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Review Article
Anaemia in the Older Person
Chua P1, Wang Q2 and Chua E3*
1University of Manchester, England, UK
2University of Kingston, England, UK
3London North-West University Healthcare, Northwick Park Hospital, England, UK

ABSTRACT
Anaemia is a common entity and a marker of morbidity and mortality in the older person (defined as 65 years and older). For the older person, anaemia of inflammation and chronic disease is by far more prevalent than iron deficiency. Differentiation between the two remains a challenge despite emergence of newer biochemical tests as the aetiology of anaemia is often multifactorial. Dose regimen for iron replacement therapy is changing to help promote absorption and reduction in side effects from oral iron. Intravenous iron is utilised for non-oral responders, in mixed anaemia such as inflammatory bowel disease, heart failure patients and in chronic renal disease. Finally, despite extensive tests, the aetiology can remain unknown, the unexplained anaemia of the elderly.

Abbreviations
ACD: Anaemia of Chronic Disease
AICD: Anaemia of Inflammation and Chronic Disease
AID: Absolute Iron Deficiency
CBC: Complete Blood Count
CHr: Haemoglobin in reticulocytes
CKD: Chronic Renal Disease
DNA: Deoxy-Ribonucleuic Acid
DMT1: Divalent Metal Transporter 1
ELISA: Enzyme Link Radioimmunoassay
EPO: Erythropoietin
ESA: Erythropoietin Stimulating Agents
FCM: Food Cobalamin Malabsorption
FCM: Ferric Carboxymaltose
FID: Functional Iron Deficiency
FN: Ferritin
Fr: Ferroportin
GI: Gastro-Intestinal Tract
HA: Haemolytic Anaemia
Hb: Haemoglobin
IBD: Inflammatory Bowel Disease
IDA: Iron Deficiency Anaemia
ID: Iron Deficiency
IV: Intravenous
IM: Intramuscular
LDH: Lactate Dehydrogenase
MCV: Mean Corpuscular Volume
MDS: Myelodysplastic Syndrome
MMA: Methyl Malonic Acid
NHANES III: The third National Health and Nutrition Examination Survey
PA: Pernicious Anaemia
RA: Rheumatoid Arthritis
RBC: Red Blood Cell
RC: Red Cell
RDW: Red cell Diameter Width Distribution
RE: Reticuloendothelial System
RNA: Ribo- Nucleic Acid
SI: Serum Iron
TIBC: Total Iron Binding Capacity
TNF: Tissue Necrosis Factor
TSAT: Transferrin Saturation
TfN: Transferrin
sTfR: Serum Transferrin Receptor
WHO: World Health Organization
UAE: Unexplained Anaemia in old people
ZPP: Zinc Protoporhyrin
Introduction
Anaemia in the older person (defined as >65 years old) is common and important as it is associated with greater morbidity from falls, cognitive decline, greater likelihood of hospitalizations with longer length of stay and mortality. However, its evaluation in the older person remains challenging as in many cases multiple conditions may be contributing factors. Indeed, in some instances, no cause may be found, despite continued investigation. Several criteria have been created in an attempt to define anaemia. The most widely known is the World Health Organization (WHO) criteria [1]. It uses the standard of a Hemoglobin level (Hb) of <130 g/L for men and <120 g/dl for women. Alternatively, data from community dwellers in United States, the third National Health and Nutrition Examination Survey (NHANES III), utilises an Hb level at 132 g/L and 122 g/L for older white men and women and 127 g/L and 115 g/L for older black men and women respectively [2]. These are arbitrary sub-divisions to separate subjects into anaemic and non-anaemic subsets. The lower Hb threshold may not necessarily influence morbidity or mortality although, in one study on anaemia in hospitalised subjects, a value less than 140 g/L for men and 130 g/L for women was associated for all causes of mortality [3]. With no uniformly agreed definition of anaemia, there is wide variability in reported prevalence of the condition. What is known, however, is that anaemia becomes consistently more prevalent in the older non-institutionalised adult and this is most seen in the oldest bracket of this subset (>80 years). Nursing home residents are also at risk of anaemia with the highest risk noted in hospitalized older adults.

