Diagnosis of Polycythemia (Polyglobulia)
Initial Diagnostic Approach
Begin diagnostic evaluation when hemoglobin exceeds 16.5 g/dL (hematocrit >49%) in men or 16.0 g/dL (hematocrit >48%) in women, or when there is a documented increase above an individual's baseline regardless of absolute values. 1, 2
Step 1: Confirm True Erythrocytosis
- Measure hemoglobin/hematocrit levels adjusted for sex, race, and age (must exceed 95th percentile) 3
- Look for associated features suggesting polycythemia vera (PV): thrombocytosis (present in 53%), leukocytosis (49%), splenomegaly (36%), pruritus (33%), erythromelalgia (5.3%), or unusual thrombosis including splanchnic vein thrombosis 1, 3
- If hematocrit is >60% without obvious hemoconcentration, red cell mass (RCM) measurement is unnecessary as it is almost always elevated 3
Step 2: JAK2 Mutation Testing
Order JAK2 mutation testing immediately as it is present in >95% of PV cases and distinguishes primary from secondary polycythemia. 1, 4
- JAK2V617F mutation is the most common variant 2
- A positive JAK2 mutation strongly suggests PV but can also occur in other myeloproliferative neoplasms 4
Step 3: Serum Erythropoietin (EPO) Level
Measure serum EPO level to differentiate between primary and secondary causes. 3, 5
- Low serum EPO (sensitivity ~70%, specificity >90%) is highly suggestive of PV 3
- Normal EPO does not exclude PV, as it can occur in definite cases 3
- Elevated EPO suggests secondary polycythemia from conditions like tobacco smoking, sleep apnea, or other hypoxic states 1, 5
Step 4: Bone Marrow Examination
Perform bone marrow aspirate and biopsy with cytogenetic studies when JAK2 is positive or clinical suspicion remains high despite negative molecular testing. 3, 4
- Bone marrow morphology remains the cornerstone of diagnosis and shows hypercellularity, increased megakaryocytes with cluster formation, and giant megakaryocytes in PV 3, 4
- Cytogenetic analysis identifies abnormal karyotype in 15%-20% of PV patients, most commonly +9 (5%), loss of Y chromosome (4%), +8 (3%), and 20q- (3%) 2
- Additional molecular testing may reveal prognostically adverse mutations including SRSF2, IDH2, RUNX1, and U2AF1 (combined incidence 5%-10%) 2
Diagnostic Criteria Summary
A working diagnosis of PV requires: 1, 2
- Hemoglobin >16.5 g/dL (men) or >16.0 g/dL (women) OR hematocrit >49% (men) or >48% (women)
- JAK2 mutation present (>95% of cases)
- Bone marrow morphology consistent with PV (advised but not mandated in all guidelines)
Excluding Secondary Causes
Evaluate for secondary polycythemia by assessing: 5
- Smoking history and tobacco use
- Sleep apnea symptoms
- Chronic lung disease
- Renal pathology (tumors, cysts)
- High altitude exposure
- Testosterone or erythropoietin use
Additional Baseline Testing
Complete the following at diagnosis: 1, 2
- Complete blood count with differential (assess for leukocytosis, thrombocytosis)
- Comprehensive metabolic panel
- Lactate dehydrogenase (LDH)
- Serum uric acid
- Abdominal imaging to assess spleen size
- Cardiovascular risk factor assessment (for thrombosis risk stratification)
Common Pitfalls
- Do not rely solely on hematocrit <60% to exclude PV, as some patients fall at the left extreme of the Gaussian distribution and can still have the disease 3
- Do not skip bone marrow examination when diagnosis is uncertain, as morphology provides critical diagnostic information even with positive JAK2 mutation 3, 4
- Do not assume normal EPO excludes PV, as sensitivity is only ~70% 3
- Avoid measuring RCM routinely when hematocrit is >60% without clinical hemoconcentration, as it adds cost without diagnostic benefit 3