The term “pernicious anemia” is an anachronism—it dates from the era when treatment had not yet been discovered, and the disease was fatal—but it remains in use for megaloblastic anemia resulting from vitamin B12 deficiency due to lack of intrinsic factor (IF). Impaired IF production can occur in adults due to autoimmune destruction of parietal cells, which secrete IF. Gastrectomy can significantly reduce the production of IF. A rare congenital autosomal recessive disorder can result in deficiency of IF without gastric atrophy.
Several conditions other than impaired Intrinsic Factor production can cause a megaloblastic anemia such as: folic acid deficiency, altered pH in the small intestine, and lack of absorption of B12 complexes in the terminal ileum. Thus, pernicious anemia must be differentiated from other disorders that interfere with the absorption and metabolism of vitamin B-12 (see DDx and Workup).
The following goals are the most important in establishing care for patients with pernicious anemia:
To establish that the patient has cobalamin deficiency
Treat with cobalamin. Higher doses of cobalamin are administered in patients with B12-related mental or neurological impairment.
If there is evidence for folic acid deficiency but pernicious anemia remains a possibility, treat with both folic acid and cobalamin until pernicious anemia has been ruled out. The reason is that folic acid restores blood counts but does not prevent the development of subacute combined system degeneration in patients with pernicious anemia.
Monitor therapy to confirm that that therapy has been effective
Administration of adequate quantities of cobalamin for the remainder of the patient's life
Periodic evaluation to rule out gastric carcinoma
For further discussion, see Treatment and Medication.
Classic pernicious anemia is caused by the failure of gastric parietal cells to produce sufficient IF (a gastric protein secreted by parietal cells) to permit the absorption of adequate quantities of dietary vitamin B-12. Other disorders that interfere with the absorption and metabolism of vitamin B12 can produce cobalamin deficiency, with the development of a macrocytic anemia and neurologic complications.
Cobalamin is an organometallic substance containing a corrin ring, a centrally located cobalt atom, and various axial ligands (see the image below).
The basic structure known as vitamin B12 is solely synthesized by microorganisms, but most animals are capable of converting vitamin B12 into the two coenzyme forms, adenosylcobalamin and methylcobalamin. The former is required for conversion of L- methylmalonic acid to succinyl coenzyme A (CoA), and the latter acts as a methyltransferase for conversion of homocysteine to methionine.
When either cobalamin or folate is deficient, thymidine synthase function is impaired. This leads to megaloblastic changes in all rapidly dividing cells because DNA synthesis is diminished. In erythroid precursors, macrocytosis and ineffective erythropoiesis occur.
Severe neurological impairment, usually subacute combined system degeneration, occurs in cobalamin deficiency. However, vitamin B12 deficiencies can also present as peripheral neuropathy, psychosis, or leukoencephalopathy. Cobalamine neurological disorders can occur independently of hematological manifestations of pernicious anemia. The biochemical impairment in neurological degeneration may differ from hematological changes. 
Dietary cobalamin is acquired mostly from meat and milk and is absorbed in a series of steps, which require proteolytic release from foodstuffs and binding to IF. Subsequently, recognition of the IF-cobalamin complex by specialized ileal receptors—cubilin receptors—must occur for transport into the portal circulation to be bound by transcobalamin II (TCII), which serves as the plasma transporter.
The cobalamin-TCII complex binds to cell surfaces and is endocytosed. The transcobalamin is degraded within a lysozyme, and the cobalamin is released into the cytoplasm. An enzyme-mediated reduction of the cobalt occurs with either cytoplasmic methylation to form methylcobalamin or mitochondrial adenosylation to form adenosylcobalamin.
Defects of these steps produce manifestations of cobalamin dysfunction. Most defects become manifest in infancy and early childhood and result in impaired development, mental retardation, and a macrocytic anemia. Certain defects cause methylmalonic aciduria and homocystinuria. See the image below.
Pernicious anemia probably is an autoimmune disorder with a genetic predisposition. The disease is more common than is expected in families of patients with pernicious anemia, and it is associated with human leukocyte antigen (HLA) types A2, A3, and B7 and type A blood group.
