iron deficiency
Iron deficiency is the most common nutritional deficiency worldwide and the leading cause of anaemia. Symptoms (fatigue, restless legs, pica, cognitive impairment) often precede anaemia. Diagnosis requires context-specific ferritin/TSAT thresholds.
quick recognition
- fatigue, exercise intolerance, depression, insomnia disproportionate to haemoglobin
- pica (pagophagia = ice craving is classic) — highly specific
- restless leg syndrome — check ferritin in all new presentations
- new ↓ MCV — MCV is stable through life; a new drop is iron deficiency until proven otherwise (other causes: lead, sideroblastic — rare)
- glossitis, angular cheilitis, koilonychia (late signs)
Low iron → body prioritises haeme synthesis → diverts iron from muscle and brain → fatigue, cognitive dysfunction, and restless legs occur well before Hb drops. Anaemia is a late complication, not the definition.
diagnosis / investigations
iron studies — what each marker tells you
| marker | what it reflects | strengths | pitfalls |
|---|---|---|---|
| ferritin | iron stores (liver, macrophages) | most sensitive/specific single test | acute-phase reactant — falsely ↑ in inflammation, liver disease, malignancy |
| TSAT | iron available for erythropoiesis — serum iron / TIBC x 100 | less affected by inflammation than ferritin | diurnal variation; measure fasting AM; affected by recent meals, haemolysis |
| TIBC | transferrin capacity (surrogate) | ↑ in absolute deficiency | ↓ in inflammation (suppressed hepatic synthesis) |
| serum iron | circulating iron bound to transferrin | — | highly volatile; poor standalone marker |
| sTfR | tissue iron demand | not an acute-phase reactant | not universally available |
| MCV | red cell size | a new ↓ is very specific for iron deficiency | normal MCV does not exclude iron deficiency (normocytic IDA is common) |
interpretation patterns
| pattern | ferritin | TSAT | TIBC | interpretation |
|---|---|---|---|---|
| absolute iron deficiency | ↓ (<30) | ↓ (<20%) | ↑ | depleted stores; hepcidin suppressed |
| functional iron deficiency | normal/↑ | ↓ (<20%) | ↓/normal | stores present but locked — inflammation-driven hepcidin blocks release |
| anaemia of chronic disease | normal/↑ (>100) | normal/↓ | ↓/normal | sequestration without true depletion |
| mixed (IDA + inflammation) | 30–100 | ↓ (<20%) | normal/↑ | most diagnostically challenging |
| iron overload | ↑ (>300) | ↑ (>45%) | ↓ | screen with TSAT >45% → HFE genotyping |
context-specific diagnostic thresholds
| clinical context | ferritin threshold (µg/L) | TSAT threshold | notes |
|---|---|---|---|
| healthy adults | <30–45 | <20% | AGA recommends <45 for optimal sensitivity |
| chronic inflammation | <100 | <20% | ferritin unreliable; TSAT preferred |
| CKD (non-dialysis) | <100 | <20% | KDIGO: focus on TSAT |
| CKD (haemodialysis) | <200 | <20% | higher threshold — chronic uraemic inflammation |
| heart failure | <100 (or 100–299 + TSAT <20%) | <20% | TSAT <20% is the primary predictor of IV iron benefit |
| pregnancy | <30 | <20% | screen at booking and 24–28 weeks |
| acute inflammation | <70 | <20% | ferritin unreliable |
Inflammation → IL-6 → JAK2-STAT3 → hepcidin ↑ → ferroportin degradation → iron trapped in macrophages and enterocytes → low TSAT despite adequate stores. This is why oral iron fails in inflammatory states (absorption blocked at enterocyte) and IV iron is required.
the grey zone — ferritin 30–100 µg/L
- if clinical suspicion persists → therapeutic trial of iron
- BSG recommendation: Hb rise ≥10 g/L within 2–4 weeks → confirms iron deficiency
- sTfR can help if available — elevated in true deficiency, normal in anaemia of chronic disease
gold standard
Bone marrow biopsy with Prussian blue stain — rarely performed in practice. The clinically relevant standard is response to iron repletion (symptoms + Hb + iron studies).
