๐ Key Information Summary
- Confirm true erythrocytosis by repeating FBC on two occasions; use sex-specific thresholds โ haemoglobin >170 g/L or haematocrit >0.54 in men, haemoglobin >155 g/L or haematocrit >0.47 in women (WHO 2016 criteria).
- Secondary causes are far more common than polycythaemia vera (PV); always exclude chronic hypoxia (COPD, OSA, obstructive sleep apnoea), high altitude, smoking, testosterone/androgen therapy, and erythropoietin-secreting tumours before considering a primary marrow disorder.
- Measure serum erythropoietin (EPO) as the pivotal discriminator โ a low or inappropriately normal EPO in the setting of erythrocytosis suggests a primary marrow process (PV), whereas an elevated EPO points to a secondary cause.
- Test for JAK2 V617F mutation in all patients with suspected primary erythrocytosis; it is present in ~95โ97% of PV cases. If negative but PV still suspected, order JAK2 exon 12 mutation analysis (~3% of PV cases).
- WHO 2016 diagnostic criteria for PV require: (1) elevated Hb/Hct (major criterion 1), (2) bone marrow biopsy showing hypercellularity with trilineage growth (major criterion 2), and (3) JAK2 V617F or exon 12 mutation (major criterion 3); plus a minor criterion (subnormal serum EPO level) if only one major criterion is met.
- Thrombotic risk is the primary concern in PV โ arterial thrombosis (stroke, MI, TIA) and venous thromboembolism (DVT, PE, splanchnic vein thrombosis, Budd-Chiari syndrome) account for most morbidity and mortality.
- First-line PV management includes low-dose aspirin (100 mg daily) and target haematocrit <0.45 via regular venesection; high-risk patients (age โฅ60 or prior thrombosis) require cytoreductive therapy with hydroxycarbamide (hydroxyurea).
- Splenomegaly, aquagenic pruritus (itching triggered by hot water), erythromelalgia, and hyperviscosity symptoms (headache, visual disturbance, tinnitus) are characteristic clinical features that should prompt urgent workup.
- Refer to haematology for confirmed JAK2-positive erythrocytosis, unexplained persistent erythrocytosis, suspected hyperviscosity syndrome, splanchnic vein thrombosis with elevated Hct, or need for bone marrow biopsy.
- Aboriginal and Torres Strait Islander Australians may present with higher disease burden due to delayed diagnosis, limited specialist access in remote regions, and higher prevalence of comorbid conditions (e.g. smoking, COPD) contributing to secondary erythrocytosis.
- Testosterone and androgen therapy is an increasingly recognised iatrogenic cause of erythrocytosis โ monitor FBC regularly in men receiving testosterone replacement therapy (TRT).
- Avoid therapeutic phlebotomy targets above 0.45 โ the landmark CYTO-PV trial demonstrated that maintaining Hct <0.45 significantly reduces cardiovascular death and major thrombosis in PV patients.
Introduction & Australian Epidemiology
Polycythaemia (erythrocytosis) refers to an abnormally elevated red blood cell mass, defined by haemoglobin concentration or haematocrit exceeding sex-specific reference ranges. It encompasses a spectrum of disorders ranging from benign reactive (secondary) causes to clonal myeloproliferative neoplasms, principally polycythaemia vera (PV). Accurate classification is critical because management strategies, prognosis, and thrombotic risk differ substantially between primary and secondary aetiologies.
In Australia, PV is the most common Philadelphia chromosome-negative myeloproliferative neoplasm, with an estimated annual incidence of 2โ3 per 100,000 population. The median age at diagnosis is 60โ70 years, with a slight male predominance (male-to-female ratio approximately 1.2:1). However, secondary erythrocytosis is considerably more prevalent and is driven by chronic lung disease (COPD affects ~7.5% of Australian adults), obstructive sleep apnoea (prevalence ~10โ15%), cigarette smoking, exogenous testosterone use, and high-altitude residence.
The Australian Institute of Health and Welfare (AIHW) data indicate that myeloproliferative neoplasms account for approximately 1,500โ2,000 new registrations annually, with PV comprising a significant proportion. Notably, Aboriginal and Torres Strait Islander Australians have higher rates of smoking-related and chronic lung disease-associated secondary erythrocytosis, while access to haematology specialist services remains limited in remote and very remote areas of the Northern Territory, Western Australia, and Queensland.
Confirm True Elevation
An elevated haemoglobin or haematocrit on a routine full blood count (FBC) is a common incidental finding. Before initiating an extensive workup, it is essential to confirm true erythrocytosis and exclude pre-analytical and physiological confounders.
