Causes of Polycythemia Other Than JAK2
In patients without JAK2 mutations, polycythemia is caused by secondary (hypoxia-driven or hypoxia-independent) or hereditary conditions, with the most common being chronic hypoxia from smoking, lung disease, or sleep apnea. 1, 2
Primary Diagnostic Framework
When JAK2 mutation testing is negative, immediately measure serum erythropoietin (EPO) levels to guide your differential diagnosis 2, 3:
Low or Normal EPO (Suggests Primary Myeloproliferative Disease)
- Consider JAK2 exon 12 mutations - present in approximately 3-5% of polycythemia vera cases that are JAK2 V617F negative 1
- EPO receptor (EPOR) mutations - cause hereditary erythrocytosis with subnormal EPO levels 1, 3, 4
- Proceed with bone marrow biopsy showing panmyelosis with trilineage growth if clinical suspicion for PV remains high 1
Elevated or High-Normal EPO (Suggests Secondary Polycythemia)
Hypoxia-Driven Causes
- Chronic obstructive pulmonary disease (COPD) - the most common pulmonary cause 2, 5
- Smoker's polycythemia - caused by chronic carbon monoxide exposure binding hemoglobin with 200-250 times greater affinity than oxygen, creating functional hypoxia; resolves with smoking cessation 1, 2
- Sleep apnea and hypoventilation syndromes 2
- Cyanotic congenital heart disease with right-to-left shunts 1, 2
- High-altitude habitation 1, 6
- Renal artery stenosis causing peripheral hypoxia 1, 3
Hypoxia-Independent Causes
- EPO-producing tumors: renal cell carcinoma, hepatocellular carcinoma, uterine leiomyomas, pheochromocytoma, meningioma, parathyroid carcinoma 1, 2, 3
- Post-renal transplant erythrocytosis (PRTE) 1, 2
- Exogenous erythropoietic drugs: testosterone/androgen preparations, recombinant EPO, sodium-glucose cotransporter-2 inhibitors 2, 3
Hereditary/Congenital Causes
- High oxygen-affinity hemoglobinopathies - autosomal dominant, causes low P50 (oxygen pressure at 50% hemoglobin saturation) 1, 6, 3
- 2,3-bisphosphoglycerate (2,3-BPG) mutase deficiency - causes low P50 1, 6, 3
- Oxygen sensing pathway mutations: HIF2A, PHD2, VHL genes (including Chuvash polycythemia) 2, 3, 4
- PIEZO1 mutations 3
- Methemoglobinemia 3
Critical Diagnostic Algorithm
Step 1: Confirm true polycythemia (increased red cell mass) versus relative polycythemia from plasma volume depletion (dehydration, diuretics, burns) 2
Step 2: Obtain detailed smoking history - smoker's polycythemia is the most common secondary cause and resolves with cessation 1, 2
Step 3: Measure serum EPO level 2, 3:
- If low/normal: Test for JAK2 exon 12 mutations, consider EPOR mutations, proceed to bone marrow biopsy 1, 3
- If elevated: Proceed to Step 4
Step 4: Assess for hypoxia 2, 3:
- Arterial blood gas or pulse oximetry
- Carboxyhemoglobin level in smokers
- Sleep study if clinically indicated
- Chest X-ray for chronic lung disease
Step 5: If hypoxia absent, screen for EPO-producing tumors 2:
- Abdominal ultrasound or CT for renal cell carcinoma, hepatocellular carcinoma
- Review medication history for testosterone, EPO, SGLT2 inhibitors
Step 6: If acquired causes excluded and family history positive, consider hereditary erythrocytosis 3, 4:
- Measure P50 (low suggests high oxygen-affinity hemoglobin or 2,3-BPG deficiency)
- Hemoglobin electrophoresis
- Germline mutation screening (HIF2A, PHD2, VHL, EPOR, PIEZO1)
Critical Pitfalls to Avoid
Do not assume COPD explains erythrocytosis without excluding JAK2 mutations - patients can have both conditions simultaneously, and missing polycythemia vera leads to inadequate thrombosis prevention 5
Beware of "normal" EPO levels in chronic hypoxic states - EPO may normalize after hemoglobin stabilizes at a compensatory higher level, potentially mimicking polycythemia vera 2
Do not overlook smoking as a reversible cause - smoker's polycythemia is a real condition with risk reduction beginning within 1 year of cessation and return to baseline after 5 years 2
Avoid aggressive phlebotomy in secondary polycythemia - this risks iron depletion, decreased oxygen-carrying capacity, and paradoxically increased stroke risk, particularly in cyanotic heart disease and high oxygen-affinity hemoglobinopathies 1, 2
Do not miss post-renal transplant erythrocytosis - this condition is distinctly associated with increased thrombosis risk and responds to ACE inhibitors or angiotensin II receptor blockers 1
Consider parathyroid carcinoma when evaluating EPO-producing tumors, especially if hyperparathyroidism is present 2