As a strategy for investigation, the above criteria are impractical for use in clinical practice. In our recent audit of 309 consecutive older patients (169 females, mean age 84.7 years and 140 males, mean age 82.6 years) admitted to the Geriatric ward, utilisation of the WHO criteria, suggested that 55% of females and nearly 70% of male patients were anaemic, the Joosten criteria (Hb<115 g/l for both sexes) is a viable alternative at 48% and 41%, but a more pragmatic approach might be the “rule of 10” (Hb around 100 g/L or less) at 33% and 35% respectively [4]. For the purpose of this review, we will focus on an isolated anaemia, the type that is most frequently encountered in daily clinical practice. The “autoimmune crytopenias” (anaemia with low neutrophil and platelet count) and anaemia due to haematogical malignancies will not be discussed as it warrants specialised management.
Iron Deficiency Anaemia
Worldwide, Iron Deficiency Anaemia (IDA) is the most common cause of anaemia at around 12%, although its prevalence can vary between population groups. In the older person, Anaemia of Inflammation and Chronic Disease (AICD) is more common, with up to 80% of this population being affected [5]. The later figure is very likely to be an over estimate as it would have included the Unexplained Anaemia in the older person (UAE). Table 1 summarizes the types of anaemia in the older person. An overview of iron metabolism will aid understanding on the current tools and their limitations when evaluating anaemia.
Iron Metabolism
Body iron is carefully attuned to prevent overload or deficiency. Adult body iron stores typically stand at 5 mg/kg and 10 mg/kg for women and men respectively (with a total of between 3-4 grams). Iron absorption occurs mainly in the proximal small intestine. Absorbed iron is found in either its labile form (free ions) or as ferric ion bound to apoferritin which is stored as Ferritin (FN) [6]. Dietary iron comes in two forms, heam (iron bound to protein) and non-haem iron or inorganic iron.
Non haem iron absorption
Inorganic iron in the presence of duodenal cytochrome b reductase (an enzyme located on the brush border of the enterocyte) will reduce iron to its Ferrous state (Fe2+). In conjunction with the Divalent Metal Transport 1 (DMT1), iron is transported across the apical membrane of the enterocyte [7]. Within the enterocyte, iron can be stored as FN. Iron in FN is ‘lost’ when these mucosal cells are shed from the intestinal mucosa. Alternatively, iron can be translocated across the enterocyte. The key protein that governs the release of iron to the portal circulation is the iron exporter protein Ferroportin (Fr) [8]. In the presence of the enzyme hephaestin, iron is re-oxidised to its Ferric state (Fe3+) and transported in the circulation bound to the iron Transport Protein Transferrin (TfN).
Haem iron absorption
Haem iron is hypothesized to be taken up into the enterocyte via at least two routes, a haem receptor mediated endocytic process where both receptor and haem iron are internalised. Iron in haem is released by haem oxygenase 2 and transported from the vesicle to the cytoplasm by DMT1. Alternatively, haem iron is taken up by a haem receptor directly into the cytoplasm, catabolized by haem oxygenase 1, located on the endoplasmic reticulum, to release the iron. Iron released from haem regardless of the mode of uptake, joins the labile iron pool and is exported to the bloodstream via Fr in the same fashion as non-haem iron. This is summarised in figure 1 [9].

Within the portal circulation, iron is transported and bound to the TfN. Iron enters the hepatocytes via Transferrin Receptors (TfR), a transmembrane protein located on the surface of liver cells. In the liver, iron is stored as FN or mobilised to the systemic circulation via the iron exporter Fr bound to the iron transport protein TfN (caeruloplasmin assumes the role of hephaestin). Iron bound to TfN is eventually released and enters Recticulo-Endoethelial cells (RE) via TfR. In the bone marrow, iron enters via TfR in an endocytic process where both iron and TfR are internalised. Iron is released to be utilised for erythropoiesis. TfR is recycled to the surface which prevents its depletion [10]. In the spleen, as Red Blood Cells (RBC) come to the end of their life span, they are degraded by macrophages and this iron is reutilised. Here, the iron exporter protein Fr together with caeloplasmin modulates the mobilisation of iron via the hormone hepcidin (See below).
Iron Homeostasis
There is no dedicated mechanism for iron excretion. Therefore, iron regulation must occur at the site of absorption to prevent overload. However it may be noted that the body can passively lose a small amount of iron through shedding of skin cells and the cells of the Gastrointestinal (GI) tract when mucosal cells are shed into the intestinal lumen as well as during excretion of sweat and urine. In pre-menopausal women, there is additional iron loss caused by menstruation. The activity of the iron exporter protein, Fr, is regulated by the hormone hepcidin (also known as hepcidin antimicrobial peptide) produced in the liver. Binding of hepcidin to Fr induces its internalisation followed by Fr degradation, thereby decreasing the rate at which iron enters the circulation from the enterocyte and macrophages [11]. Thus control of hepcidin synthesis is of great importance in order to govern blood iron levels.

Several factors can modulate hepcidin expression, including inflammation (cytokines), hypoxia, need for erythropoiesis and body iron stores [12]. Whereas on the one hand, when body iron stores are replete (as occurs in iron overload), hepcidin production is enhanced. Its interaction with Fr will down regulate iron export from enterocyte and macrophages to the circulation. On the other hand, when iron stores become depleted (as is the case in ID), hepcidin production is reduced thus facilitating iron release from enterocytes and also releasing the “RE lock” for iron export to the systemic circulation. Simultaneously, there is an upregulation of TfR’s in marrow cells to internalise iron released from serum TfN for erythropoiesis. This is summarised in figure 2.
Iron Deficiency (ID)
It is important to differentiate between Absolute Iron Deficiency (AID) and Functional Iron Deficiency (FID). AID refers to an absence or severe depletion of iron stores in the RE system. FID refers to a situation where there exist adequate iron stores but this iron is not available for erythropoiesis. FID occurs in two situations (a) anaemia of inflammation and chronic disease AICD and (b) during the administration of Erythropoietin Stimulating Agents (ESA) in Chronic Kidney Disease (CKD); this will be discussed later.
AID can result from three main mechanisms
• Reduced iron intake (uncommon in the western diet), but ethnic minorities in western communities may be at risk (see below)
• Reduced absorption in the small intestine due to malabsorption, e.g., coeliac disease
• Increased blood loss (chronic) from the intestine

Iron bioavailability (defined as the percentage of ingested iron that is available for absorption and for body function) is also important. Foods can be categorized into low, medium and high bioavailability with mean absorption at 5%, 10% and 15% respectively [13]. Low bioavailability foods are predominately found in cereals and roots vegetables consumed predominately in developing countries. Intermediate bioavailability foods are similar to low, but with some protein (meat) and foods with some ascorbic acid. High bioavailability foods are those found in western diet with meat, poultry, fish and foods with high levels of ascorbic acid.