when to suspect — aetiological workup
mandatory investigations
- men and postmenopausal women → bidirectional endoscopy (GI malignancy found in ~11% — lower GI 8.9%, upper GI 2.0%)
- all patients → coeliac serology (tTG-IgA) and H. pylori testing — common treatable causes of malabsorption
- premenopausal women → evaluate for heavy menstrual bleeding first (see below); GI workup if refractory or GI symptoms present
premenopausal women — heavy menstrual bleeding
Iron deficiency prevalence in women: 11–20% (up to 40% in women ≤21 years). Significantly underdiagnosed.
history clues suggesting HMB:
- bleeding >7 days
- clots >2.5 cm (quarter-sized)
- gushing episodes
- overnight accidents
- changing products every 1–2 hours
- adaptive behaviours (double-padding, lifestyle changes)
workup for HMB:
- CBC, coagulation studies (PT, PTT, VWF panel, fibrinogen, platelet aggregation)
- iron studies, TSH, pregnancy test
- pelvic exam ± ultrasound (if structural cause suspected or age ≥40)
HMB since menarche + personal/family bleeding history → consider coagulopathy. Found in up to one-third of patients with HMB. Von Willebrand disease in 13%.
when to refer for endoscopy (premenopausal, no GI symptoms):
- iron deficiency persists despite treating HMB
- no identifiable cause of iron deficiency
- personal or family risk factors for GI malignancy
- age ≥40
management
step 1: treat the cause
- GI lesion → endoscopic/surgical management
- HMB → hormonal management + iron repletion concurrently
- coeliac / H. pylori → treat underlying condition
- if iron deficiency persists after HMB treatment → investigate for secondary GI cause
step 2: oral iron
first-line for stable patients who can tolerate oral iron, without malabsorption, active bleeding, or chronic inflammatory disease.
| formulation | elemental iron per tablet |
|---|---|
| ferrous sulphate 325 mg | 65 mg |
| ferrous fumarate 325 mg | 106 mg |
| ferrous gluconate 325 mg | 37.5 mg |
- all formulations are equivalent in efficacy — choose affordable
- dosing: once daily or every other day — alternate-day dosing ↓ GI side effects and shows higher fractional absorption in isotope studies, but RCTs show no significant difference in Hb rise; consider alternate-day when daily dosing not tolerated
- take ≥30 min before meals, 1–2 h before other medications
- avoid concurrent milk, calcium, caffeine, antacids, tea, PPIs
- continue 6–12 months to replenish stores
Li, JAMA Netw Open. 2020 — RCT (n=440): no difference in Hb change at 2 weeks with vitamin C co-administration vs. oral iron alone. However, isotope studies show ascorbic acid on an empty stomach may improve fractional absorption by ~30%. Evidence is mixed — AGA 2024 suggests 500 mg vitamin C may help when iron is taken with meals containing calcium or fibre. Not routinely needed when iron is taken on an empty stomach.
step 3: IV iron
indications:
- oral iron failure (Hb rise <10 g/L in 2–4 weeks)
- malabsorption (IBD, coeliac, bariatric surgery)
- active bleeding or severe symptomatic anaemia
- chronic/inflammatory disease (CKD, HF, rheumatological)
- 2nd/3rd trimester pregnancy
- IBD (oral iron may be harmful — ↑ luminal inflammation)
| formulation | infusions for 1 g | notes |
|---|---|---|
| iron derisomaltoside (Monoferric) | 1 | single-dose option |
| low-molecular-weight iron dextran | 1 | requires test dose at some centres |
| ferumoxytol (Feraheme) | 1–2 | rapid infusion option |
| ferric carboxymaltose (FCM) | 2 | hypophosphataemia risk — see below |
| iron sucrose / ferric gluconate | ≥5 | more infusion visits |
- all formulations similar in efficacy
- dose: 1 g empirically or calculate with Ganzoni formula
heart failure — specific evidence
Heart Failure Diagnosis — check ferritin + TSAT in all HF patients.
