HaematologyAnaemiaNormocytic AnaemiaHaemolytic AnaemiaPredominantly Extravascular

Hereditary Spherocytosis

Hereditary spherocytosis is a genetic hemolytic anemia caused by defects in red blood cell membrane proteins, resulting in spherical, osmotically fragile erythrocytes that are prematurely destroyed in the spleen.

Hereditary Spherocytosis (HS)

Hereditary spherocytosis (HS) is a hereditary red blood cell (RBC) membrane defect characterised by the presence of spherocytes on peripheral blood smear [1][2]. The name itself tells you the story:

  • "Hereditary" = inherited, genetic
  • "Sphero" (Greek sphaira) = sphere, ball-shaped
  • "cyt" (Greek kytos) = cell
  • "osis" = condition/state of

So literally: an inherited condition where red blood cells become sphere-shaped — rather than their normal biconcave disc shape. This loss of the normal biconcave morphology is the central problem, because it renders the cells rigid and prone to destruction (haemolysis), particularly in the spleen.

Key concept: The normal RBC is a biconcave disc with a high surface-area-to-volume ratio. This gives it remarkable deformability — it can squeeze through capillaries and splenic sinusoids that are smaller than itself. A sphere has the lowest surface-area-to-volume ratio of any shape. So a spherocyte is a stiff, non-deformable cell that gets trapped and destroyed.


  • Prevalence: approximately 1 in 2,000–5,000 in Northern European populations [1][2]
    • This makes HS the most common inherited haemolytic anaemia in people of Northern European descent
  • Less common in Southeast Asia [1][2] — important for the Hong Kong context, where thalassaemia and G6PD deficiency are the dominant inherited RBC disorders
  • In Hong Kong, although HS is relatively uncommon compared to thalassaemia (α-thalassaemia trait ~5%, β-thalassaemia trait ~3% in HK [3]), it still appears in clinical practice and exams, and should be in your differential for hereditary haemolytic anaemia with spherocytes on blood film
  • No sex predilection in autosomal dominant forms (equal male:female ratio)
  • 25% of cases are sporadic (negative family history, presumably due to new/de novo mutations) [1][2] — so don't rule out HS just because the family history is negative

High Yield: The most common cause of spherocytes on blood film is warm autoimmune haemolytic anaemia (AIHA), NOT hereditary spherocytosis [4]. This is a favourite exam trap. In warm AIHA, only some red cells are spherocytes (partial membrane loss from macrophage nibbling). In HS, all red cells should be spherocytes on PBS [4] because every cell carries the same genetic defect.


3. Anatomy and Function: The Red Cell Membrane

To understand HS, you must understand the architecture of the RBC membrane. This is the key to the pathophysiology.

3.1 Normal RBC Membrane Structure

The RBC membrane is a lipid bilayer (like all cell membranes) but it is uniquely supported by an underlying cytoskeletal meshwork — a protein lattice that sits just beneath the inner leaflet of the lipid bilayer. Think of it like the scaffolding under a tent canvas.

  • Spectrin (α-spectrin and β-spectrin): The major structural protein. α and β-spectrin chains intertwine to form heterodimers, which then associate head-to-head to form tetramers. These tetramers are the basic building units of the skeleton.
  • Actin (short filaments): At the junctions where spectrin tetramers meet, short actin filaments serve as "hubs" linking multiple spectrin molecules together, creating a hexagonal lattice.
  • Protein 4.1: Stabilises the spectrin-actin junction.

The cytoskeleton must be anchored to the lipid bilayer above it. Two major anchoring complexes exist:

  1. Ankyrin–Band 3 complex (vertical interaction):

    • Ankyrin binds β-spectrin on one end and Band 3 (an integral membrane protein, also called anion exchanger 1/AE1) on the other. This is the primary vertical anchor.
    • Band 3 spans the full thickness of the lipid bilayer.
  2. Protein 4.2: Associates with Band 3 and ankyrin, stabilising this vertical interaction.

  3. Glycophorin C–Protein 4.1 complex: A secondary vertical anchor.

The biconcave disc shape and remarkable deformability of a normal RBC depend entirely on the integrity of these cytoskeletal-membrane interactions. Any defect in these proteins weakens the connection between the skeleton and the lipid bilayer → the unsupported lipid bilayer buds off as tiny vesicles (microvesiculation) → progressive loss of membrane surface area → the cell becomes a sphere.


4. Aetiology and Genetics

  • Autosomal dominant (AD) inheritance in ~75% of cases [1][2]
    • This means a single mutant allele is sufficient to cause disease
    • Affected parent → 50% chance of passing to each child
    • Equal male and female affected
  • ~25% are sporadic (de novo mutations or autosomal recessive inheritance) [1][2]
    • Autosomal recessive HS tends to be more severe (homozygous or compound heterozygous mutations → more severe protein deficiency)
    • ↑ severity if compound heterozygosity [1][2]

The proteins mutated in HS include [1][2]:

Protein DefectGeneInheritanceFrequencyNotes
Ankyrin (ANK1)ANK1AD (most), AR (rare)~40–50% of casesMost common overall cause worldwide
β-SpectrinSPTBAD~15–30%Most commonly cited in HKU lecture slides [1][2]
Band 3 (AE1)SLC4A1AD~20–25%Also causes distal renal tubular acidosis in some mutations
Protein 4.2EPB42AR~3–5%More common in Japanese population
α-SpectrinSPTA1ARRareRequires biallelic mutations (AR), severe

Lecture Slide Note

The GC and Block A lecture slides specifically list β-spectrin (most common), α-spectrin, ankyrin, band 3 or 4.2 mutations as the genetics of HS [1][2]. Note that some international references cite ankyrin as the most common defect overall, while HKU slides highlight β-spectrin first. For exam purposes, know both — but if the slide says β-spectrin is most common, use that framing first.

Unlike thalassaemia and G6PD deficiency (which confer malaria resistance and are thus prevalent in tropical/subtropical regions), HS mutations do not appear to confer any selective advantage against malaria. Their prevalence in Northern Europe likely reflects founder effects and genetic drift in European populations rather than positive natural selection.


5. Pathophysiology

This is the core of the condition. Let's walk through it step by step, from gene to clinical consequence.

↓ cytoskeleton-membrane interaction → ↓ membrane stability [1][2]

  • Whichever protein is mutated (ankyrin, spectrin, band 3, protein 4.2), the result is the same: the lipid bilayer is inadequately tethered to the spectrin skeleton underneath.
  • Think of it as the tent canvas not being properly pegged down to its frame — the canvas flaps loose.

Primary loss of membrane due to microvesiculation → progressive spherocytosis [1][2]

  • The unsupported regions of lipid bilayer bud off as microvesicles (tiny lipid-containing vesicles that pinch off from the cell surface).
  • Each microvesicle carries away a small piece of membrane but the cytoplasmic contents (haemoglobin) stay behind inside the cell.
  • Result: the cell progressively loses surface area without losing volume.
  • As surface area decreases relative to volume, the cell has no choice but to assume the shape with the lowest surface-area-to-volume ratio: a sphere.

  • A normal biconcave disc can fold and squeeze through the tiny (1–3 μm) inter-endothelial slits of the splenic sinusoids in the red pulp.
  • A spherocyte cannot deform to pass through these slits.

Spherocytosis → ↓ deformability → inability to pass through splenic microcirculation → confers liability to haemolysis [1][2]

  • Spherocytes get trapped in the red pulp of the spleen.
  • Once trapped, they are exposed to the hostile splenic environment:
    • Low pH
    • Low glucose
    • High concentration of splenic macrophages
  • The macrophages phagocytose and destroy the trapped spherocytes → extravascular haemolysis
  • This is why splenectomy is effective: remove the site of destruction, and the cells survive longer (even though they remain spherocytic).

An important additional detail: even spherocytes that manage to pass through the spleen on one transit get further "conditioned" — the spleen nibbles off more membrane with each pass. So with each transit through the spleen, the cell loses more membrane and becomes an even more perfect sphere. This is a vicious cycle that accelerates their destruction.


HS is classified by clinical severity, which correlates with the degree of protein deficiency and the extent of haemolysis:

SeverityProportionHaemoglobinReticulocyte CountBilirubinSpherocytes on FilmSpectrin Content (% of normal)Clinical Features
Trait (carrier)~20–30%NormalNormal/minimally ↑NormalOccasional80–100%Asymptomatic; detected on family screening
Mild~20–30%Normal or slightly ↓ (11–15 g/dL)3–8%1–2 mg/dLFew80–100%May present only during aplastic crisis or pregnancy; often compensated haemolysis
Moderate (typical)~40–50%8–12 g/dL> 6%> 2 mg/dLPresent50–80%Chronic anaemia, jaundice, splenomegaly; most common clinical presentation
Severe~3–5%< 8 g/dL, often transfusion-dependentVery high (> 10%)> 3 mg/dLNumerous, + microspherocytes40–60%AR inheritance; often compound heterozygous or homozygous mutations; may need regular transfusions

Exam Focus

The majority of HS cases are mild to moderate, with Hb 8–12 g/dL and reticulocyte count > 6% [1][2]. This is the "typical" HS patient you will encounter in exam scenarios.


7. Clinical Features

7.1 Symptoms

The clinical presentation of HS is that of chronic extravascular haemolysis — variable severity, punctuated by acute crises.

Chronic haemolytic anaemia: variable severity [1][2]

SymptomPathophysiological Basis
Fatigue, lethargy, decreased exercise toleranceReduced oxygen-carrying capacity due to chronic anaemia (Hb 8–12 g/dL)
Pallor↓ Haemoglobin → ↓ colour in skin and mucous membranes
Jaundice (intermittent or persistent)Chronic extravascular haemolysis → ↑ unconjugated bilirubin → exceeds hepatic conjugation capacity → clinically visible when total bilirubin > 2–3 mg/dL. The jaundice is typically acholuric (urine is NOT dark, no bilirubinuria) because unconjugated bilirubin is albumin-bound and not filtered by the kidneys
Dark urineNot from bilirubin (unconjugated bilirubin doesn't pass into urine). May have ↑ urobilinogen: conjugated bilirubin → gut → urobilinogen → some reabsorbed → excreted in urine
Palpitations, dyspnoea on exertionCompensatory ↑ cardiac output to maintain oxygen delivery in anaemia
Gallstone symptoms (biliary colic, RUQ pain)Pigmented (calcium bilirubinate) gallstones form from chronic ↑ unconjugated bilirubin excretion into bile → 50% of adults with HS develop gallstones [1][2]. These are black pigment stones — hard, small, radiopaque. Can present at unusually young age (teenagers/young adults — a hallmark clue)

HS patients have a baseline compensated haemolytic state that can be acutely decompensated by three types of crises:

Crises of anaemia exacerbation complicating typical course of chronic haemolysis [1][2]:

Crisis TypeMechanismClinical Features
Haemolytic crisis↑ severity of haemolysis, uncommon, usually associated with infections [1][2] (viral infections, especially)Acute worsening of anaemia + deepening jaundice + ↑ reticulocyte count. Often self-limiting. The infection likely activates the reticuloendothelial system → ↑ splenic macrophage activity → ↑ destruction of the already-vulnerable spherocytes
Megaloblastic crisisDue to folate deficiency (or less commonly Fe/B12), usually occurring during pregnancy when there is ↑ folate need (if HS first presents in pregnancy) [1][2]. Chronic haemolysis → ↑ erythropoietic demand → ↑ folate consumption → folate stores depleted, especially if dietary intake marginalWorsening anaemia + macrocytosis (↑ MCV) + hypersegmented neutrophils. May be the presenting feature of previously undiagnosed mild HS during pregnancy
Aplastic crisisDue to parvovirus B19 infection → severe anaemia with ↓ reticulocyte count [1][2]. Parvovirus B19 specifically infects erythroid precursors via the P antigen (globoside) receptor → transient pure red cell aplasia. In normal individuals, the ~7-day halt in erythropoiesis is clinically insignificant (normal RBC lifespan ~120 days), but in HS patients whose RBCs have a drastically shortened lifespan (maybe 10–20 days), even a brief halt in production causes a precipitous Hb dropSudden severe anaemia + inappropriately low/absent reticulocyte count (reticulocytopenia). This is the most dangerous crisis. Usually lasts 10–14 days (until immune response clears the virus). Can be life-threatening; may need transfusion

Key Exam Point

Aplastic crisis (parvovirus B19) is characterised by severe anaemia with a LOW reticulocyte count — this is the key differentiator from haemolytic crisis (where reticulocyte count is HIGH). A falling Hb with a low reticulocyte count in a known HS patient = parvovirus B19 until proven otherwise.

