GC086 Splenomegaly

Splenomegaly is the pathological enlargement of the spleen beyond its normal size, often resulting from infections, hematologic disorders, portal hypertension, or infiltrative diseases.

Splenomegaly: Common Causes & Myeloproliferative Neoplasms

Big Idea: Splenomegaly is not a diagnosis — it is a physical sign pointing you toward an underlying disease. Your job is to (1) confirm it, (2) characterize its size, (3) use the size + clinical context to generate a differential, and (4) investigate and treat the underlying cause. The second half of this lecture pivots to myeloproliferative neoplasms (MPNs), which are among the most important haematological causes of splenomegaly and frequently examined.

Learning Objectives (from the lecture): [1]

  1. Understand the pathophysiology of splenomegaly
  2. Understand the common causes of splenomegaly
  3. Understand the clinical and laboratory features of splenomegaly
  4. Acquire the ability to discuss the treatment options of splenomegaly
  5. Understand Myeloproliferative Neoplasms (MPNs)

1. Splenic Anatomy & Histology

The spleen lies within the peritoneal cavity in the left upper quadrant (LUQ), adjacent to ribs 9, 10, 11. Size correlates with a person's height and weight. [1]

  • Normal size: Approximately 1 × 3 × 5 inches; weight ~7 oz (~150–200 g). Cranio-caudal length on ultrasound: upper limit of normal = 12 cm in HK Chinese (a local study recommendation cited in the lecture). [1]
  • Why ribs 9–11 matter: the spleen is protected posterolaterally by the lower left rib cage. This is why you "can't get above it" on palpation — the superior pole hides behind the ribs.

Red pulp: microcirculatory structure of venous sinuses and splenic cords ("Cords of Billroth") [1]

White pulp: peri-arteriolar lymphoid sheath (PALS) contains mainly T-cells (CD4), and the primary follicles contain B-cells [1]

Why this matters for understanding splenomegaly mechanisms:

  • Red pulp = the blood-filtering zone. When the spleen has to destroy more abnormal RBCs (e.g. in haemolytic anaemia), the red pulp expands → spleen enlarges.
  • White pulp = the immune zone. When the immune system is activated (infections, autoimmune disease), B-cells proliferate in follicles and T-cells expand in PALS → spleen enlarges.
  • The marginal zone between red and white pulp is where blood-borne antigens first encounter immune cells — critical for defence against encapsulated bacteria.

Four normal functions of the spleen: [1]

  1. Filtration of circulating blood — removal of old/senescent RBCs ("culling"), and removal of abnormal RBC inclusions (e.g. Howell-Jolly bodies)
  2. Site of immune response — antibody production, defence against blood-borne pathogens (especially encapsulated bacteria)
  3. Storage of blood — stores 5% of red cell mass, 30–50% of WBC marginating pool, 20–40% of total platelet mass
  4. Haematopoiesis — only in the fetus (but can resume in adults with myelofibrosis as "extramedullary haematopoiesis")

Why Spleen Functions Matter Clinically

Each function explains a clinical consequence of both splenomegaly (hypersplenism → cytopenias from excess sequestration/destruction) and asplenia/hyposplenia (infection risk, Howell-Jolly bodies, thrombocytosis).

2.1 Post-Splenectomy / Hyposplenic Blood Film Features

Howell-Jolly bodies and nucleated RBCs are seen on blood film post-splenectomy/hyposplenism [1]

Other post-splenectomy blood film features (from supporting notes):

  • Howell-Jolly bodies (nuclear remnants the spleen normally removes)
  • Target cells (excess membrane relative to Hb)
  • Acanthocytes (spur cells)
  • Pappenheimer bodies (iron granules)
  • Nucleated red blood cells (nRBCs)
  • Thrombocytosis (spleen normally sequesters ~30% of platelets)
  • Lymphocytosis/monocytosis (transient post-splenectomy)

3. Physical Examination of Splenomegaly

How to examine for splenomegaly: [1]

  1. LUQ mass
  2. Moves down with respiration along Gardner's line
  3. Cannot get above it
  4. Dull to percussion
  5. Splenic notch

StepDetailsWhy
Palpation along Gardner's lineLine from right iliac fossa → umbilicus → left anterior axillary fold. Start palpating in RIF and work up to left costal margin.The spleen enlarges inferomedially along this line; starting distally avoids missing massive splenomegaly
Right lateral positionIf not palpable supine, turn patient right lateral, hook the spleen with left hand behind lower ribsBrings the spleen anteriorly and limits rib cage expansion, pushing the spleen down
Percussion of Traube's spaceBorders: 6th rib (superior), mid-axillary line (lateral), left costal margin (inferior). Normally resonant (stomach gas). Dull = splenomegalyUseful for detecting mild splenomegaly not yet palpable
Castell's methodPercuss lowest left ICS at anterior axillary line during inspiration and expiration. Dull on inspiration = splenomegalyAnother sensitive percussion technique

FeatureSpleenLeft Kidney
Direction of enlargementInferomedially (along Gardner's line)Downward/anteriorly
Can get above it?No (upper pole behind ribs)Yes (bimanually ballottable)
PercussionDullPartially resonant (overlying bowel)
NotchYes (when > 10 cm)No
Movement with respirationBoth move, but spleen more predictably along Gardner's lineBoth move

4. Mechanisms of Splenomegaly

The lecture classifies splenomegaly into three pathophysiological mechanisms. This is the most important framework.

