# 22.1 Introduction to haematology 5169 Chris Hatton

# 22.1 Introduction to haematology 5169 Chris Hatton

ESSENTIALS
Haematology is the study of the composition, function, and diseases of the 
blood. The approach to a patient suspected of having a haematological 
disorder begins with taking a history (particularly noting fatigue, weight 
loss, fever, and history of bleeding) and performing a clinical examination 
(looking for signs of anaemia, infection, bleeding, and signs of cellular 
infiltration causing splenomegaly and/​or lymphadenopathy). Key inves-
tigations include a full blood count, a blood film, and (in selected cases) 
examination of the bone marrow. Further diagnostic tests now routinely 
performed on blood and marrow samples include immunophenotyping 
and cytogenetic and molecular analysis. Mutational signatures may be 
diagnostically useful and potentially define treatment, keeping haema-
tology in the vanguard of advances in modern medicine.
Introduction
Haematology has always been in the vanguard of advances towards truly 
modern medicine. The first disease defined at a molecular level was 
haematological (sickle cell disease); the first molecularly targeted treat-
ment was designed for a haematological disorder (imatinib in chronic 
myeloid leukaemia); and the revolution of immunological treatments, 
whether in the form of allogeneic bone marrow transplantation, fo-
cused therapies (such as rituximab) or cellular therapies (e.g. chimeric 
antigen receptor T-cells), was also begun from within haematology.
This remains the case today, and the discipline is now advancing 
at an almost bewildering pace. However, despite the huge advances 
made in diagnostic techniques and imaging, the starting point for 
evaluating a patient relies on basic clinical skills.
In this introduction, we outline the scope of haematology as a dis-
cipline, give an overview of the nature and function of blood cells, 
and provide a system for the newcomer to haematology to consider 
the likelihood of haematological disease in his or her patient.
The scope of haematology
Haematology is the study of the composition, function, and diseases 
of the blood. Its diversity as a specialism therefore immediately 
reflects the complexity of its subject. At its simplest, blood is div-
ided into the plasma component (water, electrolytes, clotting factors, 
and fibrinogen—​with serum being the same substance without the 
clotting factors) and the cellular component, comprising red cells, 
platelets, granulocytes, and lymphocytes. Each has its specific and 
irreplaceable role in the normal function of blood, which impacts in 
turn the function of every tissue in the body. Not only do diseases of 
the blood influence every downstream organ, systemic diseases will 
also manifest in the blood. An appreciation of normal blood counts 
and appearances is therefore central to many fields of medicine.
Diseases and the blood
Even a cell as apparently simple as the red blood cell, anucleate and 
devoid of intracellular organelles in its mature form, can manifest 
a variety of disorders. Inherited defects in the synthesis of globin 
genes, needed for the transport of oxygen to the peripheral tissues, 
constitute the commonest genetic diseases in the world. A host of 
additional genetic defects in glycolytic enzymes also impact on the 
survival of the red cell and the ability of the marrow to maintain a 
normal haemoglobin level. Meanwhile, the iron deficiency resulting 
from chronic occult blood loss may be the only clue to the presence 
of a malignant colonic tumour, and the failure to absorb vitamin 
B12 in pernicious anaemia may highlight the possibility of a range 
of additional autoimmune disorders. Erythropoietin, the key hor-
mone controlling red cell production, is synthesized principally 
in peritubular interstitial fibroblasts in the juxtamedullary region 
of the renal cortex and renal disease may therefore result in either 
insufficient or excess marrow stimulation. Thus the finding of an-
aemia, a low haemoglobin level, may point to either haematological 
disorders, or may reflect primary disease elsewhere. The careful in-
vestigation of the cause of anaemia (see Chapter 22.6.2) is an im-
portant part of general medical practice.