Antiparietal cell antibodies occur in 90% of patients with pernicious anemia but in only 5% of healthy adults. Similarly, binding and blocking antibodies to IF are found in most patients with pernicious anemia. A greater association than anticipated exists between pernicious anemia and other autoimmune diseases, including thyroid disorders, type 1 diabetes mellitus, ulcerative colitis, Addison disease, infertility, and acquired agammaglobulinemia. An association between pernicious anemia and Helicobacter pylori infections has been postulated but not clearly proven.
Cobalamin deficiency may result from dietary insufficiency of vitamin B12; disorders of the stomach, small bowel, and pancreas; certain infections; and abnormalities of transport, metabolism, and utilization (see Etiology). Deficiency may be observed in strict vegetarians.  Breastfed infants of vegetarian mothers also are affected. Severely affected infants of vegetarian mothers who do not have overt cobalamin deficiency have been reported.
Meat and milk are the main source of dietary cobalamin. Because body stores of cobalamin usually exceed 1000 µg and the daily requirement is about 1 µg, strict adherence to a vegetarian diet for more than 5 years usually is required to produce findings of cobalamin deficiency.
Classic pernicious anemia produces cobalamin deficiency due to failure of the stomach to secrete IF (see the image below).
In adults, pernicious anemia is associated with severe gastric atrophy and achlorhydria, which are irreversible. Coexistent iron deficiency is common because achlorhydria prevents solubilization of dietary ferric iron from foodstuffs. Autoimmune phenomena and thyroid disease frequently are observed. Patients with pernicious anemia have a 2- to 3-fold increased incidence of gastric carcinoma.
Cobalamin deficiency may result from the following:
Inadequate dietary intake (ie, vegetarian diet)
Atrophy or loss of gastric mucosa (eg, pernicious anemia, gastrectomy, ingestion of caustic material, hypochlorhydria, histamine 2 [H2] blockers)
Functionally abnormal IF
Inadequate proteolysis of dietary cobalamin
Insufficient pancreatic protease (eg, chronic pancreatitis, Zollinger-Ellison syndrome [ZES])
Bacterial overgrowth in intestine (eg, blind loop, diverticula) - bacteria compete with the body for cobalamin
Diphyllobothrium latum (fish tapeworm) competes with the body for cobalamin
Disorders of ileal mucosa (eg, resection, ileitis, sprue, lymphoma, amyloidosis, absent IF-cobalamin receptor, Imerslünd-Grasbeck syndrome, ZES, TCII deficiency, use of certain drugs)
Disorders of plasma transport of cobalamin (eg, TCII deficiency, R binder deficiency)
Dysfunctional uptake and use of cobalamin by cells (eg, defects in cellular deoxyadenosylcobalamin [AdoCbl] and methylcobalamin [MeCbl] synthesis)
An increased incidence of pernicious anemia in families suggests a hereditary component to the disease. Patients with pernicious anemia have an increased incidence of autoimmune disorders and thyroid disease, suggesting that the disease has an immunologic component. For example, pernicious anemia may occur together with autoimmune thyroid disease, type 1A diabetes mellitus, alopecia, vitiligo, and chronic atrophic gastritis in type III polyglandular autoimmune (PGA) syndrome—one of a rare group of disorders also known as autoimmune polyendocrine syndromes (APS) and polyglandular failure syndromes.  Type III PGA occurs in adults.
Children who develop cobalamin deficiency usually have a hereditary disorder, and the etiology of their cobalamin deficiency is different from the etiology observed in classic pernicious anemia. Congenital pernicious anemia is a hereditary disorder in which an absence of IF occurs without gastric atrophy. Other gastric conditions that cause cobalamin deficiency are gastrectomy, gastric stapling, and bypass procedures for obesity and extensive infiltrative disease of the gastric mucosa. Usually, these conditions are associated with a decreased ability to mobilize cobalamin from food rather than a malabsorption of cobalamin; thus, a patient may exhibit a normal finding on a Schilling test (stage I).