With migration, ethnic minorities living in western countries are at risk of ID where they continue to consume diets with low iron bioavailability. Cereals and roots vegetables contain natural inhibitors of iron absorption by forming insoluble complexes with iron. Examples include phytate (found in whole grains, legumes and nuts), oxalic acid (in spinach and rhubarb), polyphenols, phosphates and tannins (in coffee and plant tissues) [14,15]. Therefore, haem iron, as a source of dietary iron should not underestimated due to its higher iron bioavailability [16]. In western countries, haem iron accounts for only 10-15% of ingested iron, but contributes to one third of the absorbed iron due its higher bioavailability [17,18] with 20-30% of haem iron being absorbed compared to only 10% for non-haem iron [19]. A persistent low dietary iron intake results in depletion of FN stores as iron is utilised for erythropoiesis. These stores initially compensate but as they become depleted with insufficient iron for Hb synthesis, anaemia occurs. As such, anaemia is a relatively late feature in ID. The depletion of iron stores and FN is the earliest feature which is often followed by changes in red cell morphology; this is frequently seen before signs of the anaemia itself.
Anaemia of Inflammation and Chronic Disease (AICD)
Aetiology
This was described over half a century ago by Cartwright in 1966 [20]. AICD is far more common than IDA in the older person. For the purpose of this review, we have used the term AICD rather than ACD (Anaemia of Chronic Disease). Initially, ACD was thought to be either due to infections (acute and chronic) as well malignancy. It now encompasses a host of chronic conditions such as renal impairment, heart failure, autoimmune conditions, diabetes, thyroid diseases, chronic obstructive airways disease, anaemia in older adults, anaemia due to acute critical illness (e.g., anaemia post-surgery, acute trauma) and aforementioned “crytopenias”.

There are several pathophysiologic features of AICD. These include (i) a reduced life span of the red blood cell RBC (ii) impaired iron metabolism (iii) impaired Erythropoietin (EPO) production and (iv) amuted response of the bone marrow to EPO.

The most prevalent theory on AICD suggests an interference with iron homeostasis due to the heightened presence of inflammatory cytokines specifically Interleukin 6 (IL-6), Tissue Necrosis Factor (TNF) and Interleukin 1 Beta (IL-1β) [21]. IL-6 has been shown to impair erythroid development, although the exact mechanism is unclear. It also increases hepatic production of hepcidin which switches off iron export from the duodenal enterocyte and the recticulo-endothelial cells through inhibition of Fr. This is sometimes referred to as the “RE lock” [22]. Although these cells have ample iron, blood circulation is depleted of iron, causing FID.

IL-6 has also been shown to upregulate DMT1 expression resulting in increased uptake of ferrous iron from macrophages and enterocytes [23]. However, most of this iron will be retained in these cells and stored as FN. With the degradation of hepatic and splenic tissue during inflammation, FN is released into the circulation; this explains its elevated levels as observed in AICD. FN in the enterocyte will be lost when mucosal cells are shed into the intestinal lumen. IL-1β and TNF-α can also depress EPO production and the efficacy of erythropoiesis as well as increase breakdown of erythrocytes (causing their reduced life span) resulting in an anaemia [24]. This has been summarised in figure 3. Prior to discussion of the diagnosis of AICD, it will be helpful to review the current tools to evaluate anaemia.
Tools to Evaluate Anaemia
Table 2 summaries the discussion below
Bone marrow
This is the gold standard to diagnose ID and staining iron (haemosiderin) with the Perls Prussian stain (absent in ID). However, marrow examination is invasive, time consuming and expensive. It is rarely, if ever, performed in the older person purely to diagnose ID.
Peripheral blood film and red cell characteristics
The cell parameters associated with ID include a low Mean Corpuscular Volume (MCV) or microcytos is and a low mean haemoglobin concentration or hypochromia. However there are limitations, as this can also be a feature in chronic infection, malignancy and renal failure [25,26]. Furthermore, in early ID the blood film can be normocytic and normochromic [27]. Anaemia resulting from different aetiologies can cause variation in shape (poikilocytosis) and size (anisocytosis) of the RBC resulting in an elevated Red cell Diameter Width distribution (RDW). (The figure given for the RDW is a mathematically derived entity from the standard deviation of the RDW curve divided by MCV and multiplying the result by 100.)

RDW, though not a specific indicator for any individual anaemia, can be useful clinically. An elevated RDW should prompt the clinician to check the haematinics (ferritin, B12 and folate) as it is superior to MCV when used as a diagnostic criterion for iron, vitamin B12 and folate deficiency even in the absence of anaemia [28]. The anaemic older person with an elevated RDW appears to have an association with greater mortality [29]. Blood film evaluation although useful, is usually not required in a case of straight forward haematinic deficiency. It is labour intensive and requires a fresh sample. It can be a follow on investigation when evaluating an unexplained anaemia e.g., differentiating mirocytosis of ID from other haemoglobinopathies [30].
Serum Ferritin (FN)
This is the most frequent and probably the most useful test to diagnose iron deficiency. There are however several caveats. In the older person, a value of 50 µg/L should be the lower threshold for ID as there is a tendency for FN to rise with age [31,32]. FN is a positive acute phase reactant protein which imposes severe restrictions on the Ability to Diagnose Anaemia in AICD and mixed anaemia (IDA and AICD).
Iron studies
Serum Fe (SI), Serum Transferrin (TfN) and Transferrin Saturation (TSAT). SI measures circulating iron bound to serum TfN. It has little diagnostic utility as it fluctuates with diet, has a diurnal variation and falls with age [33-35]. Serum TfN is the circulating iron transport protein and can be reported as the Total Iron Binding Capacity (TIBC mcg/dl), obtained by multiplying serum TfN (mg/dl) by 1.389.