Mechanism 1 — Increased splenic function: [1]

Sub-mechanismPathophysiologyExamples
Increased red pulp functionDestruction of abnormal RBCs from circulationHereditary spherocytosis, Thalassaemia/HbH disease, AIHA
Increased white pulp function — InfectionImmune activation → lymphoid hyperplasiaMalaria, TB, EBV, CMV, HIV
Increased white pulp function — Immune inflammationAutoimmune lymphoid expansionRA with Felty syndrome

Why this makes the spleen enlarge: The spleen is doing "overtime." More abnormal RBCs to filter → red pulp work overload → red pulp hypertrophy. More antigens to fight → white pulp B/T cell expansion.

Mechanism 2 — Vascular congestion: Blockage of blood flow and pooling of blood in red pulp [1]

Level of obstructionExamples
PrehepaticPortal vein thrombosis, Splenic vein thrombosis
IntrahepaticLiver cirrhosis
PosthepaticBudd-Chiari syndrome, IVC obstruction, Right heart failure

Why this causes splenomegaly: The spleen drains via the splenic vein → portal vein → liver → hepatic veins → IVC. Any obstruction along this pathway causes back-pressure, venous engorgement, and blood pooling in the red pulp sinusoids. Think of it like a traffic jam — if the highway is blocked, cars pile up at the on-ramp (the spleen).

Mechanism 3 — Infiltration: [1]

CategoryExamples
HaematologicalMPN (Primary myelofibrosis, PV, ET), Lymphoma
Non-haematologicalGlycogen storage disease (e.g. Gaucher's)

Why this causes splenomegaly: Abnormal cells or storage material physically occupy space within the splenic parenchyma, expanding it from within. In myelofibrosis specifically, the fibrotic marrow pushes haematopoietic stem cells to the spleen (extramedullary haematopoiesis), which then massively enlarges.


High Yield — Size-Based Classification

This is one of the most commonly tested frameworks. The lecture and Prof YL Kwong's teaching both emphasize knowing causes by splenic size.

Sizes of splenomegaly are related to the causes of splenomegaly: [1]

SizeCausesWhy this size?
Massive splenomegalyCML, MyelofibrosisChronic, indolent processes with continuous infiltration/extramedullary haematopoiesis over months-years. Not immediately fatal → spleen has time to grow huge. Also malaria (chronic tropical) [2]
Moderate splenomegalyPortal hypertension, Haematological malignanciesModerate venous congestion or moderate malignant infiltration
Minimal splenomegalyHaemolytic anaemia (thalassaemia intermedia, HbH disease), Autoimmune cytopenia (ITP, AIHA)Mild-moderate red pulp overwork, not enough to cause massive enlargement

Additional causes by frequency (from lecture + supporting notes): [1][2]

FrequencyCauses
CommonNeoplasia (lymphoma, leukaemia, MPN), Portal hypertension (cirrhosis, splenic venous obstruction), Haemolytic anaemia (thal intermedia/major, AIHA, hereditary spherocytosis)
RareChronic inflammatory/autoimmune conditions (SLE, RA/Felty), Infections (IE, schistosomiasis, malaria)
Very rareSplenic lymphoma with villous lymphocytes, hairy cell leukaemia, hepatosplenic candidiasis, storage diseases (Gaucher's, Niemann-Pick) [2]

Geographical location determines the possible causes of splenomegaly [1]

  • In Denmark: Haematological causes 39%, Liver disease 18%, Infection 10%
  • In Pakistan tertiary care: Chronic liver disease 64%, Malaria 16%, Haematological malignancies 14%

Exam Trap

Don't forget geography! In a question stem mentioning travel to a tropical country with fever and splenomegaly, think malaria first. In HK/developed countries, think haematological malignancy or liver disease first.


6. Clinical Features of Splenomegaly

Clinical features of splenomegaly: [1]

  • Abdominal fullness
  • Early satiety (spleen pushes against stomach)
  • Symptoms related to pancytopenia (from hypersplenism: anaemia → fatigue/pallor, leucopenia → infections, thrombocytopenia → bleeding)

Underlying DiseaseFeatures
CirrhosisStigmata of chronic liver disease (spider naevi, palmar erythema, gynaecomastia, caput medusae, jaundice)
Portal hypertensionAscites, caput medusae, oesophageal varices
Haematological malignancyConstitutional symptoms (fever, weight loss, night sweats), lymphadenopathy, hepatomegaly
Haemolytic anaemiaJaundice, pallor, dark urine
InfectionFever, specific organ involvement

Abnormal blood counts: anaemia, thrombocytopenia, leucopenia [1] Abnormal liver function tests: cirrhosis [1]


Pancytopenia + splenomegaly ≠ hypersplenism [1]

The lecture uses the classic hypersplenism framework: [1]

  1. Cytopenia of one or more blood-cell lineages (not necessarily pancytopenia)
  2. Splenomegaly
  3. A normal or compensatorily hyperplastic marrow — the factory can produce cells, but splenic sequestration/destruction lowers circulating counts
  4. Improvement after splenectomy in the original descriptive criteria (not a diagnostic test that should be performed solely to prove hypersplenism)

Critical Concept — Why the Distinction Matters

Cytopenia + splenomegaly is not automatically hypersplenism. In myelofibrosis, ineffective marrow production, splenic sequestration and extramedullary haematopoiesis can coexist; do not attribute every low count to the spleen without assessing marrow disease. This is the conceptual trap behind the slide.