  • Neonatal jaundice (NNJ) [1][2] — HS is an important cause of pathological NNJ in the first 24–48 hours of life
    • Why? Neonatal liver has immature glucuronyl transferase → limited capacity to conjugate bilirubin → the chronic haemolysis of HS pushes the already-stressed system over the edge
    • May require phototherapy or exchange transfusion
    • Family history of anaemia, jaundice, or splenectomy in a neonate with unconjugated hyperbilirubinaemia should raise suspicion

SignPathophysiological Basis
Pallor (conjunctival, palmar crease)Anaemia
Jaundice (scleral icterus, skin)↑ Unconjugated bilirubin from chronic haemolysis
Splenomegaly [1][2]The spleen is the site of extravascular haemolysis. Chronic work hypertrophy of the splenic red pulp macrophages and congestion with trapped spherocytes → splenomegaly. Usually mild to moderate (cf. massive splenomegaly in myelofibrosis or CML). In some cases, hypersplenism develops → worsening cytopenias
Hepatomegaly (uncommon)If present, consider extramedullary haematopoiesis (in severe cases) or iron overload (in transfusion-dependent patients)
Leg ulcers (rare, in severe cases)Impaired microcirculation from rigid spherocytes → tissue ischaemia in dependent areas. More commonly seen in other haemolytic anaemias (e.g. sickle cell) but can occur in severe HS
Growth retardation / skeletal changes (severe cases)Chronic anaemia → compensatory bone marrow expansion → frontal bossing, maxillary hypertrophy (similar to thalassaemia major but much milder and rarer in HS because the anaemia is usually less severe)
Signs of gallstone diseaseRUQ tenderness, Murphy's sign if cholecystitis develops from pigmented gallstones

Distinguishing HS from Warm AIHA at the Bedside

Both HS and warm AIHA produce spherocytes + extravascular haemolysis + splenomegaly + jaundice. Key clinical distinguishing features:

  • HS: Positive family history (75%), lifelong history of anaemia/jaundice from childhood, gallstones at young age, DAT (Coombs') test NEGATIVE
  • Warm AIHA: Usually acquired in adulthood, may be associated with autoimmune disease (SLE) or lymphoma, DAT (Coombs') test POSITIVE (IgG ± C3)
  • On peripheral blood smear: In HS, all red cells should be spherocytes; in warm AIHA, some red cells are spherocytes, some are not [4]

7.3 Laboratory Features (Pre-Diagnostic — What You See)

Before discussing the formal diagnostic workup (which I will cover in detail in the next section), here are the laboratory findings you would encounter that point you toward HS:

Markers of extravascular haemolysis: ↑ LDH, ↑ unconjugated bilirubin [1][2]

ParameterFindingWhy
LDH↑Released from lysed RBCs. LDH is the most important parameter for working up and ruling out haemolysis — if normal, it is not haemolysis [4]
Unconjugated (indirect) bilirubin↑Haem from destroyed RBCs → converted to unconjugated bilirubin → exceeds hepatic conjugation capacity
Haptoglobin↓ or absentHaptoglobin binds free haemoglobin released from haemolysed RBCs → complex cleared by liver → depletes haptoglobin
Reticulocyte count↑ (> 6% in typical cases) [1][2]Bone marrow compensatory response to anaemia — ↑ erythropoiesis
Urobilinogen (urine)↑More bilirubin conjugated → more urobilinogen produced in gut → more reabsorbed and excreted in urine
Direct Coombs' test (DAT)NEGATIVE [1][2]Rules out immune-mediated haemolysis (warm AIHA). This is a critical test

CBC: anaemia, MCV variable (↓ in neonates, N/↑ in children or adults due to reticulocytosis) [1][2]

ParameterFindingWhy
Haemoglobin↓ (typically 8–12 g/dL in moderate HS)Ongoing haemolysis exceeds compensatory reticulocytosis
MCVVariable — may be normal or slightly ↑Reticulocytes are larger than mature RBCs → reticulocytosis raises MCV. In neonates, MCV may be low
MCHC≥ 36 g/dL (elevated) [1]Spherocytes have lost membrane (volume stays same but water is also lost) → haemoglobin is concentrated into a smaller volume → higher MCHC. Very high MCHC = spherocytosis [5]. This is almost pathognomonic — very few conditions raise MCHC
RDW↑Anisocytosis (variation in RBC size) — a mix of spherocytes, reticulocytes, and normal cells

High Yield: An elevated MCHC (≥ 36 g/dL) is one of the most useful screening clues for spherocytosis [5]. MCHC is normally tightly regulated at 33–36 g/dL. Almost nothing raises it above 36 except spherocytosis (HS or warm AIHA). This is because dehydrated, membrane-depleted spherocytes have a higher haemoglobin concentration per unit volume of RBC.

Blood film: spherocytes, polychromasia [1][2]

  • Spherocytes: Small, round, densely staining RBCs without the central pallor (because there's no indentation — the cell is spherical). In HS, essentially all RBCs are spherocytes [4]
  • Polychromasia: Larger, slightly blue-tinged cells = reticulocytes (contain residual RNA which stains blue). Indicates active bone marrow response

Bone marrow: erythroid hyperplasia [1][2]

  • The marrow is trying to compensate for ongoing haemolysis by ramping up red cell production
  • You generally do NOT need to do a bone marrow biopsy to diagnose HS — it's diagnosed by peripheral blood findings and confirmatory tests

8. Understanding Key Pathophysiological Connections

Let me explicitly connect some clinical features back to their pathophysiological basis, as this is what examiners test:

Because spherocytes are selectively trapped in the splenic red pulp (they can't squeeze through the sinusoidal slits). The spleen becomes engorged with trapped RBCs and its macrophages undergo work hypertrophy from constantly phagocytosing these cells → organ enlarges.

Removing the spleen removes the site of destruction. The spherocytes still exist (the genetic defect persists), but without the spleen to trap and destroy them, they survive longer in the circulation. Post-splenectomy, Hb usually normalises, though spherocytes persist on blood film.

Chronic haemolysis → chronic ↑ unconjugated bilirubin → liver conjugates as much as it can → ↑ conjugated bilirubin excreted in bile → supersaturation of bile with calcium bilirubinate → black pigment gallstones. This process starts in childhood, so gallstones can present in teenagers — much earlier than the typical cholesterol gallstones of middle-aged women.

Chronic haemolysis → compensatory ↑ erythropoiesis → ↑ cell division in marrow → ↑ folate demand (folate is essential for DNA synthesis). If dietary intake doesn't keep up, folate deficiency develops → megaloblastic crisis.

Parvovirus B19 has tropism for erythroid precursors (binds P antigen on proerythroblasts). It causes a transient red cell aplasia lasting ~7–14 days. In a normal person with RBC lifespan of 120 days, losing 7–14 days of production causes a negligible Hb drop. But in HS, where RBC lifespan may be only 10–20 days, losing even a week of production means nearly all circulating RBCs will have been destroyed without replacement → catastrophic anaemia.


Before we discuss the formal DDx and diagnostic workup in the next section, it's worth noting the key differential when you see spherocytes:

ConditionSpherocytesDATFamily HistoryOnset
Hereditary spherocytosisAll RBCsNegativeUsually positive (75%)Lifelong
Warm AIHASome RBCs [4]Positive (IgG ± C3)NegativeAcquired
ABO incompatibility (neonatal)Some RBCsPositiveN/ANeonatal
Clostridial sepsisSome RBCsNegativeNegativeAcute
BurnsSome RBCsNegativeNegativeAcute

Clinical Pearl

The most common cause of spherocytes on blood film is warm AIHA, not hereditary spherocytosis [4]. Always do a DAT (direct Coombs' test) when you see spherocytes. If DAT is positive → think AIHA. If DAT is negative + positive family history + lifelong history → think HS.


High Yield Summary

  1. Definition: Hereditary RBC membrane defect → spherocytes on PBS
  2. Epidemiology: 1/2,000–5,000 in Northern Europe; less common in SE Asia/HK; 75% AD, 25% sporadic
  3. Genetics: β-spectrin (most commonly cited in HKU slides), ankyrin (most common worldwide), band 3, protein 4.2, α-spectrin
  4. Pathophysiology chain: Defective membrane protein → ↓ cytoskeleton-membrane linkage → microvesiculation → loss of membrane → spherocyte → splenic trapping → extravascular haemolysis
  5. Clinical features:
    • Chronic haemolytic anaemia (Hb 8–12 g/dL, reticulocytes > 6%)
    • Jaundice (unconjugated hyperbilirubinaemia)
    • Splenomegaly
    • Pigmented gallstones (50% adults)
    • NNJ in neonates
  6. Crises: Haemolytic (infections), Megaloblastic (folate depletion), Aplastic (parvovirus B19 — LOW reticulocytes!)
  7. Key labs: ↑ LDH, ↑ unconjugated bilirubin, ↓ haptoglobin, ↑ reticulocytes, ↑ MCHC (≥ 36), DAT negative
  8. Blood film: Spherocytes (ALL cells) + polychromasia; vs. warm AIHA (some cells spherocytic)
  9. Most common cause of spherocytes = warm AIHA, not HS

Active Recall - Hereditary Spherocytosis (Definition to Clinical Features)

[1] Lecture slides: Block A - Family history of anaemia: inherited causes of anaemia; haemolytic anaemia; aplastic anaemia.pdf [2] Senior notes: Ryan Ho Haemtology.pdf (Section 2.5.1.1 Hereditary Spherocytosis) [3] Senior notes: MBBS Final MB (Pediatrics) (Felix PY Lai).pdf (Thalassaemia epidemiology section) [4] Senior notes: Block A - Pallor: diagnosis of anaemia; nutritional anaemia; anaemia of systemic diseases.pdf (Spherocytes in HS vs warm AIHA; LDH importance) [5] Senior notes: Ryan Ho Fundamentals.pdf (Red cell indices table — MCHC) [6] Senior notes: Adrian Lui Pediatrics Notes.pdf (p375, HS section) [7] Senior notes: Maksim Surgery Notes.pdf (Splenectomy section) [8] Senior notes: Block A - Many members of the family have anaemia.pdf [9] Senior notes: MBBS Final MB (Surgery) (Felix PY Lai).pdf (Gallstones section — haemolysis as risk factor)

Differential Diagnosis of Hereditary Spherocytosis

When you encounter a patient with suspected hereditary spherocytosis, you are really working through two overlapping clinical questions:

  1. "This patient has haemolytic anaemia — what is the cause?" (The broad DDx of haemolytic anaemia)
  2. "I see spherocytes on the blood film — what conditions produce spherocytes?" (The focused DDx of spherocytosis)

Let's systematically work through both, because the exam can present the problem from either angle.


A. Differential Diagnosis of Spherocytes on Peripheral Blood Smear

This is the most high-yield framing. You see spherocytes — small, round, densely staining RBCs without central pallor — and need to decide why.

High Yield (GC Lecture Slide): Spherocytes on blood film are suggestive of hereditary spherocytosis and immune haemolytic anaemia [1][10]. The direct antiglobulin test (DAT) is positive in immune haemolytic anaemia [1][10] — this is the critical bifurcation point.

The Single Most Important Question When You See Spherocytes

Is the Direct Antiglobulin Test (DAT / Direct Coombs' Test) positive or negative?

  • DAT positive → Immune-mediated spherocytosis (warm AIHA, drug-induced AIHA, ABO haemolytic disease of newborn, delayed transfusion reaction)
  • DAT negative → Non-immune spherocytosis (hereditary spherocytosis, Wilson disease with haemolysis, Clostridial sepsis, severe burns, hypersplenism, hereditary stomatocytosis misread as spherocytes)

This single test cuts your differential in half.