TSAT is the ratio of SI and TIBC and multiplying this by 100. As it is a ratio, it suffers from the same handicaps observed for SI. Nevertheless, typically in absolute IDA, SI is low, TIBC is high and TSAT is low. In AICD, iron studies also pose diagnostic limitations as SI level is dependent on recycling of iron in the RE system which is often reduced during inflammation due to RE block and serum TfN expression can be unchanged, reduced (as is the case in malnutrition and chronic disease) or even elevated (Table 2).
Zinc Protoporhyrin (ZPP)
In ID, zinc absorption is also increased and there is increased incorporation of zinc into the Hb protoporhyrin molecule as it attempts to take the place of iron. ZPP is increased in older patients with IDA [36]. Its main advantage is a small volume sample for analysis and ZPP can have a “retrospective diagnostic role”. In patients with IDA, ZPP incorporation is not affected for several days after a blood transfusion or in acute infections with IDA. Unlike FN, an elevated ZPP is an indicator of disturbed iron metabolism rather than body iron status since ZPP is also elevated in myelodysplasia, Chronic Inflammation (AICD), lead poisoning, porphyria and neoplastic diseases besides ID [36,37].
Serum Transferrin Receptor (sTfR)
Serum TfR (sTfR) is the fragment of TfR, a transmembrane protein on cells that is cleaved and released into the circulation. For the older person, it was comparable to FN in IDA, but a Belgian study using bone marrow aspirates confirmed no added superiority over FN [36,38]. In spite of this, serum TfR remains attractive when attempting to define iron status in AICD as its expression is not influenced by chronic inflammation and increasing age [39-41]. However, haemolysis needs to be excluded as it will give a falsely elevated level. A much more useful index is the sTR/FN ratio when diagnosing mixed anaemia (IDA and ACID) see section diagnosis of ACID and mixed anaemia.
Serum Erythropoietin (EPO)
Although serum EPO levels can be measured, it has no clear role in the advent of anaemia in the older person. EPO levels tend to be lower in AICD subjects when compared to those with IDA. However, variation is too broad to be of any real diagnostic use in clinical practice.
Diagnosis of AICD and Mixed Anaemias
AICD is most often normochromic, normocytic to microcytic associated with a mild anaemia and SI and TSAT are usually low [5]. TfN can remain low, unchanged or even elevated. Serum ferritin is often raised as CRP. Bone marrow examination will reveal reduced sideroblasts with raised intracellular iron. Reticulocyte count may be reduced for the degree of anaemia and serum hepcidin may be raised. AICD and IDA are common bedfellows, as is the case in a Mixed Anaemia (MA), making a distinction of the former from the latter difficult. The sTfR-FN index is superior to sTfR alone and may help in the diagnosis of the mixed anaemia (IDA and AICD) [40]. The rationale being that in IDA, sTfR is increased and the log FN is reduced. Therefore an index ratio of >2 denotes IDA. In AICD, sTfR is unchanged but FN is increased and an index ratio of <1 denotes AICD. For those with a MA, the index ratio will also be >2. Traditionally the two groups of patients cited to have mixed anaemias were patients with Rheumatoid Arthritis (RA) and Inflammatory Bowel Disease (IBD).
Potential Future Tools for Diagnosis of Anaemia
Reticulocyte indices
This is a measure of Hb content of reticulocytes (CHr) (1 to 2 days old) and may be a better reflector of iron availability to the bone marrow than RBC Hb (aged 1 to 120 days). A CHr of <26 pg/cell appears to be a stronger predictor of ID and IDA when compared to conventional iron studies [42,43]. Thomas et al., suggests a CHr value of >25 pg/cell to help differentiate iron deficiency from AICD [44]. However, there is no universal agreement on the optimum cut off value for CHr.
Serum hepcidin
Hepcidin, like ferritin, is also a positive acute phase reactant protein. Its activation during inflammation may be a protective mechanism to help remove non-transferrin bound iron. This helps to limit spread of infection by iron dependant organisms in subjects with iron overload [45,46]. There are 2 isoforms of hepcidin. Hepcidin-25 is important in iron homeostasis. It’s inappropriate expression partly explains the pathogenesis of iron overload displayed in genetic haemochromatosis. The function of the other isoform, hepcidin-20 remains unknown. Two hepcidin assays are available, an Enzyme-Linked Immuno-Absorbent Assay (ELISA) and mass spectrometry. Serum hepcidin is markedly elevated in AICD, much more so that in those with IDA. This difference may aid in differentiating ID from AICD. Serum hepcidin may also help to predict non-responders to oral iron in FID who may be considered for IV iron [47]. Mass spectrometric measurements of serum hepcidin-25 (at <4 nmol/l) appears to differentiate IDA from AICD, but not from AICD with iron restricted erythropoiesis [48]. These assays are currently not available for clinical use due to lack of standardization. Figure 4 summarizes a possible algorithm for investigating anaemia in the older person. The evaluation of anaemia should not be solely based on biochemical parameters button symptoms, signs, relevant biochemical and radiological imaging. A retrospective study on anaemia and symptoms revealed no differences in the incidence of colon cancer between a serum FN<50, 50 to 100 µg/L at 13%, 16% and 20% respectively [49].
Management of ID with Oral Iron Supplementation
The recommended dose to treat IDA is approximately 200 mg/day of elemental iron; as such 200 mg of ferrous sulphate (65 mg elemental iron) taken three times a day meets the requirement. This aims for an optimum rise in haemoglobin concentration of about 2 g/dl over 2-4 weeks and equates to an additional daily requirement of 20 mg of elemental iron. However, the absorptive apparatus in the intestinal epithelium is easily saturated, absorbing only 10-15% of ingested iron per day (20-30 mg of elemental iron). Thus remaining 180 mg of unabsorbed elemental iron often leads to GI upset (e.g., abdominal pain, nausea, constipation and diarrhoea) especially in the older person, occurring in as many as 70% of cases, reducing drug compliance [50]. This suggests that one should rethink the thrice daily regimen as being optimal in the treatment ID.