Clinical example: A patient with cirrhosis and portal hypertension may have congestive splenomegaly, cytopenias and compensatory marrow activity—classic hypersplenism. In myelofibrosis, a fibrotic marrow plus extramedullary haematopoiesis and splenic sequestration creates a mixed mechanism, so the label cannot be inferred from spleen size and counts alone.


8. Clinical Approach to a Patient with Splenomegaly

Approach to a patient with splenomegaly: [1]

ElementDetailsWhy
Age, gender, raceYoung → infections, haemolytic anaemias. Old → MPN, lymphoma, CLDPrevalence varies by demographics
Residence & travel historyTropical → malaria, schistosomiasis, visceral leishmaniasisGeography-dependent infections
AlcoholHeavy drinking → cirrhosis → portal hypertensionMost common cause of CLD in many populations
Constitutional symptomsFever, weight loss, sweatingSuggest malignancy (B symptoms) or infection
Bleeding tendencySuggests thrombocytopenia from hypersplenism or marrow failureGuides urgency

FindingPossible Diagnosis
Size of the spleenMassive → CML/MF; Moderate → portal HTN/lymphoma; Minimal → haemolysis
Associated hepatomegaly, lymphadenopathyLymphoma, CLL, infectious mononucleosis
Stigmata of chronic liver diseaseCirrhosis as underlying cause
JaundiceHaemolysis or liver disease
Fever or other sign of infectionInfective cause
Cardiac murmur, splinter haemorrhageInfective endocarditis

InvestigationPurpose
CBPDetect cytopenias, raised WBC, abnormal differential
LRFTLiver disease, haemolysis markers (LDH, bilirubin)
Virological studiesHBV, HCV, EBV, CMV, HIV
Imaging: USGConfirm spleen size, assess liver (cirrhosis?), focal vs diffuse splenic lesions
CTSplenic architecture (focal lesions vs diffuse splenomegaly), assess other organs
PET-CTSuspected lymphoma staging
Blood filmMorphology: tear-drop cells (MF), spherocytes (HS/AIHA), blasts, smear cells (CLL), malarial parasites
Bone marrowIf haematological cause suspected — BM biopsy essential for MPN diagnosis

9. Lecture Case Studies

The lecture presents four illustrative cases. Each demonstrates a different mechanism:

  • M/60, heavy drinker, mother died of HBV-related HCC
  • Jaundice, tea-colour urine, abdominal distension × 2 months
  • Exam: dilated abdominal veins, splenomegaly 4cm, liver not palpable, shifting dullness
  • Cause: Vascular congestion — cirrhosis → portal hypertension → congestive splenomegaly
  • Clues: alcohol, HBV family history, stigmata of CLD (caput medusae, ascites, non-palpable shrunken liver)

  • M/20, medical student, GPH
  • Fever + cervical lymphadenopathy × 2 weeks
  • Exam: hepatomegaly 2cm, splenomegaly 2cm
  • Monospot +, EBV VCA IgM +
  • Cause: Increased white pulp function — immune response to EBV
  • Key point from supporting notes: splenomegaly in EBV occurs in 50–60% of patients. Risk of splenic rupture (0.1–2%) → avoid contact sports [3]

  • F/30, travelled to Philippines, no prophylaxis
  • Fever, dark colour urine
  • Exam: pallor, jaundice, splenomegaly 3cm
  • Blood film: Plasmodium falciparum
  • Cause: Increased red and white pulp function — destruction of parasitized RBCs (haemolysis) + immune activation
  • The dark urine = haemoglobinuria from intravascular haemolysis ("blackwater fever")

  • F/60, GPH
  • Weight loss, loss of appetite, no fever
  • Exam: pallor, massive splenomegaly up to umbilicus
  • CBP: pancytopenia, leukoerythroblastic blood picture, tear-drop cells
  • Cause: Infiltration — marrow fibrosis drives extramedullary haematopoiesis in spleen
  • Key blood film features: leukoerythroblastic picture = nucleated RBCs + immature granulocytes in peripheral blood (displaced from marrow). Tear-drop cells (dacrocytes) = RBCs squeezed through fibrotic marrow.

10. Treatment of Splenomegaly

Therapeutic options depend on the underlying cause [1]

Indications for splenectomy: [1]

  1. Diagnostic: Suspected splenic lymphoma
  2. Therapeutic:
    • Symptomatic relief in massive splenomegaly e.g. myelofibrosis (less common now)
    • Refractory ITP or AIHA (less common now)
    • Decrease transfusion requirement in thalassaemia major

These are lecture-era categories, not automatic indications. Image-guided splenic biopsy can sometimes avoid diagnostic splenectomy. In ITP and AIHA, modern medical options and patient preference influence timing. In transfusion-dependent thalassaemia, splenectomy is now uncommon and reserved for carefully selected hypersplenism/high-transfusion-burden cases because lifelong infection and thrombosis risks may outweigh the reduction in transfusion need. [12]

Risk of INFECTION — life-threatening infection from encapsulated bacteria [1]

Pre-operative vaccination: [1]

  1. Pneumococcus
  2. H. influenzae
  3. Meningococcus

Post-operative: Antibiotic prophylaxis, Patient education — immediate referral to hospital for treatment of febrile episodes

OPSI is a rare but life-threatening complication in post-splenectomy patients [1]

  • > 50% of infections are due to Streptococcus pneumoniae
  • Lifetime risk of OPSI is estimated to be 5%, but most (50%) occur within the first two years of splenectomy
  • Prevention of OPSI includes vaccination and early empirical antibiotics for febrile episodes

These percentages are the lecture's historical estimates and vary by underlying disease, age, vaccination, prophylaxis and follow-up. The safe learning point is lifelong susceptibility with especially high risk early after splenectomy—not a universal 5% prediction for an individual.