ConditionMechanism Producing SpherocytesKey Distinguishing Features
Warm autoimmune haemolytic anaemia (AIHA)IgG autoantibodies coat RBCs → splenic macrophages nibble off antibody-coated membrane → progressive loss of surface area → spherocyte [4][11]Most common cause of spherocytes overall [4]. DAT positive for IgG ± C3. Only some RBCs are spherocytes (not all) [4]. Acquired, usually adults. Associated with SLE, CLL, lymphoma, drugs (methyldopa, L-DOPA) [11]
Cold AIHAIgM binds RBCs in cold peripheries → fixes complement → C3b opsonisation → hepatic macrophage-mediated membrane loss → some spherocyte formation (though agglutination and intravascular haemolysis dominate)DAT positive for C3d only. PBS: RBC agglutination [1][10]. Aggravated by cold. Associated with lymphoma, Mycoplasma, EBV [11]
Drug-induced immune haemolytic anaemiaDrug-dependent or drug-independent antibodies → same mechanism as warm AIHATemporal relationship with drug. DAT positive. Common culprits: penicillins, cephalosporins, methyldopa, fludarabine
ABO haemolytic disease of the newborn (HDN)Maternal anti-A or anti-B IgG crosses placenta → coats fetal RBCs → extravascular haemolysisNeonatal jaundice + anaemia + spherocytes in neonate. DAT positive. Mother is usually blood group O
Delayed haemolytic transfusion reactionAnamnestic antibody response to transfused RBC antigens → antibody-coated donor RBCs destroyedHistory of recent transfusion (typically 3–14 days prior). DAT positive. New anaemia + jaundice post-transfusion

ConditionMechanism Producing SpherocytesKey Distinguishing Features
Hereditary spherocytosis (HS)↓ cytoskeleton-membrane interaction → microvesiculation → loss of membrane → spherocyte [2][6]AD inheritance (75%), 25% sporadic [2][6]. Lifelong history. All RBCs are spherocytes [4]. MCHC ≥ 36 g/dL [6]. Positive family history. ↓ EMA binding on flow cytometry [6][12]. ↑ osmotic fragility [12]
Hereditary elliptocytosis — spherocytic variant (HSE)Spectrin/protein 4.1 mutations → some elliptocytes undergo further membrane loss → spherocytesMix of elliptocytes AND spherocytes on film [2]. Family history. Similar management to HS
Wilson disease (acute presentation)Copper-mediated oxidative damage to RBC membrane → direct membrane injury + complement activation → Coombs-negative haemolysis with spherocytesYoung patient with Coombs-negative haemolytic anaemia [13] + acute liver failure. Low ceruloplasmin. Kayser-Fleischer rings. Ratio of ALP/bilirubin characteristically low
Clostridial sepsis (Clostridium perfringens)Clostridial phospholipase C (α-toxin) directly digests the phospholipid bilayer → massive membrane loss → spherocytosis + intravascular haemolysisAcutely ill, septic patient. Often post-surgical or with gas gangrene. Severe intravascular haemolysis (haemoglobinuria, DIC)
Severe thermal burnsDirect heat denaturation of membrane proteins → membrane loss → spherocytesObvious clinical context
HypersplenismSplenic "conditioning" — normal RBCs repeatedly passage through congested spleen → progressive membrane lossMassive splenomegaly from any cause (portal hypertension, myeloproliferative neoplasms). Pancytopenia
Hereditary stomatocytosis / xerocytosisDefect in cation permeability → cell dehydration (xerocytosis) or overhydration (hydrocytosis) → altered morphology that can mimic spherocytesStomatocytes or target cells more prominent. May be misidentified as spherocytes. Important to distinguish because splenectomy is contraindicated (causes thrombosis)

Wilson Disease – Don't Miss This

Wilson disease presenting as fulminant hepatic failure has a very specific feature: young patient with no obvious cause for fulminant liver failure + Coombs-negative haemolytic anaemia [13]. The haemolysis is due to copper released from necrotic hepatocytes damaging RBC membranes. This is an important exam mimic of HS — both are DAT-negative with spherocytes, but Wilson's presents acutely with liver failure.


B. Broader Differential Diagnosis of Haemolytic Anaemia

If the exam presents a patient with features of haemolysis (jaundice + anaemia + reticulocytosis + ↑ LDH + ↓ haptoglobin) rather than specifically mentioning spherocytes, you need the full haemolytic anaemia differential. This is how HS sits within the broader framework.

GC Lecture Slide: Laboratory features of haemolytic anaemia: anaemia (mildly macrocytic usually) with reticulocytosis, increase in unconjugated bilirubin and LDH, reduced serum haptoglobin, increased methaemalbuminemia [1][10]

FeatureHSG6PD DeficiencyWarm AIHAβ-Thalassaemia TraitSickle Cell Disease
InheritanceAD (75%)X-linked recessiveAcquiredARAR
HK RelevanceUncommonCommon (4.5% males, 0.5% females) [11]Common (acquired)Common (3% trait) [3]Rare in HK
OnsetLifelongEpisodic (triggered)Usually adultLifelong (usually asymptomatic)Childhood
PBSSpherocytes (all)Bite cells, Heinz bodies [11][14]Spherocytes (some) [4]Microcytic, target cells, basophilic stippling [9]Sickle cells, target cells
MCVNormal or ↑NormalNormal or ↑↓ (microcytic)Normal
MCHC≥ 36 g/dL [6]NormalMay be ↑↓Normal
DATNegative [6]NegativePositive (IgG ± C3) [1]NegativeNegative
Key IxEMA binding, osmotic fragility [12]G6PD assay (after recovery)DATHb electrophoresis (↑ HbA2)Hb electrophoresis (HbS)
Haemolysis typeChronic extravascularAcute intravascular (episodic)Chronic extravascularMild (usually compensated)Chronic + acute crises
SplenomegalyYesNo (unless chronic)YesRarely significantYes (early), then autosplenectomy

C. Differential Diagnosis in Specific Clinical Scenarios

HS is an important cause of pathological NNJ [2][6]. The differential in this setting:

ConditionDATClue
HSNegativeFamily history of anaemia/splenectomy/gallstones
ABO HDNPositiveMother group O, baby group A or B
Rh HDNPositiveRh-negative mother, Rh-positive baby
G6PD deficiencyNegativeMale infant, ethnic background (Chinese/SE Asian), bite cells on film

Gallstones in a teenager or young adult should trigger the thought of chronic haemolysis. DDx:

  • Hereditary spherocytosis → pigmented gallstones (50% adults) [2][6]
  • Sickle cell disease
  • Thalassaemia intermedia
  • Hereditary elliptocytosis
  • G6PD deficiency (if chronic variant)
  • Gilbert syndrome (can co-exist and worsen jaundice but doesn't cause gallstones by itself — actually, the combination of Gilbert + mild haemolysis dramatically increases gallstone risk)

The key DDx here is not "what caused the haemolysis" but "why did the patient suddenly decompensate?"

CauseReticulocyte CountMechanism
Aplastic crisis (Parvovirus B19) [2][6]↓↓ (inappropriately low)Parvovirus B19 infects erythroid precursors → transient red cell aplasia
Haemolytic crisis↑↑ (appropriately elevated)Intercurrent infection → ↑ RES activity → ↑ haemolysis
Megaloblastic crisis↓ or normalFolate depletion → ineffective erythropoiesis

The following mermaid diagram captures the clinical decision pathway when you encounter a patient with anaemia + haemolysis + spherocytes:


Exam Trap 1: Warm AIHA vs HS

Warm AIHA is the most common cause of spherocytes — not hereditary spherocytosis [4][10]. In an exam, if you see spherocytes, your reflex should be to check the DAT, not to jump to HS. The exam may deliberately present a middle-aged woman with new-onset anaemia + spherocytes to tempt you into diagnosing HS when it is actually warm AIHA.

Key differences:

  • HS: lifelong, family history, ALL cells spherocytic, DAT negative
  • Warm AIHA: acquired, SOME cells spherocytic, DAT positive, often associated with underlying disease

Exam Trap 2: G6PD Deficiency in HK

In Hong Kong, G6PD deficiency is far more prevalent (4.5% males) than HS [11]. Both cause haemolytic anaemia. But G6PD deficiency is characterised by episodic intravascular haemolysis triggered by oxidant stress (infections, fava beans, drugs like dapsone, sulphonamides, anti-malarials) [11], with bite cells on PBS [14] — NOT spherocytes. HS causes chronic extravascular haemolysis with spherocytes. Don't confuse them.

Exam Trap 3: Thalassaemia Trait Confusion

Both thalassaemia trait and HS are inherited and lifelong. But thalassaemia trait gives microcytic hypochromic anaemia (low MCV, low MCH) with target cells and basophilic stippling [9], whereas HS gives normal/high MCV, raised MCHC, and spherocytes. The MCV and MCHC immediately separate them. Also: thalassaemia trait is usually well-compensated with minimal haemolysis, whereas HS has overt haemolytic markers.


InvestigationHSWarm AIHAG6PDThalassaemiaMAHA
DATNegativePositiveNegativeNegativeNegative
PBSSpherocytes (all)Spherocytes (some)Bite cellsTarget cells, basophilic stipplingSchistocytes
MCVN / ↑N / ↑N↓N / ↓
MCHC≥ 36May be ↑N↓N
EMA binding↓NNNN
Osmotic fragility↑May be ↑N↓N
Hb electrophoresisNNN↑ HbA2 / HbFN
G6PD assayNN↓NN
Platelet countNN (↓ if Evans)NN↓↓

Key GC Lecture Point: The blood film in haemolytic anaemia is extremely valuable as it provides clues to aetiology [2]. Polychromasia (reticulocytes), spherocytes (HS or AIHA), RBC fragmentation (MAHA), and RBC agglutination (cold agglutinin disease) are the four morphological patterns to recognise [1][10].


High Yield Summary — Differential Diagnosis of Hereditary Spherocytosis

  1. The pivotal test when you see spherocytes is the DAT (Coombs' test):
    • DAT positive → immune-mediated (warm AIHA most common, also drug-induced AIHA, HDN, delayed transfusion reaction)
    • DAT negative → HS (most common non-immune cause), Wilson disease (acute liver failure), Clostridial sepsis, burns, hypersplenism
  2. Warm AIHA is the most common cause of spherocytes overall — not HS
  3. In HK: G6PD deficiency (4.5% males) and thalassaemia trait (5% α, 3% β) are far more prevalent inherited causes of haemolytic anaemia than HS. Distinguish by PBS morphology (bite cells for G6PD, target cells for thal, spherocytes for HS)
  4. HS vs Warm AIHA: HS = all RBCs spherocytic, lifelong, family history, DAT negative, MCHC ≥ 36. Warm AIHA = some RBCs spherocytic, acquired, DAT positive
  5. Young patient + Coombs-negative haemolytic anaemia + liver failure = think Wilson disease
  6. Pigmented gallstones in a young person = chronic haemolysis until proven otherwise (HS, SCD, thalassaemia intermedia)

Active Recall - Differential Diagnosis of Hereditary Spherocytosis

References

[1] Lecture slides: GC 047. Family history of anaemia.pdf (Haemolytic anaemia laboratory features slide; spherocytes and DAT) [2] Senior notes: Ryan Ho Haemtology.pdf (Section 2.5.1.1 Hereditary Spherocytosis; PBS morphology in haemolysis) [3] Senior notes: MBBS Final MB (Pediatrics) (Felix PY Lai).pdf (Thalassaemia epidemiology section — HK prevalence) [4] Senior notes: Block A - Pallor: diagnosis of anaemia; nutritional anaemia; anaemia of systemic diseases.pdf (Spherocytes in HS vs warm AIHA; most common cause of spherocytes) [6] Senior notes: Adrian Lui Pediatrics Notes.pdf (p375, HS section — DAT negative, MCHC ≥ 36, EMA binding, osmotic fragility) [9] Senior notes: Block A - Introduction to Haematological investigations (CBP, Clotting).pdf (Thalassaemia vs IDA blood film) [10] Lecture slides: Haematology Introduction to Haematological investigations (CBP, Clotting).pdf (Haemolytic anaemia laboratory features slide) [11] Senior notes: Maksim Medicine Notes.pdf (Haemolytic anaemia table — G6PD prevalence, warm/cold AIHA, HS summary) [12] Senior notes: Block A - Family history of anaemia: inherited causes of anaemia; haemolytic anaemia; aplastic anaemia.pdf (EMA binding, osmotic fragility, parvovirus B19) [13] Senior notes: Block A - Patients with non-viral chronic liver diseases.pdf (Wilson disease — Coombs-negative haemolytic anaemia in fulminant liver failure) [14] Senior notes: MBBS Final MB (Pediatrics) (Felix PY Lai).pdf (PBS morphologies — bite cells for G6PD, spherocytes for HS/AIHA)

Diagnostic Criteria, Diagnostic Algorithm and Investigations for Hereditary Spherocytosis

1. Diagnostic Criteria

Unlike many conditions, there is no single universally standardised "diagnostic criteria checklist" for hereditary spherocytosis with weighted points. Instead, the diagnosis is made by integrating clinical features, family history, laboratory evidence of chronic haemolysis, characteristic blood film findings, and confirmatory tests — essentially a clinicopathological diagnosis. The 2011 British Society for Haematology (BSH) guidelines and the 2004 International Council for Standardization in Haematology (ICSH) provide the most widely referenced diagnostic framework.

