What is iron deficiency anemia, including its assessment, pharmacology, and pathophysiology?

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Iron Deficiency Anemia: Assessment, Pharmacology, and Pathophysiology

Iron deficiency anemia (IDA) is a condition characterized by insufficient hemoglobin production due to inadequate iron stores, resulting in reduced oxygen-carrying capacity of blood and potentially serious negative effects on morbidity, mortality, and quality of life. 1

Pathophysiology

Iron deficiency progresses through several stages before anemia develops:

  1. Depletion of iron stores - Iron stores in bone marrow, liver, and spleen are depleted
  2. Iron-deficient erythropoiesis - Reduced iron supply for red blood cell production
  3. Iron deficiency anemia - Hemoglobin synthesis is compromised, resulting in microcytic, hypochromic anemia

The primary causes of iron deficiency include:

  • Blood loss - Most common cause in adults (gastrointestinal bleeding, menstruation)
  • Inadequate dietary intake - Particularly in developing countries
  • Malabsorption - Celiac disease, post-bariatric surgery, atrophic gastritis
  • Increased requirements - Pregnancy, rapid growth periods
  • Chronic inflammation - Reduces iron absorption and utilization

Approximately one-third of men and postmenopausal women with IDA have an underlying pathological abnormality, most commonly in the gastrointestinal tract, making investigation essential. 1

Assessment and Diagnosis

Laboratory Evaluation

A comprehensive laboratory evaluation for IDA should include:

  • Complete blood count (CBC) with red cell indices

    • Hemoglobin (Hb) < 12.0 g/dL in women, < 13.0 g/dL in men 2
    • Reduced mean corpuscular volume (MCV) < 80 fL (microcytosis)
    • Reduced mean corpuscular hemoglobin (MCH) (hypochromia)
    • Elevated red cell distribution width (RDW) 2
  • Iron studies

    • Serum ferritin < 30 μg/L (most specific test for iron deficiency) 1
    • Low transferrin saturation (TSAT) < 20% 2, 3
    • Low serum iron, elevated total iron-binding capacity (TIBC) 1
  • Additional tests

    • Reticulocyte count (to assess bone marrow response) 2
    • C-reactive protein (to assess inflammation) 2

Diagnostic Challenges

  • Inflammatory conditions - Ferritin is an acute phase protein and may appear normal or elevated despite iron deficiency. In inflammatory states, a higher ferritin cutoff (up to 100 μg/L) may be appropriate 1

  • Functional iron deficiency - May occur despite normal ferritin levels, particularly in chronic kidney disease 1

  • Response to therapy - A hemoglobin rise ≥10 g/L within 2 weeks of iron therapy strongly suggests iron deficiency, even with equivocal iron studies 1

Clinical Evaluation

Patients with IDA may present with:

  • Fatigue, weakness, reduced exercise tolerance
  • Irritability, difficulty concentrating, depression
  • Restless legs syndrome (32-40% of cases)
  • Pica (40-50% of cases)
  • Dyspnea, lightheadedness
  • Worsening heart failure in cardiac patients 3

Pharmacology and Treatment

Oral Iron Therapy

  • First-line treatment for most patients with IDA 3
  • Dosage: 3-6 mg/kg of elemental iron per day or 60-120 mg/day 2, 4
  • Formulations: Ferrous salts (sulfate, gluconate, fumarate) provide better absorption than ferric forms
  • Administration: Best absorbed on an empty stomach; may be taken with vitamin C to enhance absorption
  • Duration: Continue for 3 months after normalization of hemoglobin to replenish iron stores 2
  • Side effects: Gastrointestinal disturbances (nausea, constipation, diarrhea, abdominal pain)

Intravenous Iron Therapy

Indications for IV iron include:

  • Oral iron intolerance or poor response
  • Malabsorption (celiac disease, post-bariatric surgery)
  • Chronic inflammatory conditions (IBD, CKD, heart failure)
  • Ongoing blood loss
  • Need for rapid correction of severe anemia 5, 3

Available formulations include iron sucrose, ferric carboxymaltose, iron dextran, and ferumoxytol, with varying doses and infusion rates.

Potential adverse effects include hypersensitivity reactions, hypophosphatemia, and iron overload.

Special Considerations

Pregnancy

  • Higher iron requirements (30-60 mg/day)
  • Iron deficiency affects up to 84% of women in the third trimester
  • IV iron may be indicated in the second and third trimesters when oral iron is ineffective 3

Chronic Kidney Disease

  • Functional iron deficiency common due to hepcidin dysregulation
  • Higher ferritin cutoffs used for diagnosis (often >100 μg/L)
  • Often requires IV iron and erythropoiesis-stimulating agents 1

Athletes

  • Iron deficiency common in female athletes (prevalence 15-35%)
  • May present as reduced performance and lethargy
  • Regular screening recommended (twice yearly in female athletes) 1

Clinical Pitfalls to Avoid

  1. Incomplete evaluation - Relying solely on hemoglobin/hematocrit without iron studies may miss iron deficiency without anemia 6

  2. Failure to investigate underlying cause - Especially important in men and postmenopausal women where GI malignancy may be present 1

  3. Inappropriate ferritin cutoffs - Using standard cutoffs in inflammatory conditions may miss iron deficiency

  4. Premature discontinuation of therapy - Treatment should continue for 3 months after hemoglobin normalization to replenish stores 2

  5. Overlooking functional iron deficiency - May require different diagnostic criteria and treatment approaches

  6. Excessive supplementation in patients with thalassemia or other conditions predisposing to iron overload 2

By understanding the pathophysiology, proper assessment techniques, and appropriate treatment strategies for iron deficiency anemia, clinicians can effectively manage this common condition and improve patient outcomes.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Anemia Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

The management of iron deficiency in menometrorrhagia.

Gynecological endocrinology : the official journal of the International Society of Gynecological Endocrinology, 2011

Research

Treatment of iron deficiency anemia: practical considerations.

Polskie Archiwum Medycyny Wewnetrznej, 2015

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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