Sex-Specific Diagnostic Thresholds
The 2016 World Health Organization (WHO) diagnostic criteria for polycythaemia vera incorporate the following haemoglobin and haematocrit thresholds, which should be applied when evaluating any patient with suspected erythrocytosis:
| Parameter | Men | Women |
|---|---|---|
| Haemoglobin (WHO 2016 PV criterion) | >165 g/L (>16.5 g/dL) | >160 g/L (>16.0 g/dL) |
| Haemoglobin (alternative PV criterion) | >170 g/L (>17.0 g/dL) | >150 g/L (>15.0 g/dL) |
| Haematocrit (high threshold) | >0.54 (54%) | >0.47 (47%) |
| Elevated red cell mass (RCM) by Cr-51 study | >36 mL/kg | >32 mL/kg |
Steps to Confirm True Erythrocytosis
Initial Workup
Once true erythrocytosis is confirmed, a systematic initial evaluation is required to identify potentially reversible secondary causes before considering a primary myeloproliferative neoplasm.
History โ Key Areas to Explore
- Smoking history: Pack-years, current status. Chronic carbon monoxide exposure from smoking causes a compensatory erythrocytosis (carboxyhaemoglobin levels of 5โ15% in active smokers).
- Obstructive sleep apnoea (OSA): Snoring, witnessed apnoeas, excessive daytime somnolence, Epworth Sleepiness Scale score โฅ10. Nocturnal hypoxaemia drives erythropoietin production.
- Chronic lung disease: COPD, pulmonary fibrosis, bronchiectasis โ all common in Australia, particularly in ex-smokers and Aboriginal communities. Resting oxygen saturation <92% is a red flag.
- Altitude: Residence or prolonged stay at altitude (>2,000 m). Notable for Australians who have lived in highland regions of Papua New Guinea, Andean countries, or the Ethiopian highlands.
- Exogenous testosterone / androgen use: Testosterone replacement therapy (TRT) for hypogonadism is increasingly prescribed in Australia. Erythrocytosis occurs in 5โ20% of men on TRT and is the most common adverse effect requiring dose modification. Also consider anabolic-androgenic steroid (AAS) use in athletes or bodybuilders.
- Performance-enhancing substances: Recombinant erythropoietin (EPO) or darbepoetin misuse in athletes (cycling, endurance sports); blood doping.
- Renal disease: Autosomal dominant polycystic kidney disease (ADPKD), renal cell carcinoma, post-renal transplant erythrocytosis (occurs in ~10โ15% of renal transplant recipients).
- High-altitude occupation: Aviation (unpressurised aircraft), mining in elevated regions.
- Cardiac disease: Right-to-left cardiac shunts (Eisenmenger syndrome, cyanotic congenital heart disease).
- Family history: Hereditary erythrocytosis (e.g. high-oxygen-affinity haemoglobin variants, VHL mutations, EGLN1/PHD2 mutations, EPOR mutations) โ rare but important to consider in younger patients.
- Thrombotic history: Prior DVT, PE, stroke, TIA, splanchnic vein thrombosis (portal vein, hepatic vein, mesenteric vein) โ splanchnic vein thrombosis may be the presenting feature of occult PV.
- Symptoms suggestive of PV: Aquagenic pruritus (itching after hot shower/bath โ pathognomonic, occurs in ~40% of PV), erythromelalgia (burning pain and erythema of extremities), early satiety (splenomegaly), gout, peptic ulcer disease.
Physical Examination
- Ruddy plethora: Plethoric facies, injected conjunctivae, redness of palms and mucous membranes due to expanded red cell mass.
- Splenomegaly: Present in ~75% of PV at diagnosis; palpable spleen below the left costal margin is a key finding. Also assess for hepatomegaly (~30% of PV).
- Oxygen saturation: Pulse oximetry (SpOโ) at rest and during exertion. SpOโ <92% at rest suggests significant cardiopulmonary disease; consider arterial blood gas (ABG) if SpOโ borderline.
- BMI and neck circumference: Obesity (BMI >30) and neck circumference >43 cm in men (>41 cm in women) increase OSA risk.
- Signs of chronic lung disease: Barrel chest, wheeze, reduced air entry, clubbing.
- Cardiovascular examination: Murmurs (right-to-left shunt), elevated JVP, peripheral oedema.
- Skin: Erythromelalgia (erythema, warmth, pain in digits), excoriations from pruritus, ecchymoses (if concurrent thrombocytosis with aspirin use).
