What investigations should be sent after taking a bone marrow biopsy in a patient with severe pancytopenia?

Medical Advisory BoardAll articles are reviewed for accuracy by our Medical Advisory Board
Educational purpose only • Exercise caution as content is pending human review
Article Review Status
Submitted
Under Review
Approved

Last updated: October 29, 2025View editorial policy

Personalize

Help us tailor your experience

Which best describes you? Your choice helps us use language that's most understandable for you.

Investigations to Send After Bone Marrow Biopsy in Severe Pancytopenia

For a patient with severe pancytopenia, a comprehensive panel of investigations should be sent along with the bone marrow biopsy, including cytogenetics, flow cytometry, and specialized stains to determine the underlying etiology. 1

Core Investigations

Morphological Assessment

  • Bone marrow aspirate and trephine biopsy should be evaluated together, with the highest percentage of abnormal cells from either procedure being recorded for diagnostic purposes 1
  • CD138 stains should be used when plasma cell disorders are suspected to accurately determine plasma cell percentage in bone marrow biopsies 1
  • Special stains including Prussian blue for iron stores and reticulin for fibrosis should be performed routinely 1

Cytogenetic Studies

  • Standard metaphase cytogenetics (karyotyping) should be performed on all bone marrow samples despite its lower yield (approximately 20%), as it provides important prognostic information 1
  • Fluorescent in situ hybridization (FISH) should be performed, preferably on purified marrow tumor cells, with probes that include:
    • For suspected myeloma: chromosome 17p13, t(4;14), t(14;16) 1
    • For suspected MDS: del(5q), del(20q), +8, or −7/del(7q) 1

Flow Cytometry

  • Immunophenotyping by flow cytometry should be performed to:
    • Establish clonality of plasma cells in suspected myeloma 1
    • Detect abnormal CD34+ expression in suspected MDS 1
    • Screen for paroxysmal nocturnal hemoglobinuria (PNH) clone, particularly in young patients with hypoplastic marrow 1
    • Assess for lymphoid neoplasms 2, 3

Disease-Specific Investigations

For Suspected Myeloma

  • Serum protein electrophoresis and immunofixation 1
  • Nephelometric quantification of serum immunoglobulins 1
  • 24-hour urine collection for electrophoresis and immunofixation 1
  • Serum free light chain assay 1
  • Serum β2-microglobulin and lactate dehydrogenase for prognostic assessment 1

For Suspected Myelodysplastic Syndrome

  • Complete blood count with reticulocyte count 1
  • Serum erythropoietin level 1
  • Vitamin B12 and RBC folate levels 1
  • Iron studies (serum iron, total iron binding capacity, ferritin) 1
  • HLA-DR15 typing (to predict response to immunosuppressive therapy) 1

For Suspected Infectious Causes

  • Viral studies including HIV, parvovirus B19 (especially in hypoplastic marrow), CMV, and hepatitis B and C 1
  • Blood cultures if febrile 1

Additional Specialized Testing

  • Molecular testing for somatic mutations should be considered when available, particularly for suspected myeloid neoplasms 1
  • PCR testing for specific pathogens when infection is suspected 1
  • Genetic screening for inherited bone marrow failure syndromes in younger patients or those with family history of cytopenias 1

Common Pitfalls to Avoid

  • Relying solely on bone marrow aspirate without biopsy can lead to inadequate assessment, especially in fibrotic marrow 2, 4
  • Failure to perform cytogenetics and FISH can miss important prognostic markers 1
  • Overlooking non-neoplastic causes of pancytopenia such as megaloblastic anemia, which is a common reversible cause 2, 4, 5
  • Not sending sufficient material for all necessary studies, particularly when the marrow is hypocellular 3

Clinical Considerations

  • The etiology of pancytopenia varies by age group - in children, B-lymphoblastic leukemia is most common, while in adults, myeloid neoplasms (AML and MDS) predominate 3
  • Approximately 17-33% of pancytopenia cases are due to megaloblastic anemia, which is treatable and reversible 6, 4, 5
  • In cases with nonspecific findings, a repeat bone marrow examination may be necessary after a period of observation 1

By ensuring these comprehensive investigations are performed on bone marrow samples from patients with severe pancytopenia, clinicians can maximize diagnostic yield and guide appropriate treatment decisions.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

To evaluate the role of bone marrow aspiration and bone marrow biopsy in pancytopenia.

Journal of clinical and diagnostic research : JCDR, 2014

Research

Pancytopenia: a clinico hematological study.

Journal of laboratory physicians, 2011

Research

Bone marrow examination in pancytopenia.

Journal of the Indian Medical Association, 2012

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.

Have a follow-up question?

Our Medical A.I. is used by practicing medical doctors at top research institutions around the world. Ask any follow up question and get world-class guideline-backed answers instantly.