ferritin levels are 2000 mcg/L, this suggests non-compliance. Levels over 3000 mcg/L may warrant liver MRI (for iron content; MRI images darken at a rate proportional to the iron concentration) and hospital admission for continuous intravenous DFO once or twice a month.

2. Blood tests every 6 months for calcium, magnesium, phosphate (hypoparathyroidism), liver function (hepatitis or hepatic fibrosis), thyroid function (hypothyroidism), urea, electrolytes and creatinine (renal dysfunction from DFO). If ALT is elevated, repeat in one month: if still up, check for hepatitis A, B, C or G, or CMV or EBV. If ALT is elevated for 3 months, consider liver biopsy and hepatitis viral titres by RNA analysis. HIV serology should be checked as well.

3. Yearly assessments for DFO or DFS toxicity (audiometry and slit-lamp examination) and of growth and pubertal status (bone age and, over the age of 14, tests of the hypothalamic pituitary axis). By the age of puberty, essentially all of these patients attend endocrine outpatient clinics. The boys usually require supplementation with testosterone preparations, and the girls low-dose oestrogens and progestogens. Screening for the development of diabetes mellitus includes testing for glycosuria and performing glucose tolerance tests. Approximately 50% of patients will have an abnormal glucose tolerance test by 10 years of age.

4. Yearly cardiac assessment, with a gated blood pool scan in children over 10 years to assess the left ventricular ejection fraction (at rest and during exercise), has been a preferred cardiac investigation. Some units recommend annual ECG, Holter monitoring and cardiac stress testing. Myocardial siderosis can be assessed using T2∗ MRI, as above. Cardiac iron overload has been the cause of most deaths in β-thalassaemia major.

5. Annual dental examination is useful. Dental procedure antibiotic prophylaxis in splenectomised patients is important. Reminding these patients to take their antibiotics is another important point in follow-up.

6. Other points regarding clinic follow-up include the discussion of any emotional or social problems.

Short Cases

The haematological system

The usual introduction involves assessment for anaemia or bruising.

First, note the child’s sex (haemophilia and glucose-6-phosphate dehydrogenase deficiency [G6PD] are X-linked), nationality (thalassaemia is more common in children of Asian or Mediterranean descent, and SCA is more common in African children), growth (short with some syndromes, SCA or chronic kidney disease [CKD]) and any dysmorphic features (Fanconi anaemia, Blackfan–Diamond red cell aplasia, thrombocytopenia absent radius [TAR]; see later).

Check, and comment on, the growth parameters. The head circumference may be increased with a subdural haematoma from non-accidental injury (NAI), which may present with unexplained bruising. Weight may be decreased in children with a nutritional deficiency as the basis of their anaemia. Note pubertal status (delay in SCA, thalassaemia).

Assess whether the child looks sick or well. Patients with acute lymphoblastic leukaemia (ALL), CKD, haemophilia complicated by HIV or purpura due to meningococcaemia look unwell. Patients with SCA may be in pain if a recent crisis has occurred. Infants with NAI may be wary of any attempts to get close. Note any pallor (various causes of anaemia).

Note any abnormal posturing suggesting hemiplegia, which can complicate haemophilia or SCA. Visually scan the joints for swelling, which can occur in haemophilia, SCA, Henoch–Schönlein purpura (HSP), ALL, inflammatory bowel disease (IBD) such as Crohn’s disease, or juvenile idiopathic arthritis (JIA): the latter two can present with anaemia. Also note any abdominal distension (due to hepatosplenomegaly) and needle marks on the abdomen (DFO therapy).

Examine the skin for petechiae, purpura and ecchymoses. If any of these are present, make a thorough assessment of their distribution (e.g. purpura on buttocks in HSP, fingertip-shaped bruises in NAI). In the case of purpuric areas, note whether they are raised and/or tender (vasculitic) or flat and/or non-tender (platelet deficiency or dysfunction). Note any jaundice or scratch marks (haemolysis), haemangiomas (which can cause a consumptive coagulopathy) or cigarette burns. Also look for the cutaneous manifestations of systemic lupus erythematosus (SLE) and peripheral stigmata of chronic liver disease (CLD), which can be associated with a coagulopathy.

