1. Introduction
Anemia is defined by a hemoglobin concentration <12 g/dL for women and <13 g/dL for men. In chronically ill patients, anemia represents a common, well-studied condition, defined as the anemia of chronic diseases (ACD) or anemia of inflammation (AI) [
1]. The prolonged and sustained activation of inflammation, as in infections, immune-mediated disorders, and solid and hematological malignancies, causes a reduction in hemoglobin. Chronic anemia can also occur in other conditions, such as chronic kidney disease, congestive heart failure, chronic lung disease, and obesity. ACD usually presents with mild normocytic anemia, reduced circulating iron concentrations, normal or reduced transferrin saturation, and normal or increased ferritin levels [
1]. The most effective treatment for ACD is to treat the underlying condition, which can lead to the resolution of anemia. Three major pathophysiological pathways are involved in ACD/AI: iron depletion, erythropoiesis suppression, and, to a lesser extent, a reduced red blood cell lifespan [
1].
Erythron, defined as the overall population of circulating red blood cells (RBCs) and their progenitors, depends on an equilibrium between erythropoiesis and the clearance of aged or damaged RBCs maintained by the reticuloendothelial system. This process is associated with a fine mechanism of iron recycling that involves the spleen, the liver, the bone marrow, the kidneys, and the duodenum.
Iron restriction is the most important pathophysiological mechanism of chronic anemia [
2,
3]: systemic inflammation induces the production of interleukin (IL)-6, produced by monocytes and macrophages, which inhibits transferrin production and triggers, through JAK2-STAT3 signaling, the hepatic production of hepcidin, an important acute-phase reactant [
4]. Hepcidin binds the ferroportin, the only known transmembrane iron exporter, expressed in duodenal enterocytes, hepatocytes, and macrophages, causing its internalization and degradation. This results in reduced iron absorption in the duodenum and its sequestration in the reticuloendothelial system, with low circulating levels of ion [
5,
6,
7]. Iron homeostasis plays an important role in regulating immune responses, sustaining the activity of leukocytes and contrasting infections [
8,
9]. Also, in COVID-19 infections, alterations in hepcidin-mediated iron metabolism were found but counterbalanced by the hypoxic stimulus [
10,
11]. Decreased erythropoiesis also contributes to chronic anemia through reduced erythropoietin (EPO) production and a diminished EPO-responsive cell pool in the bone marrow [
12,
13].
Moreover, the increased clearance of erythrocytes could also cause anemia during inflammation, a condition in which damage to RBCs and elevated phagocytic capacity could explain increased erythrocyte clearance [
14]. Indeed, proinflammatory mediators (reactive oxygen species, NO, cytokines, complement mediators and antibodies [
15]) could contribute to erythrocyte damage and destruction. Several mouse models showed that severe inflammation induces the activation of Interferon (IFN)-γ. This cytokine leads to recruitment from the circulation [
16] and the activation of macrophages in the spleen and the liver (and, in some extreme cases, also in bone marrow), and depletes the CD47 on erythrocytes, enhancing their susceptibility to phagocytosis. These processes induce coagulopathy and erythrophagocytosis by hepatic and splenic macrophages, reducing erythroid cell survival [
17,
18].
On the other hand, the literature has not thoroughly described anemia related to acute inflammatory conditions [
10,
19]. In clinical practice, we have observed that hemoglobin levels significantly and rapidly decrease during an acute attack of recurrent pericarditis in some patients, which may even induce the physician to consider red cell transfusions. However, we observed that hemoglobin levels rapidly increase upon its resolution.
Our study aimed to investigate the variations in hemoglobin values seen during an acute attack of recurrent pericarditis, comparing them with those observed at baseline and during remission, while also evaluating the possible correlations with C-reactive protein (CRP) levels and other biomarkers, to elucidate a potential model of anemia during acute disease.
2. Materials and Methods
2.1. Patients
We analyzed retrospective data from two referral centers (Fatebenefratelli Hospital in Milan and Papa Giovanni XXIII Hospital in Bergamo, Italy) between January 2010 and May 2023. The data were collected from 62 consecutively enrolled patients who were diagnosed with recurrent pericarditis according to the 2015 European Society of Cardiology (ESC) guidelines [
20]. These patients had complete serial blood cell counts. The local Ethics Committee approved the study (Comitato Etico di Area 1, Milan, Italy, Protocol number 2019/ST/222 on 23 July 2020). All patients provided informed consent.
Patients with cause-specific pericarditis (e.g., bacterial, neoplastic and autoimmune pericarditis) were excluded; patients with post-cardiac injury pericarditis were included. The study followed the STrengthening the Reporting of OBservational studies in Epidemiology (STROBE) reporting guidelines.
We collected demographic, clinical and laboratory data for each patient during an index attack. In our clinical practice, we observed that the severity of anemia seemed related to the severity of the inflammation, which was more intense in the first attacks. So, we aimed to assess the first attack, but the complete blood cell data set was available only in 21 patients during the first attack; the other 41 patients’ data were available during the second or the third attack. For these patients, pre-attack (baseline) hemoglobin values were also available.
To investigate the relationship between acute-phase reactants and iron metabolism, hepcidin, soluble transferrin receptor (sTfR) and Interleukin (IL)-6 were measured in two representative hospitalized patients during an acute attack and remission.