Granulocytes (neutrophils, eosinophils, and basophils, so termed 
to reflect the staining characteristics of the granules that are crit-
ical for their function) may also reflect both primary haematological 
disease and reactive conditions. The granules of neutrophils contain 
myeloperoxidase, needed in the cellular response to bacterial infec-
tion, and a high neutrophil count (neutrophilia) is commonly seen 
22.1
Introduction to haematology
Chris Hatton


SECTION 22  Haematological disorders
5170
in the context of infection or inflammation. The specific function 
of eosinophils in combating multicellular parasites means that a re-
active eosinophilia may also be seen in infection with these organ-
isms, as well as in allergic reactions. The uncontrolled proliferation 
of granulocytes of all kinds is seen in the myeloproliferative disorder 
chronic myeloid leukaemia, one of the first haematological malig-
nancies to be defined at the molecular level.
Neutropenia, by contrast, describes an inadequate number of 
circulating neutrophils, and may reflect primary marrow dysfunc-
tion (e.g. aplastic anaemia), the result of myelotoxic chemotherapy 
administration, or immune attack. The key role of neutrophils in 
maintaining the integrity of mucosal surfaces is highlighted by the 
increased risk of Gram-​negative infection in severe neutropenia, 
and the rapidly progressive sepsis that accompanies it is one of 
haematology’s most urgent medical emergencies.
Along with red cells and granulocytes, platelets form the last of the 
‘myeloid’ components of the blood. Their role in primary haemo-
stasis (again effected in part by the presence of cell-​specific granules) 
is highlighted in Chapter 22.7.3; they are the target of some of the 
most widely prescribed agents used in medical practice (aspirin and 
other antiplatelet agents are discussed in more detail in the Section 
16 on cardiovascular disease).
Lymphocytes divide into B cells, T cells, and NK cells. Each has 
its distinct role in the immune process, from the production of 
antibodies to cell-​mediated immunity and the development of 
antitumour action (e.g. through perforins secreted in the gran-
ules of cytotoxic T cells). As well as a reactive lymphocytosis or 
lymphopenia seen in response to viral infection, malignant trans-
formation of lymphoid cells may result in a circulating excess of 
clonal lymphocytes or lymphoid precursor cells, or in the develop-
ment of lymphadenopathy. Perhaps the most protean of haemato-
logical malignancies, lymphomas can affect any organ in the body. 
A discussion of the nature and treatment of these varied disorders is 
given in Chapters 22.4.3 and 22.4.4.
Disorders of haemostasis, whether hereditary or acquired, may 
reflect a lack of key components of the clotting cascade, platelet 
lack, or platelet dysfunction. The modulation of the haemostatic 
machinery for therapeutic purposes also highlights the increasing 
awareness of overefficient haemostasis—​for example, in the her-
editary thrombophilias. These are discussed in more detail in 
Chapters 22.7.4 and 22.7.5.
How does blood develop?
Haematopoiesis is the term used to describe the cellular pro-
cesses that produce blood cells. The sheer magnitude of the process 
is apparent in the observation that the bone marrow produces 
2.5 × 1011 red cells, 1 × 1011 platelets, and 1 × 1010 white cells per 
day. Beginning in the yolk sac in utero, the process of haemato-
poiesis switches to the spleen and the liver in the developing fetus 
before moving to the bone marrow. With increasing age, haemato-
poiesis becomes confined to the axial skeleton, with very little red 
(haematopoietically active) marrow present in the long bones of the 
limbs in adults.
The bone marrow contains an as yet undetermined number 
of pluripotent stem cells that are capable of both continuous self-​
renewal and differentiation. More mature cells lose the capacity for 
self-​renewal as they differentiate into fully functional mature blood 
cells or form the structural cellular matrix of the bone marrow 
stroma. As they divide, progenitors have a progressively restrictive 
lineage potential manifested by their use of specific transcription 
factors. A  number of cytokines such as erythropoietin, granulo-
cyte colony-​stimulating factor (G-​CSF), granulocyte–​macrophage 
colony-​stimulating factor (GM-​CSF), and thrombopoietin induce 
proliferation of specific lineages; these, together with complex cel-
lular interactions, lead to development of mature blood cells in the 
marrow and subsequent release into the blood. Although a detailed 
treatment of haematopoiesis is given in Chapter 22.2.1, it is clinic-
ally useful to consider two different populations arising from this 
process: these differentiate into the two main lineages of myeloid 
and lymphoid cells. As described previously, myeloid maturation, 
or myelopoiesis, produces red cells (erythrocytes), granulocytes, 
and platelets; while lymphopoiesis describes the development of 
lymphoid cells into mature B cells, T cells, and NK cells.