- Neurological examination: Focal deficits suggestive of prior thrombotic stroke; visual field assessment.
Initial Laboratory Investigations
Differentiating Primary vs Secondary Erythrocytosis
The distinction between primary (clonal) and secondary (reactive) erythrocytosis is the central diagnostic challenge. Serum erythropoietin (EPO) level is the single most informative initial test after true erythrocytosis is confirmed.
Diagnostic Algorithm
| Feature | Primary (Polycythaemia Vera) | Secondary Erythrocytosis |
|---|---|---|
| Serum EPO | Low or inappropriately normal | Elevated (physiological response) |
| JAK2 V617F / exon 12 | Positive (~98% of PV) | Negative |
| Splenomegaly | Common (~75%) | Uncommon (unless hepatorenal cause) |
| Leucocytosis / thrombocytosis | Often present (panmyelosis) | Typically absent |
| Pruritus (aquagenic) | Characteristic (~40%) | Absent |
| Bone marrow biopsy | Panmyelosis, pleomorphic megakaryocytes | Normal or erythroid-predominant |
| SpOโ / PaOโ | Normal (unless concurrent lung disease) | Often reduced (hypoxic cause) |
| Common aetiologies | Clonal JAK2-mutant stem cell disorder | COPD, OSA, smoking, testosterone, altitude, renal disease, EPO-secreting tumour |
Secondary Causes โ Comprehensive Screening
- COPD / chronic bronchiectasis
- Obstructive sleep apnoea
- Obesity hypoventilation syndrome (BMI >30)
- High altitude residence (>2,000 m)
- Right-to-left cardiac shunt (cyanotic CHD, Eisenmenger)
- Chronic carbon monoxide exposure (smoking, occupational)
- Hypoventilation syndromes (neuromuscular, chest wall)
- Exogenous testosterone / androgen therapy
- Exogenous EPO / darbepoetin (sport doping, CKD treatment)
- Renal: ADPKD, renal artery stenosis, post-renal transplant
- Hepatocellular carcinoma
- Renal cell carcinoma
- Cerebellar haemangioblastoma (VHL syndrome)
- Uterine leiomyoma (rare)
- Hereditary: high-affinity Hb variants, VHL/EGLN1/EPOR mutations
- Meningioma, phaeochromocytoma, paraganglioma (rare)
WHO 2016 Diagnostic Criteria for Polycythaemia Vera
PV is diagnosed when all three major criteria are met, or when the first two major criteria plus the minor criterion are fulfilled:
| Criterion | Type | Detail |
|---|---|---|
| Major 1 | Haemoglobin / Haematocrit | Hb >165 g/L (men) / >160 g/L (women); or Hct >0.49 (men) / >0.48 (women); or elevated red cell mass (>25% above predicted) |
| Major 2 | Bone marrow biopsy | Hypercellularity for age with trilineage growth (panmyelosis) including pleomorphic, mature megakaryocytes |
| Major 3 | Molecular | JAK2 V617F or JAK2 exon 12 mutation |
| Minor | Biochemical | Subnormal serum erythropoietin level |
Risk Stratification & Thrombotic Risk Assessment
Thrombotic events are the leading cause of morbidity and mortality in polycythaemia vera. Risk stratification determines the intensity of therapy and guides decisions regarding venesection alone versus addition of cytoreductive agents.
Additional Thrombotic Risk Factors in PV
- JAK2 V617F allele burden โ higher burden associated with increased thrombotic risk
- Cardiovascular risk factors: hypertension, diabetes mellitus, hyperlipidaemia, obesity, smoking
- Concurrent thrombocytosis (>400 ร 10โน/L) or leucocytosis (>11 ร 10โน/L)
- Prior venous thromboembolism (especially splanchnic, cerebral)
- Female sex (higher risk of splanchnic vein thrombosis, particularly with oral contraceptive use)
Management of Polycythaemia Vera
Management of PV is tailored to thrombotic risk category. All patients with PV require treatment aimed at maintaining haematocrit below 0.45, as demonstrated by the CYTO-PV trial (Marchioli et al., NEJM 2013).