Vaccinations are recommended against S. pneumoniae, N. meningitidis, H. influenzae type b and influenza virus [1]

  • For elective splenectomy: first vaccine at least 2 weeks before surgery
  • For emergency splenectomy: vaccines can be administered 2 weeks after surgery

The principle remains correct, but product schedules change. Current adult planning accounts for prior doses and includes age/risk-appropriate pneumococcal vaccination, both MenACWY and MenB schedules, Hib if indicated, and annual influenza vaccination. Give indicated pneumococcal, meningococcal and Hib vaccines at least 14 days before elective splenectomy when possible; after emergency surgery, vaccinate when clinically stable according to local protocol rather than delaying protection indefinitely. [9][10]

Fever in an asplenic or hyposplenic patient is a time-critical sepsis risk: the patient should use their agreed rescue-antibiotic plan if one has been supplied and seek urgent assessment for cultures and parenteral empirical antibiotics. Vaccination does not remove the risk. Daily antibiotic prophylaxis is individualised by age, time since splenectomy, immune status and local policy. [22]

Other post-splenectomy changes: [1]

  • Leucocytosis (a real postoperative count rise, which must still be interpreted against the clinical possibility of infection)
  • Increase in platelet counts (spleen normally stores 20–40% of platelets)

Reactive thrombocytosis alone is not an automatic indication for aspirin. Assess the trajectory, thrombotic and bleeding risks, cause of splenectomy and possible acquired von Willebrand syndrome; treat the patient rather than a single platelet threshold.

High Yield — Post-Splenectomy Management

Every splenectomy patient needs: (1) an up-to-date, product-specific vaccination plan, ideally started ≥2 weeks pre-op for elective surgery, (2) lifelong awareness of infection risk, (3) a written fever/emergency-antibiotic plan, and (4) a medical alert bracelet/card. Encapsulated organisms: "SHiN" — Streptococcus pneumoniae, Haemophilus influenzae type b, Neisseria meningitidis.


11. Myeloproliferative Neoplasms (MPNs)

This is the second major teaching block of the lecture.

The epidemiology montage estimates roughly 150 newly diagnosed classical MPN cases per year in Hong Kong and shows incidence rising sharply with age, with median diagnosis ages around the mid-to-late 60s. Treat those plotted values as historical cohort estimates, not a live incidence dashboard. [1]

MPN are clonal haematopoietic stem cell disorders characterized by the overproduction of mature cells of myeloid lineages. [1]

All MPNs share the potential to PROGRESS to: [1]

  1. Myelofibrosis (post-PV MF, post-ET MF)
  2. Blastic transformation (acute leukaemia)

Key concept: Unlike acute leukaemias (where the problem is immature blasts), MPNs produce mature or near-mature cells in excess. The cells are functional but there are too many of them, causing hyperviscosity, thrombosis, and organ infiltration.

The coloured-star figure is not a simple linear staircase. A founding driver mutation arises in a haematopoietic stem cell, then subclones can branch, coexist and acquire additional mutations in different orders. A blast-phase clone may therefore emerge from the dominant chronic-phase clone, from an earlier shared ancestor, or from a minor branch. Mutation order and clonal architecture help explain why patients with the same headline driver (JAK2, CALR or MPL) can have different phenotypes and progression risks. [1]

MPN Classification: [1]

PhenotypeMolecular MarkerKey Feature
Chronic myeloid leukaemia (CML)BCR-ABL1Philadelphia chromosome t(9;22) — constitutively active tyrosine kinase
Polycythaemia vera (PV)JAK2 mutations (> 95%)Excess RBCs
Essential thrombocythaemia (ET)JAK2 mutation (~50%), CALR, MPLExcess platelets
Primary myelofibrosis (PMF)JAK2 mutations (~50%), CALR, MPLBone marrow fibrosis + extramedullary haematopoiesis

BCR-ABL Positive vs Negative MPNs

CML is the only BCR-ABL positive MPN. The "classical BCR-ABL negative" MPNs are PV, ET, and PMF. This distinction matters because CML is treated with tyrosine kinase inhibitors (imatinib), while BCR-ABL negative MPNs are treated differently.

JAK2 mutation leads to a constitutively active tyrosine kinase → translocates to nucleus → activates transcription of target genes [1]

Reading the receptor diagram: without EPO, receptor-associated JAK2 is quiet. EPO brings receptor subunits together, allowing JAK2 phosphorylation and downstream STAT, PI3K and RAS–MAPK signalling. JAK2 V617F releases normal autoinhibition, producing cytokine-independent or hypersensitive signalling, nuclear transcription and clonal myeloid expansion.