The identification of haematopoietic stem cells (HSCs) that 
traffic from the bone marrow to the blood and back provided a 
major step forward in haematological practice. The subsequent rec-
ognition that it was possible to harvest these HSCs from humans, 
and that after reinfusion they could re-​establish normal haemato-
poiesis, has led to the development of the flourishing practice of 
HSC transplantation. Although very few HSCs are present in the 
peripheral blood, it is possible to increase their numbers in blood 
using the growth factors G-​CSF or GM-​CSF, or by blocking the 
molecule that anchors stem cells in the marrow matrix, CXCR4. 
In clinical practice, autologous or allogeneic stem cell infusion can 
be used to reconstitute haematopoiesis after appropriate chemo-
therapy. The subject of HSC transplantation is covered in detail 
in Chapter 22.8.2. Bone marrow transplantation has had a huge 
impact, enabling long-​term remissions to be achieved in patients 
suffering from aggressive haematological malignancies and bone 
marrow failure syndromes.
Initial approach to the patient
The approach to a patient suspected of having a haematological 
disorder begins with taking a history and performing a clinical 
examination.
Potential features of the history may include fatigue (perhaps re-
flecting anaemia or underlying malignancy), weight loss, and fever 
(again suggestive of the hypercatabolic picture of malignancy). 
A careful bleeding history, including responses to previous haemo-
static challenges such as surgery and dental work, will be useful 
in delineating a possible bleeding diathesis. A general impression 
of the patient’s overall health status—​perhaps via recording his/​
her Eastern Cooperative Oncology Group (ECOG) performance 
score—​is important in assessing tolerance for treatment and in cat-
egorizing patients entering clinical trials.
Examination of the patient with a suspected blood disorder should 
concentrate on looking for signs of anaemia, infection, bleeding, and 
signs of cellular infiltration causing splenomegaly and lymphaden-
opathy. Pallor is a frequent finding in patients with anaemia though 
normal pigment differences in the skin make this an unreliable sign. 
Pallor of the mucous membranes or palmar creases may be more 
useful. Jaundice, commonly seen in liver disease, is also a prominent 


22.1  Introduction to haematology
5171
sign in patients with premature red cell destruction (haemolysis), 
and is readily detected in the sclerae. Signs of a bleeding tendency 
should be sought in the skin, mucous membranes, and the retina. 
Haemorrhage into the skin characteristically produces petechiae 
and ecchymoses. Petechial haemorrhages are small (1–​2 mm), often 
seen in areas with high venous pressure such as around the ankles, 
and are a common finding in patients with severe thrombocytopenia 
(platelet count <20 × 109/​litre). Ecchymoses (commonly known as 
bruises) are larger subcutaneous haemorrhages, a frequent finding 
after trauma but also occurring spontaneously in patients with a low 
platelet count or a functional platelet defect.
Lymphadenopathy is a common finding in patients with lympho­
proliferative disorders and is sometimes present in patients with mye-
loid disease. Enlargement of a lymph node becomes significant when 
greater than 1 cm and nodes of this size should be biopsied when pre-
sent for longer than 6 weeks without obvious cause. Splenomegaly 
may also be seen as a result of infiltration of the white pulp by a 
lymphoma or leukaemia, or more rarely in storage disorders such as 
Gaucher’s disease; expansion of the red pulp in chronic haemolysis 
may also cause splenomegaly. Rarely, the spleen may enlarge as a result 
of extramedullary haematopoiesis in conditions where there is bone 
marrow failure, such as myelofibrosis. In this situation, the spleen 
takes over the function of the bone marrow in producing blood.