From a historical perspective, about 75 years ago, Hahn observed that absorption of radioactive iron was greatly increased in iron deficient dogs when compared to dogs that were iron-replete [51]. Granick later proposed the existence of a hypothetical block within the enterocyte that prevented the absorption of unwanted iron and which disappeared in ID [52]. Forty years on, Fairweather-Tait confirmed the existence of this ‘block’, presenting rodent intestinal mucosa with a high iron content meal lead to a reduction in iron absorption from a test meal given subsequently [53,54].

In the early part of the 21st century, Rimon et al., gave different iron dosing regimens to ID octogenarians three times a day. Liquid iron preparation was used to titrate to a lower dose of daily elemental iron. At 3 months, similar efficacy was observed in normalizing haemoglobin irrespective of the dose of iron but the fewest side effects were observed in the group on the lowest elemental iron preparation [55]. More recently, in young female iron deficient subjects, using an iron traceable isotope to monitor absorption and measurement of serum hepcidin, optimum iron absorption was observed with lower doses of iron not exceeding 80 mg of elemental iron per day. Higher iron dose or doses more than once a day, amplified circulating hepcidin which impeded iron absorption the following day. This hepcidin effect lasted for 48 hours before iron absorption returned to its initial baseline [56].

The same group followed up the study to examine iron absorption and hepcidin measurements in ID female subjects using a daily iron and alternate day iron regimen. Iron absorption was greater in the alternate day regimen which was coupled with lower serum hepcidin and with fewer GI side-effects. This suggests that alternate day, low dose iron is likely to be superior [57]. However, it is unclear if this alternate day regimen is applicable to subjects with more severe anaemia. Alternate day, low dose iron may also reduce drug adherence. For optimum efficacy, iron supplementation should be taken with half a glass of orange juice or 250 mg ascorbic acid. For uncomplicated IDA, a response in haemoglobin is usually seen within 7 to 10 days although it may take up to 12 weeks or longer to fully replenish depleted stores. For those who are still intolerant to oral iron, Intravenous Iron (IV) is an alternative. Several preparations of IV iron are available in the United Kingdom: Low Molecular Weight Iron Dextran (LMWID), Ferric Carboxymaltose (FCM) and Ferric Gluconate all have similar efficacy and adverse events but with different costs and frequency of administration.

Despite being safer (anaphylaxis rate at 0.02%) than the traditional high molecular weight iron dextran, IV iron needs to be administered in a facility where resuscitation facilities are available. IV iron is effective in ID subjects (subjects often have higher hepcidin levels) who have failed to respond to oral iron and superior than oral iron in the management of IDA in IBD patients [47]. Oral iron may worsen bowel activity in IBD. Indeed the European consensus on the management of IBD stipulates that IV iron should be the first lime in the management of IBD subjects who are anaemic (haemoglobin <10 g/dl) with active IBD or previous intolerance to oral iron (ii) there is often an inflammatory component such that oral absorption will be impaired and (iii) IV iron can partially overcome the iron restricted erythropoiesis associated with the inflammation caused by IBD [58].

IV iron is also useful in the management of ID in heart failure, anaemia due to CKD on erythropoietin stimulating agents ESA and may reduce post-operative transfusion requirements in certain abdominal and orthopedic surgeries [59,60]. IV iron can lead to misinterpretation of body iron status. A blood check on iron status should not be under taken until at least 2 weeks following initiation of IV iron, as interpretation of iron status would be inaccurate.
Management of ACID
A number of strategies are available