First-Line Therapy: Venesection + Low-Dose Aspirin
Venesection (Therapeutic Phlebotomy)
- Target: Haematocrit <0.45 (all risk groups)
- Volume: 250โ500 mL per session (one unit of whole blood equivalent)
- Frequency: Initially every 1โ2 weeks until target Hct achieved; then every 4โ12 weeks for maintenance (individually tailored based on rate of Hct rise)
- Setting: Performed at hospital day centres, Australian Red Cross Lifeblood donor centres (in some states, by arrangement), or haematology outpatient clinics
- Iron monitoring: Serial venesection depletes iron stores โ ferritin will fall. Do not supplement iron unless symptomatic anaemia develops, as iron repletion may accelerate erythropoiesis and counteract venesection benefit
- MBS item: Therapeutic venesection is claimable under MBS items when performed for diagnosed PV (haematology outpatient attendance item also applicable)
Cytoreductive Therapy (High-Risk PV)
Cytoreductive agents are indicated for high-risk and very-high-risk PV patients, or those who cannot achieve Hct <0.45 with venesection alone (e.g. intolerance, high venesection frequency requirement, symptomatic splenomegaly, progressive thrombocytosis).
Management of Secondary Erythrocytosis
Treatment of secondary erythrocytosis is directed at the underlying cause. Venesection is not routinely recommended for secondary erythrocytosis unless haematocrit exceeds 0.56 and there are symptoms attributable to hyperviscosity, as aggressive venesection may worsen tissue oxygen delivery in hypoxic patients.
- Smoking-related: Smoking cessation counselling and support (Quitline 13 7848, nicotine replacement therapy or varenicline)
- OSA: CPAP therapy, weight management, sleep physician referral
- COPD: Optimise bronchodilator therapy, long-term oxygen therapy (LTOT) if criteria met (PaOโ โค55 mmHg or โค59 mmHg with cor pulmonale), pulmonary rehabilitation
- Testosterone / androgen therapy: Dose reduction, increased monitoring frequency, consider discontinuation if Hct rises above 0.54. TGA recommends regular FBC monitoring in all men on TRT.
- High-altitude: Acclimatisation advice; relocation if medically indicated
- Renal / endocrine causes: Nephrology / endocrine referral; management of underlying renal tumour or ADPKD
Monitoring
Long-term monitoring of PV and erythrocytosis requires regular assessment of haematological parameters, thrombotic risk, treatment side effects, and disease progression. The following framework applies to managed patients with confirmed PV:
| Parameter | Frequency | Target / Notes |
|---|---|---|
| FBC (Hct, Hb, WCC, platelets) | Every 1โ3 months (stable); every 2โ4 weeks (titration phase) | Hct <0.45; platelets <400 ร 10โน/L; WCC <10 ร 10โน/L |
| Serum ferritin | Every 3โ6 months | Declining levels expected with serial venesection; avoid supplementation unless symptomatic iron deficiency |
| Uric acid | Every 6โ12 months | Monitor for hyperuricaemia / gout (increased cell turnover); treat with allopurinol if recurrent |
| Renal function (eGFR) | Every 6โ12 months | Required for medication dosing adjustments |
| LFTs | Every 6โ12 months | Hepatomegaly, Budd-Chiari surveillance, hepatotoxicity from cytoreductives |
| JAK2 V617F allele burden | Every 6โ12 months (specialist setting) | Declining burden suggests treatment response; molecular remission possible with interferon |
| Skin examination | Annually (more frequently on hydroxycarbamide) | Hydroxycarbamide increases non-melanoma skin cancer risk |
| Cardiovascular risk factors | Every 3โ6 months | BP, lipids, HbA1c, smoking status, BMI โ aggressive CV risk management is essential |
| Spleen size (clinical ยฑ ultrasound) | Every 6โ12 months | Progressive splenomegaly may indicate disease progression or myelofibrotic transformation |
| Bone marrow biopsy | If disease progression suspected (progressive fibrosis, resistance to therapy) | Assess for transformation to myelofibrosis (~10โ20% over 15โ20 years) or acute myeloid leukaemia (~1โ3%) |
Special Populations
Pregnancy
Paediatric
Elderly (โฅ65 years)
Renal Impairment
Hepatic Impairment
Immunocompromised
When to Refer
Timely haematology referral is essential for appropriate diagnosis and management of polycythaemia vera and for evaluation of unexplained or refractory erythrocytosis. The following scenarios mandate specialist referral:
Aboriginal and Torres Strait Islander Health Considerations
Aboriginal and Torres Strait Islander Australians experience a disproportionate burden of conditions causing secondary erythrocytosis, particularly chronic lung disease, smoking-related illness, and rheumatic heart disease with associated cyanotic cardiac complications. The intersection of these comorbidities with limited specialist access in remote communities creates a significant health equity challenge in the diagnosis and management of erythrocytosis.
Key Considerations
๐ References
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