A diagnosis of HS can be established when all of the following are present:

CriterionDetailsWhy This Is Needed
1. Clinical features of chronic haemolysisAnaemia (variable), jaundice, splenomegaly, gallstones at young age, OR neonatal jaundiceEstablishes that haemolysis is occurring
2. Family history (present in ~75%)AD inheritance pattern — parent/sibling with anaemia, jaundice, splenectomy, or gallstones. 25% are sporadic (negative FHx) [6] — so absence does not excludeSupports hereditary aetiology
3. Blood film: spherocytesSpherocytes (loss of central pallor) [1][14][15] + polychromasia [1][10]Identifies the morphological hallmark
4. Laboratory evidence of haemolysis↑ unconjugated bilirubin, ↑ LDH, ↓ haptoglobin, ↑ reticulocyte count [1][10]Confirms haemolysis biochemically
5. MCHC ≥ 36 g/dLMCHC is often raised [1][6] — one of the few conditions that elevates MCHCStrong supportive evidence
6. Negative Direct Antiglobulin Test (DAT)DAT positive in immune haemolytic anaemia [1][10] — must be negative to exclude AIHACritical exclusion step
7. Positive confirmatory test↓ Eosin-5-maleimide (EMA) binding [1][6] on flow cytometry (preferred first-line) OR ↑ osmotic fragility test [1][6][12]Provides definitive laboratory confirmation

GC Lecture Slide – Key Diagnostic Points

The GC 047 slide explicitly lists the following as the diagnostic features [1]:

  • Extravascular haemolysis
  • Blood film — spherocytes
  • MCHC is often raised
  • Osmotic fragility test
  • Eosin-5-maleimide binding (decreased binding in HS)

These are the points most likely to appear on the in-house written paper.

In patients with a classic presentation (positive family history in first-degree relative + typical clinical features + spherocytes on PBS + elevated MCHC + negative DAT + evidence of haemolysis), the BSH guidelines state that further confirmatory testing (EMA, osmotic fragility) is not mandatory — the diagnosis is clinically secure. Confirmatory tests become essential when:

  • Family history is negative (sporadic cases — 25%)
  • The clinical picture is ambiguous
  • The PBS findings are subtle (mild HS with few spherocytes)
  • You need to distinguish from other causes of DAT-negative spherocytosis (e.g., hereditary stomatocytosis — important because splenectomy is contraindicated in stomatocytosis)

Here is the systematic approach to diagnosing hereditary spherocytosis, presented as a clinical workflow:

Key Principle: LDH is the most important parameter for working up and ruling out haemolysis — if normal, it is not haemolysis [4]. Always start here. If LDH is normal, stop the haemolysis workup and reconsider your differential.


3. Investigation Modalities — Detailed Explanation

Let us now go through each investigation in depth, explaining what it is, why we do it, what we find in HS, and how to interpret it.


What: Automated analysis of blood providing Hb, MCV, MCH, MCHC, RDW, WBC, platelet count.

Findings in HS [6][2]:

ParameterTypical FindingInterpretation
Haemoglobin↓ (8–12 g/dL in moderate HS)Reflects degree of haemolysis exceeding marrow compensation
MCVVariable (↓ in neonate, N/↑ in children/adults due to reticulocytosis) [6]Reticulocytes are 20% larger than mature RBCs → reticulocytosis elevates MCV. In neonates, spherocytes are small → low MCV
MCHC≥ 36 g/dL [1][6]This is almost pathognomonic. Spherocytes are dehydrated and membrane-depleted → haemoglobin is concentrated in a smaller volume. Very few conditions elevate MCHC above 36: HS, warm AIHA (less consistently), and severe dehydration
RDW↑Anisocytosis — mixture of spherocytes (small, dense) and reticulocytes (large, blue)
RBC countMay be relatively preserved or ↓Depends on severity and marrow compensation

Why MCHC matters so much: MCHC = Hb / Haematocrit. It tells you the average haemoglobin concentration within the red cell. Normally, this is tightly regulated at 33–36 g/dL. In spherocytosis, the cell has lost membrane (and with it some water) but kept its haemoglobin → same Hb crammed into a smaller, denser cell → MCHC rises above 36. This is one of the most useful automated screening clues — many haematologists use MCHC > 35.5–36 g/dL combined with elevated RDW as a screening trigger for further HS testing.


What: Measures the proportion of immature red cells (reticulocytes) in peripheral blood, reflecting bone marrow erythropoietic output.

Findings in HS [6][2]:

  • Reticulocyte count > 6% (can range from 3–15% depending on severity)
  • Absolute reticulocyte count also elevated

Interpretation: A high reticulocyte count confirms the marrow is responding appropriately to the haemolysis — the "factory is working well" [4]. This is compensatory erythropoiesis.

Critical exception: In aplastic crisis (parvovirus B19), the reticulocyte count drops precipitously [6][2] — this is the hallmark distinguishing aplastic crisis from haemolytic crisis. An inappropriately low reticulocyte count in a known HS patient with worsening anaemia = parvovirus B19 until proven otherwise.


What: Manual microscopic examination of a Wright-Giemsa stained thin blood film.

Blood film is extremely valuable as it provides clues to aetiology [2][4][14].

Findings in HS [1][6][10][14]:

MorphologyDescriptionSignificance
SpherocytesSmall, round, densely staining RBCs without central pallor [14][15]. In HS, all RBCs are spherocytes [4] because every cell carries the same genetic defectThe morphological hallmark. Loss of central pallor occurs because the cell is spherical — there's no biconcave indentation to create the pale centre
PolychromasiaLarger, slightly bluish-purple cellsThese are reticulocytes. They stain blue because they still contain residual mRNA (ribosomes). Their presence indicates active marrow compensation [1][10]
MicrospherocytesVery small, very dense spherocytesSeen in severe HS. Cells that have undergone extensive membrane loss
Absence of central pallorUniformly staining red cellsDifferentiates spherocytes from normal RBCs (which have central pallor due to biconcavity)

GC Lecture Slide – PBS in Haemolytic Anaemia

Blood film findings in haemolytic anaemia [1][10]:

  • Polychromasia
  • Spherocytes (hereditary spherocytosis, immune haemolytic anaemia)
  • RBC fragmentation (microangiopathic haemolysis)
  • RBC agglutination (cold agglutinin disease)
  • Direct antiglobulin test — positive in immune haemolytic anaemia

Learn these four patterns — they are high-yield for identifying the cause of haemolysis from the blood film alone.


What: A set of blood tests that together confirm haemolysis is occurring.

Laboratory features of haemolytic anaemia [1][10]:

MarkerExpected FindingMechanism / Rationale
LDH↑LDH (lactate dehydrogenase) is an intracellular enzyme abundant in RBCs. When RBCs are destroyed, LDH is released into the serum. LDH is the most important parameter for working up and ruling out haemolysis — if normal, it is not haemolysis [4]
Unconjugated bilirubin↑ [1][6][10]Haem from destroyed RBCs → haem oxygenase → biliverdin → biliverdin reductase → unconjugated (indirect) bilirubin. Exceeds liver's conjugation capacity → elevated in serum
Haptoglobin↓ or absent [1][10]Haptoglobin binds free haemoglobin released from lysed RBCs → haptoglobin-Hb complex cleared by hepatic macrophages → serum haptoglobin depleted. Very sensitive marker — falls early
Methaemalbuminemia↑ [1][10]When haptoglobin is saturated, free haem binds to albumin → forming methaemalbumin. Indicates severe or sustained haemolysis
Urinary urobilinogen↑More conjugated bilirubin excreted → more urobilinogen formed in gut → more reabsorbed → excreted in urine

What about direct (conjugated) bilirubin? — Should be normal or minimally elevated. If direct bilirubin is disproportionately high, think of concurrent hepatic or post-hepatic pathology (e.g., gallstone obstructing the CBD — a real complication of HS).


What: Detects antibodies (IgG) or complement (C3) already bound to the surface of the patient's RBCs.

Principle: Patient's washed RBCs are incubated with anti-human globulin (Coombs' reagent). If IgG or C3 is bound to the RBC surface, the reagent causes agglutination → positive test.

Finding in HS: Negative [1][6][10]

Finding in immune haemolytic anaemia: Positive [1][10][11]

DAT ResultSpecificitiesDiagnosis
Positive for IgG ± C3Anti-IgGWarm AIHA
Positive for C3d onlyAnti-C3dCold AIHA
Negative—HS, G6PD deficiency, Wilson disease, PNH, mechanical haemolysis, Clostridial sepsis

Why this test is critical: It is the single most important test to separate immune from non-immune causes of spherocytosis. In clinical practice and exams, your first reflex upon seeing spherocytes should be to order a DAT.


What: A flow cytometric assay that quantifies the binding of the fluorescent dye eosin-5-maleimide (EMA) to Band 3 protein and other cytoskeletal proteins (Rh-related proteins, glycophorin A, CD47) on the RBC surface.

Principle from first principles:

  • EMA = "eosin" (a fluorescent dye) + "5-maleimide" (a chemical group that covalently binds to sulphydryl groups on proteins)
  • Band 3 is the major integral membrane protein of the RBC
  • In HS, membrane protein content is reduced (due to microvesiculation and primary protein deficiency) → fewer binding sites for EMA → decreased fluorescence on flow cytometry

Finding in HS: ↓ EMA binding (decreased fluorescence compared to normal control) [1][6][11][12]

Performance:

  • Sensitivity: ~90–93%
  • Specificity: ~95–99%
  • This is superior to the osmotic fragility test in both sensitivity and specificity [6]

Advantages over osmotic fragility test:

  • Requires only a small blood volume (can test neonates)
  • Rapid (results in hours, not 24 hours)
  • Not affected by recent transfusion (can test within 2–3 days of transfusion if using patient's own cells with gating)
  • More objective (flow cytometric readout vs. visual assessment of haemolysis)

Limitations:

  • EMA binding can also be reduced in hereditary pyropoikilocytosis (HPP), Southeast Asian ovalocytosis (SAO), congenital dyserythropoietic anaemia type II (CDA II), and cryohydrocytosis — so it is not 100% specific for HS alone, but these are rare
  • Requires access to a flow cytometer (available in most haematology labs in Hong Kong)

High Yield: Flow cytometric analysis showing ↓ eosin-5-maleimide (EMA) binding on red cell skeletal proteins is the preferred first-line confirmatory test for HS [1][6][12].


What: A functional test that assesses how susceptible RBCs are to lysis when placed in hypotonic solutions of decreasing NaCl concentration.

Principle from first principles:

  • When you place an RBC in a hypotonic solution (lower NaCl concentration than plasma), water enters the cell by osmosis.
  • A normal biconcave disc has "excess" membrane — it can swell considerably before reaching its maximum volume and lysing.
  • A spherocyte has already lost excess membrane — it is already at near-maximum volume. It has very little capacity to swell before the membrane ruptures → it lyses at a higher NaCl concentration (i.e., in a less hypotonic solution) than a normal RBC.

Finding in HS: ↑ osmotic fragility compared to normal RBCs when exposed to hypotonic solutions of decreasing tonicities [6][12]

Graphical interpretation:

  • The osmotic fragility curve plots % haemolysis (y-axis) against NaCl concentration (x-axis, decreasing from left to right).
  • In HS, the curve shifts to the RIGHT, meaning that at all levels of NaCl, the degree of lysis is higher than that of normal RBCs [12]. In other words, HS RBCs begin lysing at a higher NaCl concentration (more "fragile" in hypotonic solutions).

Pre-incubation at 37°C for 24 hours: Increases diagnostic yield [6]. Why? Pre-incubation at 37°C in sterile conditions allows the RBCs to metabolise glucose and slowly lose membrane in vitro (mimicking what happens in vivo). Normal cells tolerate this well, but HS spherocytes — already compromised — become even more spherocytic after 24 hours, exaggerating the fragility difference.