The remainder of the examination is best commenced at the hands, working up to the head and then downwards.

Look at the nails for koilonychia (iron deficiency), leuconychia (CLD), clubbing (CLD, congenital heart disease [CHD]) and splinter haemorrhages (subacute bacterial endocarditis [SBE]). Inspect the palms for crease pallor (suggests haemoglobin level below 70 g/L) or palmar erythema (CLD). Note the pulse rate (anaemia). Moving up the forearm, examine the epitrochlear nodes bilaterally. Then request, or take, the blood pressure for evidence of hypertension (as the result of CKD, haemolytic uraemic syndrome (HUS), or as the cause of microangiopathic haemolytic anaemia [MAHA]) or hypotension (acute blood loss, cardiomyopathy from iron overload) or increased pulse pressure (anaemia). Then examine the axillary nodes bilaterally.

Next, examine the head and neck, followed by the chest wall, spine, abdomen, gait, lower limbs and heart. This is outlined in Figure 10.1.

A mnemonic that may be useful for outlining the order of the examination is the eleven Ss: Sex, Syndrome, Size, Structure (hands), Scone (head), Sternum, Spine, Spleen (abdomen), Stand (gait and lower limbs), SBE (heart) and Stool.

At the completion of the examination, request results of stool analysis for blood, urinalysis for blood, protein, fixed low specific gravity (CKD) or infection, and the temperature chart for infection.

An alternative approach is based on assessing the three cell lines first, by looking at skin and mucous membranes: (a) the red cell line for deficiency (signs of anaemia) or excess (plethora from polycythaemia); (b) the white cell line for deficiency or excess (gingivitis, infected skin lesions); (c) platelet deficiency (signs of bruising). After this, examine the three main areas of interest:

This approach thoroughly assesses one system at a time and is easy to remember. The only disadvantage is that it does not flow quite as smoothly as the ‘Ss’ approach.

A comprehensive listing of findings not listed above is given in Table 10.1. Which of the findings listed is relevant depends on the particular case involved.

Table 10.1 Additional information: comprehensive listing of possible findings in the haematological examination

General inspection
Well or unwell (DIC, ALL, meningococcaemia)
Sex (haemophilia, G6PD deficiency in males)
Race

Syndrome (Fanconi, Blackfan–Diamond, TAR) Thalassaemic ‘chipmunk’ facies Parameters: height, weight, head circumference, percentiles Pubertal status: delayed (thalassaemia, SCA) Nutritional status Posture: hemiplegia (haemophilia, SCA) Skin

Joint swelling (haemophilia, HSP, SCA, leukaemia, IBD, JIA) Upper limbs Structure of: Joint swelling (JIA) Nails Palms Pulse: tachycardia (anaemia) Epitrochlear nodes Blood pressure Axillary nodes Head and neck Face (thalassaemic facies, syndromal, Cushingoid, SLE) Ears Eyes Fundoscopy Nose: evidence of epistaxis Mouth: angular cheilosis (iron deficiency) Tongue Gums Palate: petechiae Tonsils Neck: enlarged cervical nodes (viral infections, lymphomas, ALL, AML) Abdomen Distension (due to hepatosplenomegaly) Needle marks on abdomen (DFO treatment) Splenomegaly Hepatomegaly: as above, plus hepatitis and Wilson’s disease (decrease in clotting factors I, II and V) Enlarged kidneys (ALL) Adrenal mass (neuroblastoma) Genitalia Inguinal nodes Spring pelvis (bony tenderness) Posterior iliac crests (bone marrow aspiration site) Buttocks (HSP rash) Perianal region: fissures, fistulae (IBD) Lower limbs and gait Inspection Palpate: tibial tenderness (ALL, NAI) Stand: Rombergism (vitamin B12 deficiency) Walk Depending on above findings, further examination of: Cardiovascular system Full praecordial examination, looking for evidence of: Other Urinalysis Stool analysis: blood (HSP, IBD) Temperature chart Hess test can be offered in older child if relevant Selected syndrome findings Blackfan–Diamond red cell aplasia Fanconi anaemia Thrombocytopenia absent radius (TAR) syndrome Dyskeratosis congenita Wiskott–Aldrich syndrome