  • PV: mutant JAK2 drives EPO-receptor-pathway signalling → erythroid expansion
  • ET: JAK2, CALR or MPL drivers converge on MPL/JAK–STAT signalling → megakaryocyte/platelet expansion
  • PMF: the same driver pathways plus additional clonal events produce atypical megakaryocytes → cytokine release → reactive fibroblast activation and fibrosis

12. Polycythaemia Vera (PV)

Polycythaemia Vera: [1]

Must exclude secondary causes: [1]

  1. Absolute polycythaemia (increased red cell mass)
    • a) Primary: Polycythaemia vera
    • b) Secondary (EPO mediated):
      • i. Hypoxia: COPD, cyanotic heart disease
      • ii. Abnormal EPO secretion: hepatoma
  2. Apparent polycythaemia (normal red cell mass)
    • Normal red cell mass / low plasma volume → elevated HCT

Why this matters: An elevated haematocrit doesn't automatically mean PV. You must exclude dehydration (apparent polycythaemia — the red cell mass is normal but concentrated due to low plasma volume) and secondary causes (the body is appropriately making more EPO because of hypoxia, or a tumour is secreting EPO ectopically).

Hb > 16.5 g/dL / Hct > 49% (males); Hb > 16 g/dL / Hct > 48% (females) [1]

The haemoglobin/haematocrit thresholds are entry criteria for evaluation, not a diagnosis by themselves. Current classification integrates persistent erythrocytosis, characteristic panmyelosis on marrow, a JAK2 V617F or exon 12 mutation, and subnormal serum EPO; secondary and relative erythrocytosis must be excluded. [11]

  • JAK2 V617F is found in most PV; exon 12 mutations account for most JAK2 V617F-negative cases
  • JAK2 exon 12 mutations account for most of the remaining ~3–4%
  • Low serum EPO level is a minor criterion — if the marrow is autonomously producing RBCs, EPO is suppressed by negative feedback

Clinical features of PV: [1]

  • Hyperviscosity symptoms: dizziness, headaches
  • Pruritus particularly after a hot bath (aquagenic pruritus — due to mast cell degranulation from basophilia/histamine release)
  • Risk of arterial and venous thrombosis
  • Microvascular symptoms (erythromelalgia — burning pain/redness of hands/feet)

Why thrombosis? The blood is thicker (more RBCs → higher viscosity), platelets are often elevated and dysfunctional, and there's endothelial activation. The combination creates a pro-thrombotic state. PV patients can present with stroke (as in past paper Q4, 2018), DVT/PE, portal vein thrombosis, or Budd-Chiari syndrome.

Treatment: Venesection, Cytoreductive (hydroxyurea, Interferon), Aspirin [1]

Treatment algorithm based on risk: [1]

  • High risk = Age ≥ 60 years OR history of vascular events
Risk CategoryTreatment
Low risk (age < 60, no prior thrombosis)Venesection (target Hct < 45%) + low-dose aspirin
High risk (age ≥ 60 OR prior thrombosis)Venesection + low-dose aspirin if not contraindicated + cytoreductive therapy; hydroxyurea and interferon formulations are selected according to age, fertility/pregnancy plans, comorbidity, access and preference

The algorithm's platelet > 450 × 10⁹/L footnote should not be memorised as a stand-alone trigger: that value is common in PV and far below “extreme thrombocytosis.” For otherwise low-risk PV, ELN considers persistent/progressive leukocytosis, extreme thrombocytosis > 1500 × 10⁹/L, symptomatic progressive splenomegaly, inadequate haematocrit control or phlebotomy intolerance, persistently high cardiovascular risk, or high symptom burden as reasons to consider cytoreduction. [13]

When cytoreduction is required, treatment selection considers age, sex, fertility/conception, and comorbidities. Options include recombinant interferon-α or hydroxyurea ± anagrelide; ruxolitinib may be considered for resistance or intolerance. [1]

Transformation to myelofibrosis (10%), acute leukaemia (5%) [1]

Venesection rationale: Removing blood physically reduces haematocrit and viscosity. Target Hct < 45% has been shown to reduce thrombotic events.

Aspirin rationale: Low-dose aspirin reduces microvascular symptoms and thrombotic risk in suitable patients, but check contraindications and bleeding/acquired-vWD risk rather than treating it as universal.


13. Essential Thrombocythaemia (ET)

Essential Thrombocythaemia: [1]

  • Usually asymptomatic
  • Microvascular symptoms: headache, dizziness, erythromelalgia
  • Thrombosis: Arterial > Venous
  • Paradoxical bleeding in very high platelet count (acquired von Willebrand disease) — when platelets are extremely high (> 1000–1500 × 10⁹/L), they adsorb and deplete VWF multimers
  • Risk of transformation to myelofibrosis and AML (< 5%)

Diagnosis by exclusion: [1]

  • Exclude reactive causes: infections, inflammations, malignancy, iron deficiency
  • Bone marrow to exclude CML and other MPN/MDS
  • JAK2 V617F mutation in ~50%, CALR, MPL
  • Platelet persistently > 450 × 10⁹/L

Why diagnosis by exclusion? Reactive thrombocytosis (from infection, iron deficiency, inflammation, post-splenectomy) is far more common than ET. You must exclude all reactive causes before diagnosing a clonal disorder. Iron deficiency is particularly tricky — it causes both anaemia and reactive thrombocytosis, and treating the iron deficiency may normalize the platelets.