Investigation of a suspected blood disorder
Laboratory investigation for malignant haematological disorders is 
covered in detail in Chapter 22.2.2. In the investigation of a ­patient 
with a suspected haematological disorder, a careful inspection of the 
blood film is essential. Morphological abnormalities of red cells or 
white cells can be diagnostic. For example, the finding of immature 
‘blast’ cells on a peripheral blood film is suggestive of acute leukaemia 
or marrow stress due to severe sepsis. The presence of immature red 
cell and white cell precursors (leucoerythroblastic anaemia) on the 
peripheral blood film is often indicative of bone marrow infiltra-
tion by malignancy or marrow stress due to severe sepsis. There is 
a huge range of morphological changes affecting all blood cell lin-
eages; the haematologist becomes accustomed to identifying those 
changes that are diagnostically significant. If necessary, inspection 
of the peripheral blood film is followed by bone marrow aspiration 
and biopsy, enabling the haematologist to assess the maturation of 
­precursor cells and to look for infiltration by malignancy.
The close link between immunology and haematology is em-
phasized by the importance of immunological analyses for the 
diagnosis of lymphoid disease. The finding of a paraprotein may 
suggest a mature B-​cell malignancy or plasma cell clone (myeloma). 
Further diagnostic tests are now routinely performed on blood 
and marrow samples obtained from the patient. Abnormal popu-
lations of cells identified morphologically (e.g. blasts in acute leu-
kaemia, or lymphoid populations in lymphoproliferative diseases) 
can be immunophenotyped using flow cytometry carried out on 
blood, bone marrow aspirates, and if indicated on cerebrospinal 
fluid, pleural fluid, or ascitic fluid. Histopathology of bone marrow, 
lymph nodes, and other affected organs which have been biopsied 
provide additional morphological and immunohistochemical diag-
nostic information. Furthermore, cytogenetic and molecular ana-
lysis may provide evidence of clonality, define specific diagnostic 
translocations and chromosomal rearrangements, and identify the 
presence or absence of specific mutations. Increasingly multigene 
sequencing panels are being used to identify mutational signa-
tures that may be diagnostically useful and potentially define treat-
ment. Large haematology laboratories offer this complete range of 
diagnostic services, integrating the results into a single diagnostic 
report.
These data add to those achieved through increasingly sophisti-
cated imaging techniques such as positron emission tomography 
and magnetic resonance imaging, which give functional as well as 
anatomical data to define haematological diseases.
Commentary
In subsequent chapters, the detailed biology of normal and malig-
nant HSCs and their progeny will be described. A single chapter is 
devoted to the laboratory analysis of malignant blood cells with a 
strong emphasis on determining the lineage of the malignant clone. 
The importance of the myeloid/​lymphoid split is emphasized, and 
it will become obvious to the reader that the treatment of different 
leukaemias and lymphomas depends on the cell of origin of the 
malignant clone.
It will be evident that much of haematology either relates to defi-
ciency or dysfunction of blood cells or the noncellular components 
of blood. In addition, many treatments given for haematological dis-
ease have the necessary side effect of depleting normal blood com-
ponents. Therefore one of the major challenges facing haematology 
is the need to develop safe, readily available, and cost-​effective 
blood component replacements, either from blood donors or via 
biotechnology. Blood transfusion services have developed to an 
extraordinary degree since their inception at the beginning of the 
last century, but still depend exclusively on community altruism. 
Stem cell technology particularly holds promise for the future of this 
aspect of our specialty.
Few specialties occupy so wide a range as haematology, taking in 
both malignant and nonmalignant disease, chronic and acute care, 
clinical and laboratory practice, and aligning basic physicianly skills 
with the most up-​to-​date genetic and molecular advances. Keeping 
so disparate a specialty together, and maintaining skills in all areas, 
is increasingly difficult for clinical haematologists and will only be-
come more so as our understanding of the pathological basis of dis-
ease continues to expand. We hope this section of the textbook will 
inspire future haematologists to meet this challenge.