• The initial management of AICD if appropriate is to treat the underlying chronic condition e.g., the use of corticosteroids and immunosuppressant therapy for anaemia in IBD or the use of ESA for CKD
Blood transfusion: This will elevate Hb level but will not address the underlying condition. It can be utilised to avert crisis, but is not a suitable long solution [61]
Using multiple tests in parallel to help define iron status and trial of iron: Two models have been proposed (a) MCV model which utilises MCV, TSAT and ZPP (b) FN model, which utilizes FN, ZPP and TSAT [62]. If any two are abnormal, then the subject has impaired iron status and a therapeutic trial of iron could be undertaken. TSAT levels are often difficult to interpret in inflammatory states but a TSAT of <20 in the context of a raised CRP may indicate ID and a therapeutic trial of iron may be considered (c) As inflammation often leads to a raised FN, a useful rule is to divide the patients serum FN by three [63]. If FN is less than 50 mg/L a decision may be taken to initiate iron supplementation (d) Serum TfR /ferritin index: The utility of this index has been discussed and several commercial ELISAs are available. This is, however, not routinely utilised for large volume analysis due to lack of a common reference material for standardization.
Therapeutic trial of iron
Alternate daily or 3 times a week treatment may be initiated. As previously discussed this dosing regimen makes mechanistic sense due influence of hepcidin, as it will allow time for a decline in serum hepcidin to ease its hold on Fr during days off iron, thus enabling iron mobilisation. However, subjects may still not respond and parenteral iron should be a needs consideration in these cases. Intramuscularly iron lacks efficacy and causes staining to the area around the injection site with possible gluteal sarcoma [64,65]. It should, therefore, be avoided.
Anaemia due to folate and vitamin B12 deficiency
Cobalamin or Vitamin B12
Vitamin B12 is mainly stored in the liver with stores ranging from 2 to 5mgs body such that one can remain replete for 2 to 5 years. Its principle role is in the synthesis of Deoxyribose Nucleic Acid (DNA) and Ribo- Nucleic Acid (RNA). Bone marrow cells are the most active in cell division and will be most sensitive to deficiency resulting in morphological changes on the RBC’s. These include cell distortion, typically hypersegmentation of neutrophils, macrocytosis and eventually anaemia. Vitamin B12 deficiency also disrupts erythropoiesis causing pre-mature cell death (apoptosis) via haemolysis as observed in prolonged Pernicious Anaemia (PA). Serum bilirubin and Lactate Dehydrogenase (LDH) are often elevated, whereas serum haptoglobulin and reticulocyte count are reduced.

The most common cause of B12 deficiency in the older person is not PA but Food Cobalamin Malabsorption (FCM) at over 60% [66]. Unlike PA, FCM subjects can absorb crystalline vitamin B12 but lack the ability to liberate dietary vitamin B12 bound to protein. The older person is susceptible to B12 deficiency for several reasons (a) chronic gastric acid suppression therapy, e.g. proton pump inhibitors usage (b) atrophic gastritis with age and (c) chronic H-pylori infection all reduce gastric juice and pepsin secretion. The reduction in the former encourages colonic bacterial overgrowth into the terminal ileum disrupting intrinsic factor -B12 complex affecting B12 absorption.

Many individuals with FCM are not anaemic and diagnosed using routine geriatric blood tests. This has been referred to as subclinical B12 deficiency without the megaloblastic features on the blood film. This may explain that macrocytosis is a poor reflector of vitamin B12 status [28,67]. Methyl Malonic Acid (MMA) assay may be superior serum B12 but assay is not available in most clinical centres in the United Kingdom. The gold standing to confirm PA is the Schillings test but it is rarely performed in the older person. Antibodies to IF are present in up 70 percent of individuals with PA [68]. The management of FCM is oral replacement or Intramuscular (IM). Improvements in anaemia are similar in both routes. IM is the favoured route if there is an issue with compliance. If oral replacement is undertaken, it is prudent to repeat the vitamin level several weeks into the treatment as a subset of B12 deficiency may have PA. There is also increased risk of gastric carcinoma in PA so evaluation of symptoms pre and post treatment is required.

Vitamin B12 supplementation is safe from toxicity since it is water soluble. On the provision that no other causes for the anaemia are involved, the following response should occur following supplementation (a) fall in markers of haemolysis (LDH and bilirubin) within 2-3 days (b) increase marrow activity (reticulocytes) within 3 to 4 days (c) resolution of morphological changes in blood within 1-2 weeks and (d) normalization of anaemia within 4-8 weeks. Resolution of neuropsychiatric symptoms (very rarely seen in the 21st century) may take longer and may be incomplete.
Folic Acid or Vitamin B9The function of Folic Acid (FA) is to supply methyl groups in DNA and RNA synthesis working in conjunction with vitamin B12. Folate deficiency will also manifest with a macrocytosis or an elevated RDW on a CBC. There is no gold standard to evaluate folate status, but as folate is required as a co-factor for the conversion of homocysteine to methionine, a rise in serum homocysteine will also support folate deficiency.

Total body folate stores vary from 0.5 to 20 mg, but unlike vitamin B12, folate stores are more easily depleted lasting from only 2 to 6 months. In clinical practice, both vitamin assay should be conducted to avoid replacement of folate in undiagnosed PA which can potentially lead to irreversible nerve damage. Diagnosis of folate deficiency is via a blood test. There is debate on the superior test, Red Cell (RC) folate or serum folate [69]. There are several analytical issues with RC folate e.g., (a) reduced oxygen saturation and haematocrit may falsely elevate RC folate and (b) analysis may incur higher costs as specimens require pre-treatment.