Management is based on thrombosis risk: [1]

  • High risk: Age > 60 years OR history of thromboembolic disease → hydroxyurea + aspirin
  • Interferon for pregnancy
  • Cardiovascular risk modification (HT, smoking, CHF, WBC)

The slide gives the older two-tier framework. A more useful current scheme incorporates thrombosis history, age and JAK2 status: very low (≤60, no thrombosis, JAK2-wild type), low (≤60, no thrombosis, JAK2-mutated), intermediate (> 60, no thrombosis, JAK2-wild type) and high (prior thrombosis or age > 60 with JAK2 mutation). Cytoreduction is advised for high-risk disease and considered individually in intermediate risk. [14]

Before aspirin in ET, assess bleeding and acquired von Willebrand syndrome, particularly with very high platelet counts. Aspirin is not automatic in a very-low-risk asymptomatic patient and can worsen bleeding when acquired vWD is present. [14][15]

Cytoreductive choices include recombinant interferon-α or hydroxyurea ± anagrelide. Treatment selection considers age, sex, fertility/conception, and comorbidities; resistance or intolerance should prompt a treatment switch or consideration of a clinical trial. [1]

Indications for cytoreduction in very low/low/intermediate-risk ET: [1]

  • Platelet ≥ 1000 (in general)
  • Vasomotor symptoms

Again, 1000 × 10⁹/L is a prompt to assess, not an isolated universal treatment threshold. Consider symptoms, acquired vWD/bleeding, progressive extreme thrombocytosis, pregnancy plans and the patient's total thrombotic risk.


14. Primary Myelofibrosis (PMF)

Myelofibrosis — MPN characterized by bone marrow fibrosis and splenomegaly [1]

PMF fibroblasts are NOT clonal [1] Abnormal megakaryocytes release cytokines (PDGF and TGF-β) which stimulate fibroblast proliferation and collagen deposition [1] Fibrotic BM unable to function → HSC move to spleen and liver (extramedullary haematopoiesis) [1]

From first principles: The clonal abnormality is in the haematopoietic stem cell (JAK2/CALR/MPL mutations), NOT in the fibroblasts. The abnormal megakaryocytes produce excessive cytokines → reactive fibroblast proliferation → marrow fibrosis. This is a critical distinction — the fibrosis is a reactive process driven by the abnormal clone, not a primary fibroblast neoplasm.

When the marrow fills with collagen and reticulin, it can no longer produce blood cells effectively. The body compensates by reverting to fetal haematopoiesis — the spleen and liver take over blood production (extramedullary haematopoiesis). This causes massive splenomegaly.

No significant or functional haematopoiesis occurs even in this situation, and removal of the spleen will not impair the blood production capability. [1]

This boxed statement is too absolute. The enlarged spleen is a major site of pathological extramedullary haematopoiesis and sequestration. Splenectomy can improve pressure symptoms and selected cytopenias, but it can also cause bleeding, infection, thrombosis and accelerated hepatic extramedullary haematopoiesis; published series report substantial peri-operative morbidity and mortality. It is therefore a specialist, last-line option for carefully selected drug-refractory patients, not a harmless removal of a non-functional organ. [16]

Patients present with fatigue, weight loss (hypercatabolic), massive splenomegaly, portal hypertension [1]

Pancytopenia with leukoerythroblastic blood picture [1] Bone marrow dry tap, trephine showing dense reticulin [1] JAK2 mutation 50%, other mutations [1]

Leukoerythroblastic blood picture = nucleated RBCs + immature myeloid cells (myelocytes, metamyelocytes) in the peripheral blood. This happens because the marrow fibrosis physically displaces haematopoietic precursors into the circulation before they mature. Tear-drop cells (dacrocytes) = RBCs squeezed and distorted as they pass through the fibrotic marrow or the splenic sinusoids. [5]

Dry tap = inability to aspirate liquid marrow because it's replaced by fibrosis. The trephine biopsy (a core of tissue) is essential — it shows reticulin and collagen fibrosis.

The lecture presents WHO/ICC 2022 criteria for Pre-PMF and Overt PMF: [1]

Pre-PMFOvert PMF
MajorMegakaryocyte proliferation/atypia, fibrosis grade < 2, increased BM cellularity; Not meeting other MPN/MDS criteria; JAK2/CALR/MPL mutationMegakaryocyte proliferation/atypia, fibrosis grade ≥ 2; Same exclusions; Same mutations
MinorAnaemia, WCC ≥ 11 × 10⁹/L, splenomegaly, raised LDHAll of Pre-PMF minors + leukoerythroblastic blood picture

The image is a compressed study table. In the 2022 ICC framework, diagnosis requires all three major criteria plus at least one minor criterion, with the minor abnormality confirmed on two consecutive determinations. “Another clonal marker” can support a triple-negative case, and reactive fibrosis must be excluded. [11]

Risk assessment helps estimate prognosis and identify patients who may benefit from transplantation. DIPSS adverse features are:

  • Age > 65 years
  • WCC > 25 × 10⁹/L
  • Hb < 10 g/dL
  • Peripheral blood blasts ≥1%
  • Constitutional symptoms [1]

DIPSS-plus adds unfavourable karyotype, platelet count < 100 × 10⁹/L, and transfusion dependency. Molecularly informed systems include GIPSS and MIPSS70+, which incorporate karyotype, CALR status, and high-molecular-risk mutations. [1]

The lecture quotes leukaemic transformation around 15% and median survival 3–5 years. [1] Allogeneic stem cell transplantation is the only potentially curative procedure — feasibility limited by age and comorbidities [1]