Pancreatic insufficiency can produce cobalamin deficiency. Nonspecific R binders chelate cobalamin in the stomach, making it unavailable for binding to IF. Pancreatic proteases degrade the R binders and release the cobalamin so that it can bind IF. The cobalamin-IF complex is formed so that it can bind ileal receptors that enable uptake by absorptive cells. Thus, patients with chronic pancreatitis may have impaired absorption of cobalamin.
Cobalamin deficiency is also reported in ZES. The mechanism is believed to be due to the acidic pH of the distal small intestine, which hinders the cobalamin-IF complex from effectively binding to the ileal receptors.
Disorders of the ileum cause cobalamin deficiency as a consequence of the loss of the ileal receptors for the cobalamin-IF complex. Thus, surgical loss of the ileum and diseases such as tropical sprue, regional enteritis, ulcerative colitis, and ileal lymphoma interfere with cobalamin absorption.
Genetic defects of the ileal receptors for IF (ie, Imerslünd-Grasbeck syndrome) and hereditary transcobalamin I (TCI) deficiency produce cobalamin deficiency from birth and are usually discovered early in life.
Many drugs impair cobalamin uptake in the ileum but are rarely a cause of symptomatic vitamin B12 deficiency, because they are not taken for long enough to deplete body stores of cobalamin. Such agents include nitrous oxide, cholestyramine, para -aminosalicylic acid, neomycin, metformin, phenformin, and colchicine.
The clinical manifestations of inherited defects of cobalamin transport and metabolism are usually observed in infancy and childhood. Thus, they are discussed only briefly in this article.
Three hereditary disorders affect absorption and transport of cobalamin, and another seven alter cellular use and coenzyme production. The three disorders of absorption and transport are TCII deficiency, IF deficiency, and IF receptor deficiency. These defects produce developmental delay and a megaloblastic anemia, which can be alleviated with pharmacologic doses of cobalamin. Serum cobalamin values are decreased in the two IF abnormalities but may be within the reference range in TCII deficiency.
The seven abnormalities of cellular use, commonly denoted by letters A through G, can be detected by the presence or absence of methylmalonic aciduria and homocystinuria. The presence of only methylmalonic aciduria indicates a block in conversion of methylmalonic CoA to succinyl CoA and results in either a genetic deficit in the methylmalonyl CoA mutase that catalyzes the reaction or a defect in synthesis of its CoA cobalamin (cobalamin A and cobalamin B deficiency).
The presence of only homocystinuria results either from poor binding of cobalamin to methionine synthase (cobalamin E deficiency) or from producing methylcobalamin from cobalamin and S adenosylmethionine (cobalamin G deficiency). This results in a reduction in methionine synthesis, with pronounced homocystinemia and homocystinuria.
Methylmalonic aciduria and homocystinuria occur when the metabolic defect impairs reduction of cobalamin III to cobalamin II (cobalamin C, cobalamin D, and cobalamin F deficiency). This reaction is essential for formation of both methylmalonic acid and homocystinuria.
Early detection of these rare disorders is important because most patients respond favorably to large doses of cobalamin. However, some of these disorders are less responsive than others, and delayed diagnosis and treatment are less efficacious.
Abnormalities in the intestinal lumen may produce cobalamin deficiency. Individuals with blind intestinal loops, stricture, and large diverticula may develop bacterial overgrowth, which sequesters dietary cobalamin for their metabolic needs. Tapeworm infestation with Diphyllobothrium latum occurs from eating poorly cooked lake fish that are infected and causes cobalamin deficiency because the parasites have a high requirement for cobalamin.
The adult form of pernicious anemia is most prevalent among individuals of either Celtic (ie, English, Irish, Scottish) or Scandinavian origin. In these groups, 10-20 cases per 100,000 people occur per year.
Pernicious anemia is reported less commonly in people of other racial backgrounds. Although the disease was once believed to be rare in Native American people and uncommon in black people, its incidence in these groups now appears to be higher than previous estimates suggested. Indeed, it is now apparent that pernicious anemia occurs more commonly in all racial and ethnic groups than was previously recognized.