Performance [6]:

  • Low sensitivity and specificity compared to flow cytometry (EMA binding)
  • False negatives: mild HS (especially HS trait), iron deficiency (which makes cells more resistant to osmotic lysis because microcytes have higher SA:V ratio)
  • False positives: warm AIHA (spherocytes from any cause will increase fragility), recent transfusion
  • For these reasons, EMA binding has largely replaced OFT as the first-line confirmatory test. OFT is used when EMA binding is not available [6]

Finding: Erythroid hyperplasia [6]

Interpretation: The marrow is responding to chronic haemolysis by increasing red cell precursor production. You see a shift in the myeloid:erythroid (M:E) ratio from the normal ~3:1 to < 2:1 or even 1:1.

Clinical utility: Rarely needed for HS diagnosis. A bone marrow biopsy is NOT routinely indicated. It may be performed if:

  • There is diagnostic uncertainty (e.g., aplastic crisis with pancytopenia raising concern for aplastic anaemia or haematological malignancy)
  • You suspect a concurrent marrow disorder

InvestigationWhen UsedWhat It Shows
SDS-PAGE (sodium dodecyl sulfate polyacrylamide gel electrophoresis)When EMA binding and OFT are inconclusive; or when you want to identify the specific protein defectSeparates membrane proteins by molecular weight. Can identify deficiency of spectrin, ankyrin, band 3, or protein 4.2. The "gold standard" for characterising the molecular defect, but not routinely needed for clinical diagnosis
Genetic testing (NGS / gene panel)Atypical cases, sporadic cases, prenatal diagnosis, researchIdentifies mutations in ANK1, SPTB, SLC4A1, EPB42, SPTA1. Not required for routine diagnosis but increasingly available
Cryohaemolysis testSome European centres use this as an alternative confirmatory testRBCs subjected to hypertonic sucrose at 0°C → HS RBCs show increased cryohaemolysis. Good sensitivity but less widely available
Acidified glycerol lysis test (AGLT)Older test, now largely superseded by EMAMeasures time to 50% haemolysis in acidified glycerol. Shortened in HS. Poor specificity

Once HS is diagnosed, screen for complications:

ComplicationInvestigationExpected Finding in HS
GallstonesAbdominal ultrasoundPigmented (calcium bilirubinate) gallstones — present in ~50% of adults [6][2]. May be found in teenagers
Iron overload (in transfusion-dependent severe HS)Serum ferritin, transferrin saturation↑ ferritin, ↑ TSAT. Consider MRI liver (T2*) for iron quantification if chronically transfused
Folate deficiencySerum folate, red cell folateMay be low in chronic haemolysis without supplementation
Aplastic crisisReticulocyte count, parvovirus B19 IgM serology, parvovirus B19 PCR↓↓ reticulocytes + positive B19 IgM (acute infection) or PCR
Spleen sizeAbdominal ultrasound or physical examinationSplenomegaly — usually mild to moderate [2][16]

Because HS is autosomal dominant in ~75% of cases [1][6]:

  • Screen first-degree relatives with CBC (looking for ↑ MCHC, anaemia), reticulocyte count, blood film, and DAT
  • If screening CBC is suspicious, proceed to EMA binding
  • Remember that 60% of HS cases result from a defect in the ankyrin–spectrin complex or vertical interaction [1] — identifying the affected family members helps genetic counselling

StepInvestigationPurposeKey Finding in HS
1CBC + reticulocyte countQuantify anaemia, identify raised MCHCAnaemia, MCHC ≥ 36, reticulocytosis (> 6%)
2Peripheral blood smearMorphological clueSpherocytes (all cells) + polychromasia
3Haemolysis markers (LDH, bilirubin, haptoglobin)Confirm haemolysis↑ LDH, ↑ unconjugated bilirubin, ↓ haptoglobin
4Direct Antiglobulin Test (DAT)Exclude immune causeNegative
5EMA binding (flow cytometry) — first-line confirmatoryConfirm membrane protein deficiency↓ EMA binding
5 (alt)Osmotic fragility test (± 24h pre-incubation) — when EMA unavailableDemonstrate ↑ fragilityRight-shifted curve (↑ fragility)
6Abdominal ultrasoundScreen for gallstones, assess spleenPigmented gallstones, splenomegaly
7Family screening (CBC, MCHC, PBS)Identify affected relativesSpherocytes, ↑ MCHC in relatives

High Yield Summary — Diagnosis of Hereditary Spherocytosis

  1. No single pathognomonic test — diagnosis is clinicopathological, integrating FHx + clinical features + labs + confirmatory test
  2. Step 1: Confirm haemolysis → LDH is the single most important screening parameter (if normal, it is NOT haemolysis)
  3. Step 2: PBS → spherocytes + polychromasia. In HS, ALL cells are spherocytes (vs only some in warm AIHA)
  4. Step 3: MCHC ≥ 36 g/dL is a powerful automated screening clue — almost nothing else raises MCHC
  5. Step 4: DAT must be NEGATIVE to exclude immune haemolytic anaemia
  6. Step 5 — Confirmatory tests:
    • First-line: EMA binding on flow cytometry (↓ binding) — superior sensitivity and specificity
    • Alternative: Osmotic fragility test (↑ fragility, right-shifted curve) — lower sensitivity/specificity; pre-incubation at 37°C for 24h improves yield
  7. GC slide key point: 60% of HS results from a defect in the ankyrin–spectrin complex (vertical interaction)
  8. Screen for complications: USG abdomen (gallstones — 50% adults), folate level, family members

Active Recall - Diagnosis and Investigations of Hereditary Spherocytosis

References

[1] Lecture slides: GC 047. Family history of anaemia.pdf (HS diagnostic features — spherocytes, MCHC, EMA binding, osmotic fragility, 60% ankyrin-spectrin complex) [2] Senior notes: Ryan Ho Haemtology.pdf (Section 2.5.1.1 — HS diagnosis, clinical features, haemolysis markers, PBS) [4] Senior notes: Block A - Pallor: diagnosis of anaemia; nutritional anaemia; anaemia of systemic diseases.pdf (LDH most important, spherocytes in HS vs warm AIHA, polychromasia) [6] Senior notes: Adrian Lui Pediatrics Notes.pdf (p375 — HS diagnosis: CBC, MCHC ≥ 36, blood film, DAT, EMA binding, osmotic fragility with pre-incubation, low sen/spe of OFT) [10] Lecture slides: Haematology Introduction to Haematological investigations (CBP, Clotting).pdf (Haemolytic anaemia lab features, blood film patterns, DAT) [11] Senior notes: Maksim Medicine Notes.pdf (HS investigations — PBS spherocytosis, DCT, EMA binding, osmotic fragility) [12] Senior notes: Block A - Family history of anaemia: inherited causes of anaemia; haemolytic anaemia; aplastic anaemia.pdf (EMA binding, osmotic fragility right-shifted curve, parvovirus B19) [14] Senior notes: MBBS Final MB (Pediatrics) (Felix PY Lai).pdf (PBS morphologies — spherocytes loss of central pallor) [15] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (PBS morphologies — spherocytes) [16] Senior notes: Ryan Ho GI.pdf (Splenomegaly DDx — HS as cause of haemolytic splenomegaly)

Management of Hereditary Spherocytosis

No specific treatment can target the underlying membrane defect [2][6]. You cannot fix the mutated ankyrin, spectrin, band 3, or protein 4.2. Management is therefore entirely supportive and complication-directed — you support the marrow, remove the site of destruction (spleen) when needed, and deal with the downstream consequences of chronic haemolysis (gallstones, crises, iron overload).

The management strategy is guided by disease severity — the same classification that determines clinical presentation.



2. Treatment Modalities — Detailed Explanation


GC Lecture Slide: Folic acid supplement [1]

Block A Notes: Folic acid supplementation → as in all cases of hemolysis [12]

Indication: All patients with HS who have ongoing haemolysis (moderate or severe). Some guidelines also recommend it for mild HS.

Dose [2][6]:

  • 1–2 mg/day for moderate/severe haemolysis
  • 5 mg/day if pregnant (increased folate demand during pregnancy)

Rationale (from first principles):

  • Chronic haemolysis → compensatory ↑ erythropoiesis → bone marrow is turning over cells much faster than normal
  • DNA synthesis requires folate (as tetrahydrofolate, a cofactor for thymidylate synthase) → each new red cell precursor division consumes folate
  • Without supplementation, the chronically ↑ demand eventually outstrips dietary intake → folate deficiency → megaloblastic crisis [2][6]
  • This is preventive treatment: cheap, safe, and avoids a completely preventable crisis

Contraindications: Essentially none. Folic acid is water-soluble and non-toxic at these doses.

Why Not B12 Supplementation?

B12 deficiency is far less common as a cause of megaloblastic crisis in HS because B12 stores last 3–5 years (body stores ~2–5 mg, daily requirement only ~1 μg). Folate stores, by contrast, last only ~4 months. So chronic haemolysis depletes folate long before B12.


GC Lecture Slide: Compensated haemolysis – no specific treatment [1]

Block A Notes: If compensated hemolysis → no specific treatment [12]

Who: Patients with mild HS where the bone marrow can fully compensate for the haemolysis — Hb remains near-normal (≥ 11 g/dL), reticulocyte count only mildly elevated (3–6%), and the patient is asymptomatic.

What this means in practice:

  • Folic acid supplementation (as above)
  • Regular monitoring (CBC, reticulocytes, bilirubin every 6–12 months)
  • Patient/parent education about warning signs of crises (pallor, jaundice, dark urine, fever)
  • Awareness of parvovirus B19 risk (avoid known outbreaks; inform school/workplace)
  • USG abdomen periodically to screen for gallstones

Why not splenectomise everyone? Because splenectomy carries lifelong risks (overwhelming post-splenectomy infection, thrombosis) that outweigh the benefits in mild/compensated disease. The risk-benefit calculation only tips toward splenectomy when haemolysis is severe.


Indication: Severe anaemia — particularly during aplastic crisis (parvovirus B19), severe haemolytic crisis, or in neonates with severe NNJ/anaemia.

Specifics:

  • Packed red cell transfusion to maintain adequate Hb (target depends on clinical context; generally aim for Hb > 7–8 g/dL, higher if symptomatic)
  • In neonates: may need top-up transfusions in the first few months of life, especially if severely affected
  • In aplastic crisis: single or repeated transfusion to bridge the 10–14 day period of reticulocytopenia until marrow recovery

Risks of chronic transfusion:

  • Iron overload → each unit of packed RBCs contains ~200–250 mg of iron; the body has no active iron excretion mechanism → iron accumulates in heart, liver, endocrine organs [17]
  • If chronically transfused, consider iron chelation therapy (desferrioxamine, deferiprone, or deferasirox) [17]
  • Alloimmunisation (development of alloantibodies against donor red cell antigens → makes future crossmatching difficult)

EPO: may be useful in some infants < 9 months to ↓ transfusion requirement [2][6]

Rationale: Very young infants (< 9 months) have physiologically lower EPO production and are also the age group where we most want to avoid splenectomy (immune system too immature). Exogenous EPO can stimulate erythropoiesis enough to reduce or avoid transfusions during this critical period.

Limited role: This is a temporising measure, not a long-term solution. Most children will not need ongoing EPO once they are old enough for splenectomy (if indicated) or once their baseline haemolysis stabilises.


2.5 Splenectomy

This is the most important definitive therapeutic intervention for HS and the most heavily tested in exams.