ALL = acute lymphoblastic leukaemia; AML = acute myeloid leukaemia; CHD = congenital heart disease; CLD = chronic liver disease; CKD = chronic kidney disease; DIC = disseminated intravascular coagulation; G6PD = glucose-6-phosphate dehydrogenase deficiency; HHT = hereditary haemorrhagic telangiectasia; HSP = Henoch–Schönlein purpura; HUS = haemolytic uraemic syndrome; IBD = inflammatory bowel disease; JIA = juvenile idiopathic arthritis; MAHA = microangiopathic haemolytic anaemia; NAI = non-accidental injury; SBE = subacute bacterial endocarditis; SCA = sickle cell anaemia; SLE = systemic lupus erythematosus; TAR = thrombocytopenia absent radius.

After presenting your findings, you may be asked by the examiners which investigations you would perform. Depending on the presenting problem, a suggested plan is given below.

Anaemia

The full blood examination and film is the most useful investigation. The classification based on the size and appearance of the red blood cells is well known and can be very useful. The three most commonly described morphologies are as follows.

Thalassaemia

This case involves demonstrating the complications of extramedullary haematopoiesis, iron overload and chelation (DFO or DFS) therapy.

As mentioned in the long case, the mnemonic THALASSAEMIA helps list the important areas to examine:

Initial inspection should include assessment of growth parameters (usually short, head circumference often increased [due to skull bossing], pubertal status delayed), colour (pigmentation from melanin and iron deposition, pallor from anaemia, jaundice from haemolysis), whether the child has any respiratory distress (e.g. anaemia or cardiomyopathy causing congestive cardiac failure [CCF], or massive splenomegaly causing marked increase in intra-abdominal pressure), and a description of any obvious bony abnormalities associated with the ‘chipmunk facies’ (see Figure 10.2). Note any obvious stigmata of CLD.

Commence a general systematic examination by looking at the hands for fingertip prickmarks (blood sugar level testing) and periungual pigmentation, and at the palmar creases for pallor or pigmentation, and look carefully (if not done already) for any more subtle stigmata of CLD. Take the pulse (bradycardia with untreated hypothyroidism, irregularity with arrhythmias, pulsus alternans with CCF).

Examine the head, looking at the conjunctivae for anaemia and the sclerae for icterus. Check for cataracts and retinopathy from DFO or DFS toxicity. Check the mouth for dental malocclusion secondary to maxillary hyperplasia, and the gum margins for hyperplasia (which may not be apparent in the well-transfused patient).

Feel the neck for goitre, secondary to iron deposition.

Examine the cardiovascular system fully; in particular, for evidence of cardiomyopathy and pericarditis. Next examine the abdomen; inspect for distension (e.g. from organomegaly, or ascites with CLD), injection sites (from DFO and/or insulin) and any splenectomy scar. Palpate for hepatosplenomegaly, percuss for ascites and assess Tanner staging.

Inspect the lower limbs for injection sites on the thighs (insulin), the peripatellar fossa for increased pigmentation and check for ulcers on the lower leg. Palpate for ankle oedema (CCF, CLD) and bony tenderness (fracture, bony expansion). The gait should then be examined, followed by neurological assessment of the lower limbs on return to the bed, looking for evidence of long-tract signs secondary to vertebral bony expansion and cord compression. Also check the ankle jerks for delayed relaxation, from hypothyroidism. Following this, examine the back for lordosis and bony tenderness. Request the urinalysis for glucose.

If time permits, assess for hypocalcaemia secondary to hypoparathyroidism by testing for Trousseau’s and Chvostek’s signs, and check the hearing for sensorineural deafness due to DFO or DFS toxicity, or bony expansion and compression of the eighth cranial nerve.

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