In B12 deficiency, serum folate may be a superior index than RCF. Vitamin B12 is needed for uptake of 5 Methyl- Tetrahydrofolate (5-MTF) for developing RBC’s [70]. Vitamin B12 deficiency may falsely reduce RC folate in the absence of folate deficiency since with vitamin B12 supplementation, RC folate was increased but not serum folate [71-74]. During dialysis, if blood sampling was taken after dialysis, serum folate may be lowered but not RC folate [75]. This can be overcome by taking the blood sample pre-dialysis. Serum folate appears to be the better test in terms of cost and provision of clinical information. The management of deficiency is oral replacement but for the older person, there may be no improvement in anaemia as aetiology of anaemia are can be multifactorial.
Other types of Anaemia
It is beyond the scope of this review to discuss these in depth in the older person.
Multiple myeloma
This is neoplasia of plasma cells, a type of white blood cell normally responsible for producing antibodies. With disease progression, bone pain, bleeding and frequent infections often occur. This condition is common in the older person where an unexplained anaemia is may occur in up to 70% of cases. Initial investigations should include a serum protein and urinary Bence-Jones protein electrophoresis. The erythrocyte sedimentation rate is often elevated as is serum calcium. Patients will require a bone marrow examination and be placed under specialised management by haematologists.
Myelodysplastic Syndrome (MDS) and Haemolytic Anaemia (HA)
On exclusion of vitamin B12 and folic deficiency, an unexplained macrocytic anaemia should include MDS and HA. Myelodysplastic Syndrome (MDS) is a malignant transformation of haemopoietic progenitor cells. This may progress to acute myeloid leukaemia. In MDS, the anaemia is often associated with other crytopenias (up to 50% of cases) and like multiple myeloma, subjects are prone to bleeding and infection. Peripheral blood films show several features such as tear drop RBC of varying size and shape, platelets of varying size and poorly segmented neutrophils. The diagnosis is confirmed by marrow examination. These patients require specialised management by haematologists.
Haemolytic Anaemia (HA)
Haemolysis should be suspected in the context of a macrocytic anaemia and in conjunction with a raise serum bilirubin, LDH and reticulocyte count and a low haptoglobin. An increased LDH and reduced haptoglobulin has a 90 percent certainty to indicate haemolysis [76]. Likewise, a normal LDH and haptoglobulin will exclude haemolysis [77]. A positive direct antiglobulin test indicates immune haemolysis. Blood film may reveal RBC fragments (schistocytes), spherical RBC (spherocytes) and chip RBC (bite cells).
Iron Deficiency (ID) and Anaemia in Heart Failure
“Iron deficiency” without anaemia
ID is an independent risk factor in patients with stable heart failure regardless of ejection fraction and for hospital admissions due to worsening of heart failure [78,79]. A European study on IV iron, Ferric-Carboxy Maltose (FCM) in patients (N=152) with heart failure (subjects had New York class II and III with ejection fraction <45%). Iron deficiency was defined as either a serum FN<100 µg/L or for subjects with a serum FN between 100-200 µg/L, a TSAT <20%. At one year follow up, there were improvements in functional capacity, quality of life and with fewer hospitalisations [80]. Subjects received, in total, a median dose of 1500 mg iron/ year, 75% requiring 2 injections. However there were several caveats (i) the oldest old were excluded from the trial (mean age was 68.8 years) (ii) patients with significant renal impairment were excluded (iii) no difference in mortality and (iv) as bone marrow studies were not undertaken, these subjects cannot be categorized with certainty as being iron deficient, but are more likely to have a functional iron deficiency.
Cardio-renal anaemia syndrome
Anaemia, renal impairment and congestive cardiac often occur together and this collectively has been term the cardio-renal anaemia syndrome. Treatment of anaemia may improve renal and myocardial status. Blood transfusion requires caution as it may exacerbate symptoms of heart failure leading to poorer outcomes [81]. IV iron has been shown to lower the probability for an iron deficient patient requiring transfusions when compared to oral iron or with no iron supplementation [82].
Anaemia in Chronic Kidney Disease (CKD)
Anaemia in renal impairment is a common entity encountered in daily geriatric practice, although the initiation of ESA and its management is specialised. Anaemia is a risk factor for the development of Left Ventricular Hypertrophy (LVH) in CKD patients. LVH in CKD has a major impact on cardiovascular morbidity and mortality [83,84].

The Kidney Disease Outcome Quality Initiative Anaemia Working Group recommend that serum FN and the TSAT should be the main biochemical tools for the management of anaemia in CKD and in End Stage Renal Replacement Therapy. ID correlates reasonably well with at TSAT<20%, serum ferritin<100 µg/L and iron overload, TSAT>50% and serum FN of 800 µg/L. FID is defined as a response to IV iron as reflected by an increase in Hb or a reduced requirement for ESA [85,86]. ID is the most common cause of poor response to ESA in patients with end stage renal failure. Animal studies reveal that oral iron therapy may potentially have adverse side effects, including inflammation and further kidney damage. This may be mitigated through adequate dosing of IV iron. In the presence of ESA, IV is superior to oral iron as oral therapy may be insufficient to keep pace with the increased iron requirement from the hyper-stimulated bone marrow due to elevated erythropoiesis [87]. Although the management of anaemia is individualized, for most CKD patients, ESA therapy can usually be initiated when the TSAT>25% and serum FN>200 µg/L.