GC Lecture Slide: Splenectomy in severe haemolysis [1]

Block A Notes: Splenectomy in severe hemolysis [12]

The spleen is the site where spherocytes are trapped and destroyed. By removing the spleen, you eliminate the primary site of extravascular haemolysis. After splenectomy:

  • Hb rises (usually normalises or near-normalises)
  • Reticulocyte count falls
  • Bilirubin falls
  • BUT spherocytes persist on blood film — the genetic defect is unchanged; the cells just survive longer without a spleen to destroy them
  • Howell-Jolly bodies appear on PBS (nuclear remnants normally removed by the spleen — their presence confirms functional asplenia)

Indications: transfusion-dependence or severely symptomatic anaemia beyond 1 year of age [2][6]

IndicationExplanation
Transfusion-dependent severe HSRepeated transfusions carry risks of iron overload and alloimmunisation; splenectomy reduces or eliminates transfusion need
Severely symptomatic moderate HSSymptomatic anaemia significantly limiting quality of life despite conservative measures
Significant growth failure (paediatric)Chronic anaemia impairing growth and development
Combined with cholecystectomyIf symptomatic gallstones require surgery AND splenectomy is also indicated, the two can be combined in a single operation

Usually deferred until > 6–7 years of age to ↓ risk of sepsis [2][6]

  • Why delay? The younger the child at splenectomy, the higher the risk of overwhelming post-splenectomy infection (OPSI). The immune system matures with age, and the spleen plays a proportionally larger role in immune defence in young children.
  • > 7 years per Adrian Lui Paediatrics notes [6]; > 6 years per Ryan Ho notes [2] — both are acceptable; the principle is the same: delay as long as safely possible.
  • If the child is severely transfusion-dependent before age 6, a nuanced discussion weighing the risks of ongoing transfusion (iron overload) versus OPSI risk is needed. In such cases, subtotal/partial splenectomy may be considered (see below).
TypeDetailsAdvantagesDisadvantages
Total splenectomy (laparoscopic or open)Complete removal of the spleenMost effective at reducing haemolysis; definitiveLifelong OPSI risk; post-op thrombocytosis
Subtotal/partial splenectomyRemoves ~80–90% of the spleen, leaving a residual polePreserves some splenic immune function (↓ OPSI risk); may be preferable in young childrenLess effective than total splenectomy; residual spleen may regrow → haemolysis may recur; limited long-term data
Laparoscopic splenectomyMinimally invasive approachShorter recovery, less pain, ↓ wound infectionStandard of care for elective splenectomy in most centres

This is critical and heavily examined:

Vaccination: > 2 weeks pre-op if elective, ASAP if urgent [7]

VaccineDetailsRationale
Pneumococcal: PCV13 + PPSV23PCV13 first, then PPSV23 ≥ 8 weeks later. PPSV23 repeated every 5 years [7]Streptococcus pneumoniae is the most common cause of OPSI
Haemophilus influenzae type b (Hib)Single dose if not previously vaccinatedEncapsulated organism
Meningococcal ACWYMenACWY conjugate vaccineNeisseria meningitidis — encapsulated organism
InfluenzaAnnualNot encapsulated, but spleen helps clear influenza; reduces secondary bacterial infection risk
Meningococcal B (MenB)Increasingly recommendedAdditional coverage

Why these specific organisms? The spleen is uniquely important for mounting an immune response against encapsulated bacteria. Encapsulated organisms resist phagocytosis by neutrophils and macrophages elsewhere in the body because their polysaccharide capsule prevents opsonisation. The spleen's unique marginal zone B cells produce IgM antibodies against these polysaccharide antigens and also filter poorly-opsonised organisms from the blood. Without a spleen, these organisms can proliferate unchecked → fulminant sepsis with 50–70% mortality within hours.

Mnemonic for encapsulated organisms (OPSI risk): "Some Nasty Killers Have Some Capsule Protection" [7]:

  • Streptococcus pneumoniae
  • Neisseria meningitidis
  • Klebsiella pneumoniae
  • Haemophilus influenzae
  • Salmonella typhi
  • Cryptococcus neoformans
  • Pseudomonas aeruginosa

Other pre-operative measures [7]:

  • Optimised clotting profile and platelet count
  • Antibiotic prophylaxis (clean wound if elective)
  • Patient and family education about lifelong OPSI risk
MeasureDetails
Antibiotic prophylaxisOral penicillin V (phenoxymethylpenicillin) 250–500 mg BD. Not universally required in adults [7] per some guidelines, but recommended for at least 2 years post-splenectomy in children, and often lifelong in children < 16 years. Current BSH guidelines (2024 update) recommend lifelong prophylaxis for high-risk patients. If penicillin-allergic → erythromycin
Medical alertMedicAlert bracelet/card stating asplenic status. Alert card carried at all times
Patient educationSeek urgent medical attention for ANY fever > 38°C. Empirical broad-spectrum antibiotics (e.g., amoxicillin-clavulanate or ceftriaxone) should be started immediately — do not wait for culture results. Animal bites carry additional risk (Capnocytophaga canimorsus) [18]
Travel adviceMalaria prophylaxis if travelling to endemic areas (asplenic patients have ↑ risk of severe malaria). Avoid tick-borne infections (Babesia)
Monitoring post-op thrombocytosisPost-op thrombocytosis: prophylactic aspirin if platelet > 1000 × 10⁹/L [7]. Platelet count rises after splenectomy because the spleen normally sequesters ~30% of circulating platelets. If count exceeds 1000, there is a significant thrombotic risk
Howell-Jolly bodies on PBSExpected finding post-splenectomy — nuclear remnants no longer being removed. Confirms functional asplenia
TimingComplicationMechanism/Notes
ImmediateBleeding (slipped ligature), injury to surrounding structures (stomach, pancreas, left pleura → pleural effusion, left basal atelectasis)Anatomical proximity
EarlyPost-op thrombocytosisLoss of splenic platelet sequestration
EarlyPost-splenectomy septicaemia (risk factors: young, immunocompromised; pathogens: S. pneumoniae, N. meningitidis, H. influenzae) [7]Loss of splenic immune function
LateOverwhelming post-splenectomy infection (OPSI) [7]Asplenic patients unable to mount immunological response against encapsulated organisms. Lifetime risk ~5%, mortality ~50%. Risk is highest in the first 2 years post-splenectomy but persists lifelong

Critical Contraindication: Do NOT Splenectomise Hereditary Stomatocytosis

If the diagnosis is hereditary stomatocytosis (overhydrated or dehydrated) rather than hereditary spherocytosis, splenectomy is absolutely contraindicated because it causes severe thromboembolic complications (portal vein thrombosis, pulmonary hypertension). This is why accurate diagnosis with EMA binding/osmotic fragility is important before committing to splenectomy — you must distinguish HS from stomatocytosis.


GC Lecture Slide: Cholecystectomy if symptomatic gall-stone [1]

Block A Notes: Cholecystectomy if symptomatic gallstones [12]

Indication: Symptomatic pigmented gallstones (biliary colic, cholecystitis, choledocholithiasis, gallstone pancreatitis).

Timing and approach:

  • Standard laparoscopic cholecystectomy
  • If splenectomy is also indicated, combined laparoscopic splenectomy + cholecystectomy can be performed in a single operation — this is preferred to avoid two separate general anaesthetics
  • Asymptomatic gallstones: generally observed rather than prophylactically removed, unless splenectomy is being performed simultaneously (in which case prophylactic cholecystectomy is often added)

Rationale: Pigmented gallstones in HS will continue to form as long as haemolysis continues. After splenectomy, haemolysis is dramatically reduced → new stone formation rate drops significantly. Therefore, if cholecystectomy and splenectomy are both needed, combining them is optimal.


CrisisManagement
Aplastic crisis (parvovirus B19)Supportive: packed RBC transfusion to maintain Hb. Self-limiting (10–14 days). Isolate from pregnant women (risk of hydrops fetalis). Reticulocyte count will spontaneously recover once immune response clears the virus. No antiviral treatment is effective
Haemolytic crisisUsually self-limiting. Supportive care. Transfusion if severe. Treat precipitating infection
Megaloblastic crisisFolate replacement (should have been prevented by supplementation). Transfusion if severely anaemic. Check B12 as well

Allogeneic HSCT: NOT used due to unfavourable risk-benefit ratio [2][6]

Why not? HSCT is the only potentially curative treatment (replacing the defective haematopoietic stem cells with normal donor cells). However:

  • HS is rarely life-threatening — most patients do well with conservative management ± splenectomy
  • HSCT carries significant morbidity and mortality (graft-versus-host disease, graft failure, infection, long-term immunosuppression, secondary malignancies)
  • The risk-benefit ratio is far too unfavourable for a condition manageable with splenectomy

Contrast with thalassaemia major: HSCT is used for thalassaemia major because without it, patients face lifelong transfusion dependence with inevitable iron overload and early death. The severity justifies the HSCT risk. HS is not in the same category.


ScenarioManagement
Pathological NNJPhototherapy first-line. Exchange transfusion if bilirubin reaches dangerous levels (per gestational age-specific nomogram). Monitor for anaemia
Severe neonatal anaemiaTop-up packed RBC transfusion. Consider EPO in infants < 9 months to reduce transfusion requirement [2][6]
Late anaemia of infancyMay need intermittent transfusions. Defer splenectomy until > 6–7 years

SeverityFolic AcidSpecific TreatmentSplenectomyOther
Mild / CompensatedYesNo specific treatment [1][12]NoMonitor; USG for gallstones
ModerateYesTransfusion PRN during crisesConsider if severely symptomaticCholecystectomy if symptomatic gallstones [1][12]
Severe / Transfusion-dependentYesRegular transfusion ± iron chelation; EPO in infants < 9moYes — deferred until > 6–7 years [2][6] + pre-op vaccinationCombined cholecystectomy if gallstones present

High Yield Summary — Management of Hereditary Spherocytosis

  1. No cure for the underlying defect — management is supportive and complication-directed
  2. GC Lecture Slide Management (must know for exam) [1]:
    • Folic acid supplement (all patients with haemolysis; 1-2 mg/d, 5 mg/d in pregnancy)
    • Compensated haemolysis — no specific treatment
    • Cholecystectomy if symptomatic gallstone
    • Splenectomy in severe haemolysis
  3. Splenectomy: Most important definitive intervention. Eliminates the site of extravascular haemolysis. Deferred until > 6-7 years. Pre-op vaccination (pneumococcal, Hib, meningococcal, influenza) is mandatory. Post-splenectomy: antibiotic prophylaxis, alert card, lifelong OPSI vigilance
  4. OPSI mnemonic: "Some Nasty Killers Have Some Capsule Protection" — S. pneumoniae, N. meningitidis, Klebsiella, H. influenzae, Salmonella, Cryptococcus, Pseudomonas
  5. Aplastic crisis (parvovirus B19): Transfusion support; self-limiting 10-14 days
  6. Allogeneic HSCT: NOT used — unfavourable risk-benefit ratio
  7. Contraindication: Do NOT splenectomise hereditary stomatocytosis (causes thrombosis)

Active Recall - Management of Hereditary Spherocytosis

References

[1] Lecture slides: GC 047. Family history of anaemia.pdf (HS management slide — folic acid, compensated haemolysis, cholecystectomy, splenectomy) [2] Senior notes: Ryan Ho Haemtology.pdf (Section 2.5.1.1 — HS management: folic acid dosing, EPO, splenectomy timing > 6y, HSCT not used) [6] Senior notes: Adrian Lui Pediatrics Notes.pdf (p375–376 — HS management: folic acid 1-2 mg/d, 5 mg/d pregnancy, EPO < 9mo, splenectomy > 7y, indications, HSCT not used) [7] Senior notes: Maksim Surgery Notes.pdf (Splenectomy — indications, pre-op vaccination, complications, OPSI mnemonic, post-op thrombocytosis) [12] Senior notes: Block A - Family history of anaemia: inherited causes of anaemia; haemolytic anaemia; aplastic anaemia.pdf (HS treatment — folic acid, compensated haemolysis, cholecystectomy, splenectomy) [17] Senior notes: Block A - Hematology Interactive Tutorial.pdf (Iron overload from transfusion, chelation agents) [18] Senior notes: Gen Clerk Anaes + Microbiology Summary.pdf (Post-splenectomy infection risk, encapsulated organisms, Capnocytophaga in dog bites)

Complications of Hereditary Spherocytosis

The complications of HS fall into two broad categories:

  1. Complications arising from chronic haemolysis itself (the disease)
  2. Complications arising from treatment (particularly splenectomy)

Understanding why each complication occurs requires tracing the pathophysiological chain back to its origin. Let's work through them systematically.


1. Complications of Chronic Haemolysis

These complications are inherent to the disease process — the ongoing destruction of spherocytes in the spleen — and are present to varying degrees in all patients with clinically significant HS.


GC Lecture Slide: Gall-stone [1]

Complications of haemolysis: NNJ, splenomegaly and pigmented gallstones (50% adults) [2][6]

Prevalence: ~50% of adults with HS develop pigmented gallstones [2][6]. Can present as early as the teenage years — an age that would be highly unusual for typical cholesterol gallstones.