Those fixed prognosis figures are historical population summaries. The survival plots on the next slide show why they cannot be applied to an individual: primary versus secondary MF and DIPSS/DIPSS-plus/GIPSS/MIPSS70+ strata have widely separated curves. Current counselling should use the applicable clinical, cytogenetic and molecular risk model. [17]

Treatment shown in the lecture: [1]

  • Supportive for cytopenia: Transfusion (± iron chelation), EPO
  • TGF-β inhibitor e.g. luspatercept
  • Ruxolitinib (JAK1/2 kinase inhibitor) — decreases size of spleen and constitutional symptoms
  • Splenectomy sometimes performed to relieve pressure symptoms and decrease transfusion requirement

Luspatercept is an activin-receptor ligand trap, but its licensed uses are anaemia in beta-thalassaemia and selected MDS settings—not routine approved MF therapy—so the mechanistic slide should be read as an emerging/off-label or trial strategy. Conversely, momelotinib, shown as “in development” in the 2023 deck, was FDA-approved in September 2023 for intermediate/high-risk primary or secondary MF in adults with anaemia. [18][19]

In intermediate-2/high-risk MF, assess eligibility for allogeneic HSCT; eligible patients may receive a JAK inhibitor before transplantation. Patients who are not eligible are managed with symptom-directed therapy, a JAK inhibitor, or a clinical trial. [1]

For symptomatic MF, JAK-inhibitor choice is influenced by platelet count, anaemia, previous JAK-inhibitor exposure and local licensing. The deck lists ruxolitinib/fedratinib for platelets ≥50 × 10⁹/L and pacritinib for severe thrombocytopenia; momelotinib is now an option in MF with anaemia where approved. [18][20]

Ruxolitinib inhibits JAK1 and JAK2 and dampens dysregulated cytokine signalling. The COMFORT-II waterfall plot shows substantially more spleen-volume reductions than best available therapy, and the quality-of-life bars favour ruxolitinib. These establish spleen and symptom benefit; the later pooled survival plot is affected by crossover and is not proof that the drug eradicates the clone. [21]

Clinically it:

  • Reduces spleen size (by decreasing the cytokine-driven splenic infiltration)
  • Improves constitutional symptoms (by reducing the inflammatory cytokine storm that causes weight loss, night sweats, fatigue)
  • Usually does not eradicate the driver clone and is not curative
  • Is not prescribed as a direct antifibrotic replacement for transplant

Luspatercept is a specific activin receptor fusion protein that acts as a ligand trap to neutralize negative regulators of late-stage erythropoiesis [1]

Reading the diagram: TGF-β-superfamily ligands activate an activin receptor and phosphorylate SMAD2/3, which complexes with SMAD4 and changes nuclear gene expression, restraining late erythroid maturation. Luspatercept is a soluble activin-receptor fusion protein that traps selected ligands upstream, reducing SMAD2/3 signalling. This explains the erythroid-maturation rationale, but does not by itself establish an approved MF indication. [19]

IFN has anti-angiogenic, anti-proliferative, pro-apoptotic, and immunomodulatory effects [1]

Specific mechanisms in MPNs: [1]

  1. Suppression of megakaryopoiesis — inhibits CFU-Mk, inhibits TPO signalling
  2. Inhibition of erythroid colony-forming cells — inhibits ECFCs, stimulates erythroblast apoptosis
  3. Decrease in bone marrow fibroblasts — IFN-γ modulates cytokines via STAT pathway, reducing collagen production
  4. Immunomodulatory — enhances T-cell, NK cell, monocyte activity against neoplastic clone

Interferon-alpha can reduce JAK2 V617F allele burden in some patients and is useful when long-term disease control, younger age or pregnancy potential favours it. Call this a molecular response, not guaranteed molecular remission; treatment choice and monitoring remain specialist decisions.


Initial workup for suspected MPN includes: [1]

  • CBP with differential
  • Peripheral blood film (morphology, tear-drop cells, blasts)
  • LRFT (LDH elevated in MPN)
  • JAK2 V617F testing
  • If JAK2 negative: CALR, MPL mutations
  • Serum EPO level (low in PV)
  • Bone marrow aspirate + trephine biopsy
  • Cytogenetics, molecular studies
  • BCR-ABL1 testing (to exclude CML)

Additional Initial Assessment

The initial assessment should also document prior thrombotic or haemorrhagic events, cardiovascular risk factors, transfusion history, hepatosplenomegaly, and possible reactive causes of thrombocytosis or leucocytosis. Additional tests may include renal function, electrolytes, urate, iron profile, clotting studies and von Willebrand factor assays when thrombocytosis or bleeding raises concern for acquired von Willebrand disease. [1]

For molecular and transplant assessment:

  • Test JAK2 exon 12 when PV is JAK2 V617F-negative.
  • In JAK2 V617F-negative ET or PMF, test CALR and MPL.
  • If JAK2/CALR/MPL-negative, use RT-PCR or FISH for BCR::ABL1 to exclude CML; a myeloid NGS panel may help establish clonality or stratify PMF/secondary MF in potential transplant candidates.
  • Bone marrow assessment includes morphology, reticulin and trichrome staining, and karyotyping.
  • Assess symptom burden with MPN-SAF and perform HLA typing in potential allogeneic HSCT candidates. [1]

Before selected therapies, the slide also specifies hepatitis B assessment, thyroid function testing for interferon candidates, and exclusion of active or latent tuberculosis in candidates for ruxolitinib. [1]