FAIR-HF (2009), CONFIRM-HF (2015) — IV iron (FCM) in HFrEF with TSAT <20% → improved functional capacity and quality of life. AFFIRM-AHF (2020) — IV FCM at discharge after acute HF → ↓ total HF hospitalisations (RR 0.74), but primary composite endpoint (HF hospitalisations + CV death) not met (p=0.059).
what NOT to do
- do not use a “normal” ferritin to exclude iron deficiency in HF, CKD, or inflammatory disease — ferritin is an acute-phase reactant
- do not check iron studies earlier than 4–6 weeks post-IV iron — earlier values reflect the infusion, not true stores
- do not check iron studies post-transfusion — invalid for several weeks
- do not give IV iron during active bacteraemia — theoretical risk of promoting bacterial growth (iron is a bacterial growth factor)
- do not give epinephrine or antihistamines for Fishbane reactions — unnecessary and may cause adverse effects (see below)
- do not rely on serum iron alone — volatile, diurnal variation, poor discriminatory value
- do not prescribe iron BID/TID routinely — hepcidin surge after first dose blocks subsequent absorption; alternate-day dosing shows equivalent Hb outcomes with fewer side effects
safety and monitoring
oral iron
- GI side effects (nausea, constipation, dark stools) — manage by ↓ frequency or switching formulation
- post-treatment labs at 6 months: target ferritin >30–50 µg/L, TSAT >20%
IV iron — Fishbane reaction
- occurs in ~1% of infusions — not an allergic reaction (not IgE-mediated; no tryptase elevation)
- flushing, arthralgias, myalgias, back/chest pain; no urticaria, angioedema, or bronchospasm
- mechanism: likely related to labile (free) iron
- management: stop infusion → symptoms resolve spontaneously → restart at slower rate → symptoms do not recur
Fishbane reactions are self-limited and NOT anaphylaxis. Epinephrine and antihistamines are unnecessary and may cause adverse effects (hypotension, flushing). True anaphylaxis with IV iron is exceedingly rare (~24–68 per 100,000 infusions with newer formulations).
ferric carboxymaltose — 6H syndrome
- develops 1–2 weeks post-infusion: ↑ FGF-23 → renal phosphate wasting → hypophosphataemia, hypovitaminosis D, hypocalcaemia, secondary hyperparathyroidism
- incidence of hypophosphataemia: up to 74% with FCM
- complications: osteomalacia, fractures, muscle weakness, respiratory failure (with repeated dosing)
- monitor serum phosphate after FCM; consider iron derisomaltoside as alternative if recurrent dosing needed
IV iron and infection
- safe in patients with mild, resolving infections
- hold during active bacteraemia
- does not confer higher risk of nosocomial infection in hospitalised patients
special populations
pregnancy
- screen at booking and 24–28 weeks (ferritin <30 µg/L)
- oral iron first-line in 1st trimester; IV iron preferred in 2nd/3rd trimester if oral fails
- perinatal iron deficiency (even without anaemia) may contribute to neurodevelopmental delay — iron is shunted away from the developing brain to maintain haeme synthesis
- check iron parameters each trimester; repeat IV iron if still deficient
CKD
- diagnostic thresholds are higher (see table above) — sensitivity of standard cutoffs remains poor
- many iron-deficient CKD patients are missed
- ESRD on haemodialysis has a different approach (higher ferritin thresholds, routine IV iron protocols) — not covered here
key trials summary
| trial | year | design | result |
|---|---|---|---|
| Stoffel, Lancet Haematol. 2017 | 2017 | iron isotope study, iron-depleted premenopausal women | alternate-day dosing → higher fractional absorption (21.8% vs 16.3%) and lower hepcidin; subsequent clinical RCTs show no significant Hb difference |
| Li, JAMA Netw Open. 2020 | 2020 | RCT, n=440, IDA | vitamin C co-administration → no difference in Hb rise at 2 weeks |
| FAIR-HF (2009) | 2009 | RCT, HFrEF + iron deficiency | IV FCM → improved self-reported patient global assessment and NYHA class |
| CONFIRM-HF (2015) | 2015 | RCT, HFrEF + iron deficiency | IV FCM → sustained improvement in 6MWT and ↓ HF hospitalisations over 52 weeks |
| AFFIRM-AHF (2020) | 2020 | RCT, acute HF + iron deficiency | IV FCM at discharge → primary composite (HF hospitalisations + CV death) not met (p=0.059); ↓ total HF hospitalisations alone (RR 0.74, p=0.013); no CV death difference |