Pathophysiology from first principles:

  1. Chronic extravascular haemolysis → chronic ↑ unconjugated bilirubin production
  2. Liver conjugates bilirubin (UDP-glucuronyl transferase) and excretes conjugated bilirubin into bile via the canalicular membrane
  3. The chronically ↑ bilirubin load means more conjugated bilirubin is excreted into bile than normal
  4. In bile, conjugated bilirubin is deconjugated by bacterial β-glucuronidase back to unconjugated bilirubin
  5. Unconjugated bilirubin complexes with calcium → calcium bilirubinate → precipitates as black pigment stones
  6. These stones are small, hard, irregular, multiple, and radiopaque (visible on plain AXR, unlike cholesterol stones which are usually radiolucent)

Clinical consequences:

  • Biliary colic: episodic RUQ/epigastric pain, often postprandial
  • Acute cholecystitis: stone impacted in cystic duct → gallbladder inflammation
  • Choledocholithiasis: stone migrates into CBD → obstructive jaundice (now conjugated hyperbilirubinaemia on top of the baseline unconjugated hyperbilirubinaemia — a double hit)
  • Cholangitis: ascending infection of an obstructed biliary tree → Charcot's triad (fever, jaundice, RUQ pain)
  • Gallstone pancreatitis: stone impacts at the ampulla of Vater

Management: Cholecystectomy if symptomatic gallstones [1][12]. If splenectomy is also indicated, a combined procedure is preferred.

Clinical Pearl — Gallstones in a Teenager

Pigmented gallstones in a young patient (teenager or young adult) should immediately raise suspicion for chronic haemolysis. Ask about family history of anaemia, jaundice, and splenectomy. The combination of young gallstones + family history of anaemia = HS or another chronic haemolytic anaemia until proven otherwise.


GC Lecture Slide: Splenomegaly [1]

Pathophysiology:

  • Spherocytes are selectively trapped in the splenic red pulp → chronic engorgement of the red pulp sinusoids with trapped cells
  • Splenic macrophages undergo work hypertrophy from constantly phagocytosing spherocytes
  • Result: progressive splenomegaly, usually mild to moderate (1–2 cm below costal margin) [19]

Consequences of splenomegaly:

ConsequenceMechanism
Abdominal discomfort / fullnessPhysical mass effect of the enlarged spleen
Early satietyEnlarged spleen compresses the stomach
HypersplenismAs the spleen enlarges, it traps not just spherocytes but also normal white cells and platelets → pancytopenia (anaemia worsens, leukopenia, thrombocytopenia). This is a secondary consequence of the splenomegaly, not the primary disease [19]

Hypersplenism occurs because the enlarged spleen has proportionally more red pulp → more blood pools in the spleen → more cells are retained → the peripheral blood counts fall. This can exacerbate the already-existing anaemia and may contribute to bruising (thrombocytopenia) or ↑ infection risk (leukopenia).

Two features that may appear alarming on CBC but are just consequences of splenectomy [19]: spurious leukocytosis after splenectomy and increase in platelet counts. Also Howell-Jolly bodies and nucleated RBCs on PBS post-splenectomy.


GC Lecture Slide: Jaundice — indirect hyperbilirubinaemia [1]

Complications of haemolysis: NNJ [2][6]

Pathophysiology:

  • Neonatal hepatic glucuronyl transferase activity is physiologically immature (~1% of adult levels at birth, reaching adult levels by ~2 weeks)
  • This already-limited conjugation capacity is overwhelmed by the ↑ unconjugated bilirubin load from HS haemolysis
  • Result: severe unconjugated hyperbilirubinaemia in the first 24–48 hours of life
  • Risk of kernicterus (bilirubin encephalopathy) if bilirubin exceeds the brain-protective albumin binding capacity → free unconjugated bilirubin crosses the blood-brain barrier → deposits in the basal ganglia, hippocampus, and brainstem nuclei → irreversible neurological damage

Clinical significance:

  • HS is one of the causes of pathological NNJ (jaundice within the first 24 hours, or total bilirubin rising faster than 5 mg/dL/day)
  • May be the first presentation of HS — a neonate with severe jaundice and a positive family history of anaemia or splenectomy
  • Management: phototherapy, exchange transfusion if bilirubin reaches dangerous thresholds

1.4 Acute Crises

These are acute, potentially life-threatening exacerbations superimposed on the chronic haemolytic baseline.

GC Lecture Slide: Aplastic crisis — primary parvovirus B19 infection [1]

Aplastic crisis due to parvovirus B19 infection → severe anaemia with ↓ reticulocyte count [2][6]

Pathophysiology (detailed):

  • Parvovirus B19 (a single-stranded DNA virus; "parvo" = Latin for "small") has a specific tropism for erythroid progenitor cells
  • It enters erythroid precursors via the P antigen (globoside) receptor on the cell surface
  • Once inside, the virus replicates and lyses the erythroid precursors → transient pure red cell aplasia lasting ~7–14 days
  • In a normal individual, this brief halt in red cell production is clinically insignificant because RBC lifespan is ~120 days (losing 2 weeks of production only reduces the RBC mass by ~10–15%)
  • In HS, RBC lifespan may be only 10–20 days → losing even 1 week of production means that virtually the entire circulating RBC pool is destroyed without replacement → catastrophic, precipitous drop in Hb

Key features:

  • Sudden severe anaemia (Hb may drop to < 4–5 g/dL)
  • Reticulocyte count is inappropriately LOW or absent — this is the hallmark distinguishing feature
  • May present with high-output cardiac failure, syncope, or cardiovascular collapse
  • Self-limiting: once the immune system produces anti-B19 IgM (typically by day 10–14), the virus is cleared and erythropoiesis recovers → reticulocyte count rebounds, often with a brief reticulocyte "storm"

Investigations: Parvovirus B19 IgM serology (acute infection), B19 PCR (high sensitivity)

Management: Supportive — packed RBC transfusion to bridge the aplastic period. No effective antiviral exists. Isolate from pregnant women (B19 can cause hydrops fetalis).

Public health note: B19 is spread by respiratory droplets. Outbreaks occur in schools/nurseries. The patient is most infectious before symptoms appear (during the viraemic phase, before the immune response develops). By the time aplastic crisis is clinically apparent, infectivity has usually passed.

Hematological diseases related to parvovirus B19 infection [12]:

  • Transient aplastic crisis in patients with underlying haemolytic anaemia
  • Chronic hypoplastic anaemia
  • Pure red cell aplasia in immunocompromised patients
  • Hydrops fetalis in pregnant women

Haemolytic crisis due to ↑ severity of haemolysis, uncommon, usually associated with infections [2][6]

Pathophysiology: Intercurrent infections (often viral) activate the reticuloendothelial system → splenic macrophages become more active → ↑ destruction of the already-vulnerable spherocytes → acute deepening of anaemia and jaundice.

Key features: Worsening anaemia + deepening jaundice + reticulocyte count is HIGH (appropriate marrow response). This distinguishes it from aplastic crisis (reticulocytes low).

Management: Usually self-limiting. Treat underlying infection. Transfuse if Hb drops to symptomatic levels.

Megaloblastic crisis due to folate deficiency (or less commonly Fe/B12), usually occurring during pregnancy when there is ↑ folate need [2][6]

Pathophysiology: Chronic haemolysis → compensatory ↑ erythropoiesis → ↑ folate consumption for DNA synthesis → if dietary intake is insufficient or demand increases further (pregnancy, growth spurts), folate stores are depleted → megaloblastic change in the marrow → ineffective erythropoiesis → worsening anaemia.

Key features: Worsening anaemia + macrocytosis (↑ MCV beyond what reticulocytosis alone would explain) + hypersegmented neutrophils + low serum/red cell folate.

Prevention: Folic acid supplementation [1][12] — this crisis is entirely preventable with regular supplementation (1–2 mg/day, 5 mg/day in pregnancy).

Clinical significance: Megaloblastic crisis may be the presenting feature of previously undiagnosed mild HS — classically in a woman during her first pregnancy when folate demand increases. The combination of new-onset anaemia + macrocytosis + spherocytes on film during pregnancy should prompt investigation for HS.


Who is affected: Patients with severe, transfusion-dependent HS (a minority, but important).

Pathophysiology:

  • Each unit of packed RBCs contains ~200–250 mg of iron
  • The body has no active mechanism for iron excretion — iron can only be lost through desquamation of skin/gut cells, menstruation, or bleeding
  • With repeated transfusions, iron accumulates in tissues: heart (cardiomyopathy, arrhythmias), liver (fibrosis, cirrhosis), endocrine organs (diabetes mellitus, hypogonadism, hypothyroidism, growth failure)

Monitoring: Serum ferritin (though an acute phase reactant, so imperfect), transferrin saturation, MRI T2* (cardiac and hepatic iron quantification)

Management: Iron chelation therapy — desferrioxamine (DFO, SC/IV infusion), deferiprone (oral), or deferasirox (oral). Choice depends on iron burden, patient compliance, and side effect profile.

Note: Iron overload is mainly a problem for transfusion-dependent HS patients. In most HS patients (mild/moderate), chronic haemolysis actually causes some degree of iron loading via increased gastrointestinal iron absorption (driven by suppressed hepcidin from expanded erythropoiesis), but this is usually modest and does not require chelation unless significant.


Prevalence: Rare in HS; more commonly seen in sickle cell disease and other severe haemolytic anaemias.

Pathophysiology: Rigid spherocytes impair microcirculation in dependent areas (ankles, lower legs) → tissue ischaemia → ulceration. Usually occurs only in severe, uncorrected HS. Typically resolves after splenectomy.


Prevalence: Very rare; only in severe, untreated HS.

Pathophysiology: When the bone marrow is maximally expanded and still cannot compensate for haemolysis, haematopoietic tissue proliferates outside the marrow — in the liver, spleen, and occasionally paraspinal regions (forming paravertebral masses). This is the same phenomenon seen in thalassaemia major, though much milder in HS.


Pathophysiology: Chronic anaemia → compensatory bone marrow expansion → marrow cavity expands at the expense of cortical bone → cortical thinning, osteopenia. In severe cases, maxillary hypertrophy and frontal bossing (similar to, but much milder than, the "chipmunk facies" of thalassaemia major). Chronic anaemia also impairs growth velocity.


2. Complications of Treatment (Post-Splenectomy)

These are iatrogenic complications that arise specifically from splenectomy — the definitive treatment for severe HS.


Late complication: overwhelming post-splenectomy infection (OPSI) [7]

Pathophysiology: asplenic patients are unable to mount an immunological response against encapsulated organisms [7]

Why the spleen is irreplaceable for fighting encapsulated bacteria:

  • Encapsulated bacteria (e.g., S. pneumoniae) have polysaccharide capsules that resist opsonisation by complement and antibodies
  • The spleen's marginal zone B cells are uniquely capable of producing T-independent IgM antibodies against polysaccharide antigens — no other lymphoid organ does this as effectively
  • The spleen's open circulation (slow transit through the red pulp cords) allows macrophages to phagocytose poorly-opsonised organisms that would escape capture elsewhere
  • Without a spleen, encapsulated organisms can proliferate in the bloodstream unchecked → fulminant bacteraemia → septic shock → death within hours

Epidemiology:

  • Lifetime risk of OPSI: ~5% in asplenic patients
  • Mortality of OPSI: ~50–70% even with treatment
  • Risk is highest in the first 2 years post-splenectomy but persists lifelong
  • Risk is higher in children (immature immune system) — one reason splenectomy is deferred until > 6–7 years

Causative organisms [7]:

Mnemonic: "Some Nasty Killers Have Some Capsule Protection" [7]:

  • Streptococcus pneumoniae (most common, ~50–70% of OPSI cases)
  • Neisseria meningitidis
  • Klebsiella pneumoniae
  • Haemophilus influenzae
  • Salmonella typhi
  • Cryptococcus neoformans
  • Pseudomonas aeruginosa

Prevention [7]:

  • Vaccination: PCV13 + PPSV23 (repeat every 5 years), Hib vaccine, meningococcal ACWY vaccine, influenza — given > 2 weeks pre-op if elective, ASAP if urgent
  • Antibiotic prophylaxis (oral penicillin V)
  • Patient education + MedicAlert bracelet
  • Seek immediate medical attention for any fever > 38°C

Early complication: post-op thrombocytosis: prophylactic aspirin if platelet > 1000 [7]

Pathophysiology: The spleen normally sequesters ~30% of circulating platelets. After splenectomy, these platelets are released into the circulation, and there is no ongoing sequestration → platelet count rises, often exceeding 1,000 × 10⁹/L in the first 1–2 weeks post-op.