Age-, sex-, and race-related demographics
Adult pernicious anemia usually occurs in people aged 40-70 years.  Among white people, the mean age of onset is 60 years, whereas it occurs at a younger age in black people (mean age of 50 y), with a bimodal distribution caused by increased occurrence in young black females. Congenital pernicious anemia usually manifests in children younger than 2 years.
A female predominance has been reported in England, Scandinavia, and among persons of African descent (1.5:1). However, data in the United States show an equal sex distribution.
Whereas the disease originally was believed to be restricted primarily to whites of Scandinavian and Celtic origin, recent evidence shows that it occurs in all races. In general, the prevalence of pernicious anemia is probably underestimated, due to the complexity of the diagnosis. 
The disease is called pernicious anemia because it was fatal prior to the discovery that it was a nutritional disorder. The megaloblastic appearance of cells led many to speculate that it was a neoplastic disease. The response of patients to liver therapy suggested that a nutritional deficiency was responsible for the disorder. This became obvious in clinical trials once vitamin B12 was isolated.
Currently, early recognition and treatment of pernicious anemia provide a normal, and usually uncomplicated, lifespan. Delayed treatment permits progression of the anemia and neurologic complications. If patients are not treated early in the disease, neurological complications can become permanent. Severe anemia can cause congestive heart failure or precipitate coronary insufficiency.
Although vitamin B12 therapy resolves the anemia, it does not cure the atrophic gastritis, which can progress to gastric cancer.  The incidence of gastric adenocarcinoma is 2- to 3-fold greater in patients with pernicious anemia than in the general population of the same age. Presently, periodic gastroscopy and/or barium roentgenographic studies are not advocated in patients with treated pernicious anemia who are asymptomatic, because such screening has not been demonstrated to prolong lifespan.
A population-based, case-control study using the Surveillance, Epidemiology, and End Results (SEER)–Medicare database found that elderly persons with pernicious anemia were not only at significantly increased risk for noncardia gastric adenocarcinoma (odds ratio [OR] 2.18) and gastric carcinoid tumors (OR, 11.43), they were also at increased risk for the following  :
Tonsillar cancer (OR, 2.00)
Hypopharyngeal cancer (OR, 1.92)
Esophageal squamous cell carcinoma (OR, 2.12)
Small intestinal cancer (OR, 1.63)
Liver cancer (OR, 1.49)
Myeloma (OR, 1.55)
Acute myeloid leukemia (OR, 1.68)
Myelodysplastic syndrome (OR, 2.87)
Chan et al, in a longitudinal study of 199 intrinsic factor antibody (IFA)-positive and 168 IFA-negative Chinese patients from the period between 1994 and 2007,  found that despite a good hematologic response to therapy, both groups had an unsatisfactory neurologic response, and newly diagnosed hypothyroidism was found during follow-up. In addition, newly diagnosed cancers were also found (24 in IFA-positive patients, seven in IFA-negative patients), of which 20% were gastric cancer. 
For the IFA-positive patients with a cancer, mean survival was 64 months; for those without a cancer, it was 129 months. Mortality was 31% in this group, in which cancer-related deaths represented 37% of the total.  For the IFA-negative patients with a cancer, mean survival was 36 months. For those without a cancer, it was 126 months. Mortality was 21% in this group, in which cancer-related deaths represented 14% of the total.
Chan et al concluded that although Chinese patients treated for pernicious anemia have a good survival period, the risk of gastric carcinomas is increased. Furthermore, IFA-positive patients had a higher risk of developing all types of cancers and cancer-related deaths than did IFA-negative patients. 
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- Approach Considerations
- Peripheral Blood Smear
- Indirect Bilirubin and Serum Lactate Dehydrogenase
- Evaluation of Gastric Secretions
- Serum Cobalamin
- Serum Folic Acid, Methylmalonic Acid, and Homocysteine
- Intrinsic Factor Antibodies
- Schilling Test
- Clinical Trial of Vitamin B12
- Bone Marrow Aspiration and Biopsy
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