FeatureCMLPVETPMF
Key mutationBCR-ABL1JAK2 (> 95%)JAK2 (50%), CALR, MPLJAK2 (50%), CALR, MPL
Predominant cellGranulocytes (esp. myelocytes + neutrophils)RBCsPlateletsVariable; megakaryocytes drive fibrosis
SplenomegalyMassiveMild-moderateMildMassive
Blood filmBimodal distribution (myelocytes + neutrophils), basophiliaPlethoric; ± raised plateletsThrombocytosisLeukoerythroblastic, tear-drop cells
BMHypercellular, granulocytic expansionPanmyelosis (all 3 lineages ↑), low EPOMegakaryocyte proliferationFibrosis (reticulin/collagen), dry tap
TreatmentTKI-basedHct < 45% with phlebotomy + aspirin if suitable; risk-adapted cytoreductionRisk-adapted aspirin/cytoreduction after bleeding-vWD assessmentSymptom- and cytopenia-adapted JAK inhibitor/support; allo-HSCT for selected patients
TransformationCan progress to accelerated/blast phaseCan evolve to post-PV MF or AMLCan evolve to post-ET MF or AMLCan transform to AML
PrognosisOften excellent with effective TKIFrequently long, but vascular/evolution risks persistFrequently long, but thrombosis/evolution risks persistHighly risk-stratified; do not apply the slide's 3–5-year median to every patient

This appeared at the start of the lecture as a bridge from the previous lecture (High White Cell Count):

HLA antigens are encoded by MHC genes on the short arm of chromosome 6 [1] Class I: present on nearly all nucleated cells; Class II: constitutively present mainly on professional antigen-presenting cells (B cells, dendritic cells and monocytes/macrophages) and inducible on some other cells [1] HLA matching is crucial in HSCT to avoid graft rejection and graft-versus-host disease [1]

Relevance to splenomegaly: In MPN patients requiring allogeneic HSCT (especially PMF), HLA matching determines donor selection. HLA-haploidentical (half-matched) transplants are now possible, expanding the donor pool.

In a family, HLA haplotypes are inherited in a simple Mendelian co-dominant fashion: each sibling receives one haplotype from each parent, giving a 1 in 4 chance of being HLA-identical by descent to the patient. [1]

Potential HSCT donors include the patient (autologous), a monozygotic twin (syngeneic), an HLA-matched sibling or unrelated donor, matched cord blood, and a haploidentical family donor. [1]


Splenomegaly/MPN Take-Home: [1]

  1. Many causes of splenomegaly
  2. Size of the spleen and how common the diseases can help narrow down differential diagnosis
  3. Geographical location determines the possible infective causes of splenomegaly
  4. POST SPLENECTOMY INFECTIONS require urgent treatment
  5. Brief review of the MPNs: PV, ET, PMF

High Yield Summary

  1. Splenomegaly is a sign, not a diagnosis.
    • Classify by mechanism (hyperfunction, congestion, infiltration) and size, then integrate geography, blood film, liver findings and imaging. Hypersplenism means one or more cytopenias with splenomegaly and preserved/compensatory marrow—not merely “pancytopenia + big spleen.” Asplenia requires a current vaccine schedule plus a written fever/antibiotic plan. Classical MPNs are clonal HSC disorders: PV needs JAK2-integrated diagnosis and Hct < 45% with risk-adapted cytoreduction; ET needs thrombotic and bleeding/acquired-vWD assessment; PMF gives marrow fibrosis, leukoerythroblastosis, dacrocytes and often massive splenomegaly. JAK inhibitors improve spleen/symptom burden; selected allo-HSCT is the only potentially curative therapy.

Active Recall - Splenomegaly & MPN

[1] Lecture slides: GC 086. Splenomegaly.pdf (all pages) [2] Senior notes: Ryan Ho Haemtology.pdf (p.89) / Ryan Ho Fundamentals.pdf (p.74, p.397) [3] Senior notes: Ryan Ho Respiratory.pdf (p.53 — Infectious Mononucleosis) [4] Senior notes: Maksim Surgery Notes.pdf (p.152–153 — Splenectomy) [5] Senior notes: Maksim Medicine Notes.pdf (p.167 — Leukoerythroblastic blood picture) [9] CDC. Adult Immunization Schedule Notes — asplenia, Hib, meningococcal and pneumococcal vaccination [10] CDC. Altered Immunocompetence — vaccination before elective splenectomy [11] International Consensus Classification of Myeloid Neoplasms and Acute Leukaemias (2022) [12] Thalassaemia International Federation. Guidelines for Transfusion-Dependent Thalassaemia, 4th edition [13] European LeukemiaNet. Cytoreductive therapy in polycythaemia vera — 2021 recommendations [14] Tefferi A, Vannucchi AM, Barbui T. Essential thrombocythaemia: 2024 update [15] British Journal of Haematology. Aspirin and thrombosis-risk stratification in essential thrombocythaemia [16] Advances in management of primary myelofibrosis and polycythaemia vera — splenectomy risks [17] Myelofibrosis: molecular risk stratification and management review [18] US FDA. Momelotinib approval for myelofibrosis with anaemia [19] US FDA. Luspatercept prescribing information [20] US FDA. Pacritinib approval for myelofibrosis with severe thrombocytopenia [21] US FDA. Ruxolitinib prescribing information — myelofibrosis spleen and symptom endpoints [22] CDC Yellow Book. Asplenia, rapidly progressive sepsis and rescue-antibiotic planning

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