Risks:

  • Reactive thrombocytosis can reach 1,000–2,000 × 10⁹/L
  • Elevated platelet count increases the risk of venous thromboembolism (DVT, PE) and, rarely, portal vein thrombosis
  • Portal vein thrombosis is a particularly feared complication — presents with abdominal pain, ascites, worsening liver function

Management:

  • Prophylactic low-dose aspirin if platelet count > 1,000 × 10⁹/L [7]
  • Consider prophylactic anticoagulation (LMWH) in high-risk patients
  • Platelet count usually normalises within 2–4 weeks as the marrow adjusts

Early complication: post-splenectomy septicaemia [7]

Risk factors: young, immunocompromised [7]

Pathogens: Streptococcus pneumoniae, N. meningitidis, H. influenzae [7]

This overlaps with OPSI but refers specifically to early post-operative sepsis (days to weeks after surgery), before the immune system has had time to develop compensatory mechanisms. Management: urgent broad-spectrum antibiotics (e.g., IV ceftriaxone), blood cultures, close monitoring.


Immediate complications [7]:

ComplicationMechanism
BleedingSlipped ligature on splenic hilar vessels; haematemesis from gastric mucosal damage (short gastric vessels)
Injury to surrounding structuresPleural effusion, left basal atelectasis (left hemidiaphragm retracted); stomach injury (short gastric vessels); pancreatic tail injury → abscess, fistula (tail of pancreas is in close anatomical proximity to splenic hilum)

Prevalence: ~10–15% of people have one or more accessory spleens (ectopic splenic tissue, most commonly at the splenic hilum or in the omentum).

Problem: If an accessory spleen is not identified and removed during splenectomy, it can hypertrophy over time → eventually becomes large enough to resume significant extravascular haemolysis → symptoms recur.

Clue: If a patient has persistent or recurrent haemolysis after splenectomy, AND Howell-Jolly bodies are absent from the blood film (they should be present if the patient is truly asplenic), suspect a missed accessory spleen.

Investigation: Tc-99m sulphur colloid or heat-damaged RBC scan (nuclear medicine) → identifies functional splenic tissue.

Management: Surgical removal of the accessory spleen (accessory splenectomy).


CategoryComplicationPathophysiological BasisKey Features
Chronic haemolysisPigmented gallstones↑ bilirubin → calcium bilirubinate precipitation50% adults; young onset; radiopaque
Splenomegaly ± hypersplenismSplenic work hypertrophy + engorgementMild-moderate; may cause pancytopenia
Neonatal jaundiceImmature hepatic conjugation + ↑ bilirubin loadRisk of kernicterus if severe
Aplastic crisisParvovirus B19 → erythroid precursor lysisSevere anaemia + LOW reticulocytes
Haemolytic crisisInfection → ↑ RES activity → ↑ haemolysisWorsening anaemia + HIGH reticulocytes
Megaloblastic crisisFolate depletion from ↑ erythropoietic demandPreventable with folic acid supplementation
Iron overloadRepeated transfusions ± ↑ GI iron absorptionHeart, liver, endocrine damage
Leg ulcersMicrovascular impairment from rigid spherocytesRare; severe HS
Post-splenectomyOPSILoss of marginal zone B cells + splenic filtrationLifetime risk ~5%; mortality ~50-70%
Thrombocytosis / thrombosisLoss of splenic platelet sequestrationAspirin if platelet > 1000
Surgical complicationsAnatomical — bleeding, organ injuryPancreatic tail, pleural, gastric injury
Accessory spleen hypertrophyResidual splenic tissue resumes haemolysisSuspect if no Howell-Jolly bodies on PBS

High Yield Summary — Complications of Hereditary Spherocytosis

  1. Complications of chronic haemolysis (GC Lecture Slide) [1]:
    • Jaundice — indirect hyperbilirubinaemia
    • Splenomegaly
    • Gallstones (pigmented, calcium bilirubinate; 50% of adults with HS)
    • Aplastic crisis — primary parvovirus B19 infection (hallmark: severe anaemia with LOW reticulocytes)
  2. Three types of crisis: Aplastic (B19, low retics), haemolytic (infections, high retics), megaloblastic (folate depletion, preventable)
  3. NNJ may be the first presentation of HS in neonates — risk of kernicterus
  4. Post-splenectomy: OPSI is the most feared long-term complication — encapsulated organisms, lifetime risk ~5%, mortality ~50-70%. Prevention: vaccination + antibiotic prophylaxis + patient education
  5. Post-op thrombocytosis: prophylactic aspirin if platelets > 1000
  6. Accessory spleen: suspect if haemolysis persists and Howell-Jolly bodies are absent post-splenectomy
  7. Iron overload: mainly in transfusion-dependent patients; monitor ferritin; treat with chelation

Active Recall - Complications of Hereditary Spherocytosis

References

[1] Lecture slides: GC 047. Family history of anaemia.pdf (HS complications — jaundice, splenomegaly, gallstone, aplastic crisis; management slide) [2] Senior notes: Ryan Ho Haemtology.pdf (Section 2.5.1.1 — HS complications: NNJ, splenomegaly, pigmented gallstones 50% adults, crises) [6] Senior notes: Adrian Lui Pediatrics Notes.pdf (p375 — HS complications of haemolysis: NNJ, splenomegaly, pigmented gallstones; crises: haemolytic, megaloblastic, aplastic) [7] Senior notes: Maksim Surgery Notes.pdf (Splenectomy complications — immediate: bleeding, organ injury; early: thrombocytosis, septicaemia; late: OPSI, mnemonic, vaccination, prevention) [12] Senior notes: Block A - Family history of anaemia: inherited causes of anaemia; haemolytic anaemia; aplastic anaemia.pdf (HS characterisation — jaundice, splenomegaly, gallstone, aplastic crisis; parvovirus B19 related diseases) [19] Senior notes: Block A - Splenomegaly: common causes of splenomegaly; myeloproliferative diseases.pdf (Mechanisms of splenomegaly — increased red pulp function in HS; post-splenectomy CBC changes; indications for splenectomy)

High Yield Summary

  1. Definition: Hereditary RBC membrane defect → spherocytes on PBS
  2. Epidemiology: 1/2,000–5,000 in Northern Europe; less common in SE Asia/HK; 75% AD, 25% sporadic
  3. Genetics: β-spectrin (most commonly cited in HKU slides), ankyrin (most common worldwide), band 3, protein 4.2, α-spectrin
  4. Pathophysiology chain: Defective membrane protein → ↓ cytoskeleton-membrane linkage → microvesiculation → loss of membrane → spherocyte → splenic trapping → extravascular haemolysis
  5. Clinical features:
    • Chronic haemolytic anaemia (Hb 8–12 g/dL, reticulocytes > 6%)
    • Jaundice (unconjugated hyperbilirubinaemia)
    • Splenomegaly
    • Pigmented gallstones (50% adults)
    • NNJ in neonates
  6. Crises: Haemolytic (infections), Megaloblastic (folate depletion), Aplastic (parvovirus B19 — LOW reticulocytes!)
  7. Key labs: ↑ LDH, ↑ unconjugated bilirubin, ↓ haptoglobin, ↑ reticulocytes, ↑ MCHC (≥ 36), DAT negative
  8. Blood film: Spherocytes (ALL cells) + polychromasia; vs. warm AIHA (some cells spherocytic)
  9. Most common cause of spherocytes = warm AIHA, not HS

High Yield Summary — Differential Diagnosis of Hereditary Spherocytosis

  1. The pivotal test when you see spherocytes is the DAT (Coombs' test):
    • DAT positive → immune-mediated (warm AIHA most common, also drug-induced AIHA, HDN, delayed transfusion reaction)
    • DAT negative → HS (most common non-immune cause), Wilson disease (acute liver failure), Clostridial sepsis, burns, hypersplenism
  2. Warm AIHA is the most common cause of spherocytes overall — not HS
  3. In HK: G6PD deficiency (4.5% males) and thalassaemia trait (5% α, 3% β) are far more prevalent inherited causes of haemolytic anaemia than HS. Distinguish by PBS morphology (bite cells for G6PD, target cells for thal, spherocytes for HS)
  4. HS vs Warm AIHA: HS = all RBCs spherocytic, lifelong, family history, DAT negative, MCHC ≥ 36. Warm AIHA = some RBCs spherocytic, acquired, DAT positive
  5. Young patient + Coombs-negative haemolytic anaemia + liver failure = think Wilson disease
  6. Pigmented gallstones in a young person = chronic haemolysis until proven otherwise (HS, SCD, thalassaemia intermedia)

High Yield Summary — Diagnosis of Hereditary Spherocytosis

  1. No single pathognomonic test — diagnosis is clinicopathological, integrating FHx + clinical features + labs + confirmatory test
  2. Step 1: Confirm haemolysis → LDH is the single most important screening parameter (if normal, it is NOT haemolysis)
  3. Step 2: PBS → spherocytes + polychromasia. In HS, ALL cells are spherocytes (vs only some in warm AIHA)
  4. Step 3: MCHC ≥ 36 g/dL is a powerful automated screening clue — almost nothing else raises MCHC
  5. Step 4: DAT must be NEGATIVE to exclude immune haemolytic anaemia
  6. Step 5 — Confirmatory tests:
    • First-line: EMA binding on flow cytometry (↓ binding) — superior sensitivity and specificity
    • Alternative: Osmotic fragility test (↑ fragility, right-shifted curve) — lower sensitivity/specificity; pre-incubation at 37°C for 24h improves yield
  7. GC slide key point: 60% of HS results from a defect in the ankyrin–spectrin complex (vertical interaction)
  8. Screen for complications: USG abdomen (gallstones — 50% adults), folate level, family members

High Yield Summary — Management of Hereditary Spherocytosis

  1. No cure for the underlying defect — management is supportive and complication-directed
  2. GC Lecture Slide Management (must know for exam) [1]:
    • Folic acid supplement (all patients with haemolysis; 1-2 mg/d, 5 mg/d in pregnancy)
    • Compensated haemolysis — no specific treatment
    • Cholecystectomy if symptomatic gallstone
    • Splenectomy in severe haemolysis
  3. Splenectomy: Most important definitive intervention. Eliminates the site of extravascular haemolysis. Deferred until > 6-7 years. Pre-op vaccination (pneumococcal, Hib, meningococcal, influenza) is mandatory. Post-splenectomy: antibiotic prophylaxis, alert card, lifelong OPSI vigilance
  4. OPSI mnemonic: "Some Nasty Killers Have Some Capsule Protection" — S. pneumoniae, N. meningitidis, Klebsiella, H. influenzae, Salmonella, Cryptococcus, Pseudomonas
  5. Aplastic crisis (parvovirus B19): Transfusion support; self-limiting 10-14 days
  6. Allogeneic HSCT: NOT used — unfavourable risk-benefit ratio
  7. Contraindication: Do NOT splenectomise hereditary stomatocytosis (causes thrombosis)

High Yield Summary — Complications of Hereditary Spherocytosis

  1. Complications of chronic haemolysis (GC Lecture Slide) [1]:
    • Jaundice — indirect hyperbilirubinaemia
    • Splenomegaly
    • Gallstones (pigmented, calcium bilirubinate; 50% of adults with HS)
    • Aplastic crisis — primary parvovirus B19 infection (hallmark: severe anaemia with LOW reticulocytes)
  2. Three types of crisis: Aplastic (B19, low retics), haemolytic (infections, high retics), megaloblastic (folate depletion, preventable)
  3. NNJ may be the first presentation of HS in neonates — risk of kernicterus
  4. Post-splenectomy: OPSI is the most feared long-term complication — encapsulated organisms, lifetime risk ~5%, mortality ~50-70%. Prevention: vaccination + antibiotic prophylaxis + patient education
  5. Post-op thrombocytosis: prophylactic aspirin if platelets > 1000
  6. Accessory spleen: suspect if haemolysis persists and Howell-Jolly bodies are absent post-splenectomy
  7. Iron overload: mainly in transfusion-dependent patients; monitor ferritin; treat with chelation

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