As stated previously, FN is an acute phase reactant. TSAT has some acute-phase activity as it is a ratio dependant on SI and TIBC. During inflammation, serum TFN may be elevated. On the one hand with a constant circulating iron level, TSAT will be lowered. On the other hand, chronic disease can suppress TfN synthesis and with a constant circulation of iron, TSAT will be raised. This is a frequent encountered entity in patients with advanced CKD. The availability of an alternative test to help define body iron status before initiation of ESA may aid management. The sTfR/Ferritin index can be a useful adjunct if available locally. This index gives good correlation in the estimation of body iron status [88]. However, it is still limited as serum FN expression is influenced by inflammation although sTfR can be used to detect concurrent iron deficiency with inflammation [39,40].
Anaemia in the Older Person
Anaemia in the older person can have several aetiologies. In a prospective study on 191 old patients (>70 years old) in a geriatrics department, 56 patients fulfill the criteria for IDA (serum FN<50 µg/L, TSAT<20%) but only 23 eventually filled the criteria of pure IDA with a CRP<5 mg/L, normal renal function EGFR>30, normal thyroid, folate and B12 [89]. For ACD, 135 subjects initially fulfilled the criteria (serum FN>50 mcg/L, TSAT<20 percent, CRP>5). These conditions consisted of autoimmune conditions, malignancy, acute and chronic infections. However, 21 from this cohort had renal impartment, 8 were hypothyroid, and 1 had both with 105 patients categorized as ACD. Ultimately, 23 (12%) had pure IDA, 105 (55%) as having ACD and 167 (87 %) as AICD.
Unexplained Anaemia in the Elderly (UAE) or Idiopathic Anaemia of Ageing
Unexplained Anaemia in the Elderly (UAE) can occur between 20 to 30% in the old community dwellers. In the NHANES III cohort, in anaemic old subjects (WHO criteria for anaemia) in subjects >65 years, approximately one third was due to a nutrient deficiency (of which, 50% was to ID), a third due to chronic diseases and the final third was idiopathic [90]. A Belgium study on anaemic subjects (Joosten criteria for anaemia) in hospitalized older subjects reveal up to 17% had an unexplained anaemia [91].
Summary
Biochemical tools to help establish the cause of anaemia should be undertaken in conjunction with clinical history and examination. For the older person, oral iron supplementation in IDA should utilize a low dose alternating day iron dosing to help reduce GI side effects but with no compromise in efficacy compared to the traditional 3 times daily dosing. IV iron should be utilized for those intolerant to oral preparation. IV iron should be the first line management in certain medical conditions such as ID in IBD. A significant proportion of the anaemia in the older person is AICD. Currently, there is no test that can reliably diagnose AICD. Using multiple tests in parallel may help differentiate the type of anaemia, in particular, the mixed anaemias. For anaemic subjects with functional iron deficiency, a trial of oral or IV iron could be undertaken.

Anaemia in the older person is common and often due to several aetiologies. Addressing a specific nutrient deficiency e.g., in anaemia with CKD, may not necessarily improve the haemoglobin level. The search for the cause of the anaemia in the frail older person should involve of a clinician who has a clear clinical overview or when it is not possible due to cognitive impairment discussing with a relative or spouse. As is the case in good medical practice, a balance needs to be addressed between trying to establish a definitive diagnosis by subjecting a frail person to invasive investigations without necessarily improving the clinical outcome against no investigations and then accepting and living with the uncertainty on the cause of the anaemia. For some, with the progression of time, the aetiology of the anaemia may become apparent e.g., in myelodysplasia. However, there remains a proportion in the old person, the UAE, where despite extensive investigations, aetiology of anaemia remains elusive.

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Figures


Figure 1: Absorption of haem and non haem iron. Postulated haem receptors, one in which the receptor is internalised via endocytic route, iron is released from haem by haem oxygenase II and transported to the labile iron pool by DMT I. Alternatively haem receptor takes haem iron and iron is released from haem by haem oxygenase I and enters the same labile iron pool [9]. Iron can be mobilised by ferroportin when required.






Figure 2: Top figure, in the iron replete state, anaemia of inflammation and chronic disease or in excess iron, hepcidin expression is enhanced which blocks ferroportin from exporting iron from enterocytes and RC cells. TfR are also down regulated to reduce uptake of iron for erythropoiesis. In the iron deficient state (bottom figure), hepcidin expression is reduced, ferroportin transports iron out from enterocyte and hepatocytes. There is upregulation of TfR in the endothelial cells to internalise iron for haemoglobin synthesis.







Figure 3: Pathophysiology anaemia of inflammation and chronic disease.



Figure 4: Algorithm for investigating anaemia in the older person.

AICD: Anaemia of Inflammation and Chronic Disease; FN: Ferritin; sTfR: Serum Transferrin Receptors; TSTAT: Transferrin Saturation

Tables

Aetiology of Anaemia

Prevalence

 

Anaemia of chronic disease/inflammation

 

40-45%

 

Chronic renal disease

 

5-10%

 

Haematological

 

Up to 5%

 

Endocrine

 

Up to 5%

 

Iron deficiency

 

20%

 

Vitamin B12 or folate deficiency

 

5-10%

 

Unexplained anaemia in elderly

 

15%

Table 1: Approximate prevalence on types of anaemia in the older person.

Indices

IDA

AICD

MA

Ageing

Haemoglobin

Serum Iron

Transferrin Saturation

Normal or ↓

Normal or ↓

? Normal

Serum Transferrin

Normal  or ↓ or ↑

Normal or ↓

? Normal

Serum Ferritin

Serum transferrin receptors

Normal

Normal or ↑

? Normal

Red cell zinc Protoporphyrin

Table 2: Biochemical indices of anaemia in IDA, AICD, MA and Ageing.
IDA: Iron Deficiency Anaemia; AICD: Anaemia of Inflammation and Chronic Disease; MA: Mixed Anaemia

Citation: Chua P, Wang Q, Chua E (2018) Anaemia in the Older Person. J Gerontol Geriatr Med 4: 020.
Copyright: © 2018 Chua P et al., This is an open-access article distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.

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