A baseline blood analysis and instrumental tests were conducted before administering specific therapies for the attack. A transthoracic echocardiogram was performed to determine the size of the pericardial effusion.
2.2. Outcomes
The primary outcome was the hemoglobin difference between an acute pericarditis attack and the following remission in all 62 patients. As secondary outcomes, we correlated this variation with inflammatory parameters and clinical features during the indexed attack; we also evaluated pre-attack (baseline) hemoglobin values, when available.
2.3. Statistical Analysis
Assuming a mean hemoglobin variation between the acute attack and remission of 1 g/dL and a 95% confidence interval width of at least 1 g/dL, a sample size of 45 patients allows us to obtain a Type 1 (alpha) error probability equal to 0.05 and a power of the study that is equal to 90%.
Continuous variables are described as median values and interquartile ranges (IQRs), whereas categorical variables are expressed as numbers and percentages (%). We used the Friedman test for paired data to define the hemoglobin difference between the baseline, indexed attack and remission. We used the Wilcoxon signed-rank test for paired data to define the mean corpuscular volume (MCV) difference between the indexed attack and remission. Spearman’s rho coefficient analyzed correlations of these variations with other laboratory parameters, while the Mann–Whitney U test assessed those with instrumental findings. We did not adjust the analysis of secondary outcomes for multiple comparisons.
In our multivariate regression model, we analyzed the relationship between changes in hemoglobin and other blood biochemistry parameters.
The statistical significance threshold was 0.05. Statistical analysis was performed using SPSS 28.0.1 (IBM, Armonk, NY, USA).
4. Discussion
In this study, we demonstrated for the first time that acute inflammation during a pericarditis attack is associated with transient normocytic anemia. Hemoglobin values dropped during the acute attack, while they were notably very similar before (baseline) and after (remission) the indexed attack (
Figure 1). Indeed, our findings reveal that hemoglobin values decrease by approximately one and a half grams per deciliter during acute pericarditis compared to its quiescent phase. We also found that in acute pericarditis the decline of hemoglobin levels correlated with neutrophilia and elevated NLR and CRP values.
We have formally demonstrated this in the initial stages of pericarditis, when the inflammation is more intense. However, in our clinical experience, we have also observed variations in hemoglobin levels during subsequent recurrences, which are usually less pronounced. This is likely because the appropriate therapy was able to control the disease more rapidly.
In critical settings such as sepsis, major surgery, trauma and hemofiltration, anemia can develop abruptly through different mechanisms, even if blood losses, overwhelming infections and coagulopathies remain pivotal [
21]. Boshuizen et al. identified rapid changes in iron homeostasis that were associated with elevated levels of IL-6 and ferritin [
22]. Loftus et al. showed, in critical septic patients, that there is a correlation between reduced levels of hemoglobin and an increased concentration of proinflammatory cytokines [
23]. Bateman et al. described persistent normochromic and normocytic anemia in ICU patients up to 6 months after their discharge, associated with a markedly reduced quality of life due to an inappropriate erythropoietin response and poor marrow red cell production [
24]. Walsh et al. showed that 77% of survivors from the ICU remained anemic, with slow and incomplete recovery after their discharge [
25].
The pathogenesis of idiopathic recurrent pericarditis is not well known, but the activation of the NLRP3-based inflammasome complex, responsible for the elevated production of IL-1β, seems to play a pivotal role [
26]. This is also suggested by several studies showing the efficacy of treatment with anti-IL 1 agents [
27,
28,
29].
The previously mentioned mechanisms could explain the development of acute anemia in many patients with acute pericarditis; inhibitory activity on hemopoietic stem cells and the hepcidin-mediated alteration of iron homeostasis could represent the principal mechanisms behind the acute reduction in hemoglobin.
Different studies have shown that IL-1β can hinder erythropoiesis and promote myelopoiesis by inhibiting GATA-1 and activating PU.1, two transcription factors crucial for the differentiation of hematopoietic stem cells [
30,
31]. Pre-clinical research in mouse models of a cryopyrin-associated periodic fever syndrome (CAPS) demonstrated correlations between the expression of NLRP3 and the reduction in erythrocytes and their progenitors [
32].
Although our study does not aim to explain the cause of acute anemia during acute pericarditis, we observed lower serum iron and higher ferritin levels in the two representative hospitalized patients. These changes were associated with normal serum transferrin concentrations and its soluble receptor (sTfR), as seen in anemia in chronic diseases [
1]. We also observed acutely increased concentrations of IL-6 and hepcidin during the acute attack in correlation with the high levels of CRP and severe anemia. Over time (days), we first observed an increase in CRP levels, followed by a progressive fall in hemoglobin; once the acute inflammation was solved, the CRP values progressively decreased, and, more slowly, the hemoglobin levels returned to the baseline.
Finally, in clinical practice, the abrupt reduction in hemoglobin that may be observed in some patients with acute recurrent pericarditis may influence their management and treatment, with there being a tendency to reduce ongoing therapy with non-steroidal anti-inflammatory drugs and corticosteroids mainly due to a suspicion of gastrointestinal bleeding. On the other hand, hemodilution induced by infusions does not explain the observed decrease in hemoglobin, since these patients were not treated with high doses of intravenous fluid, and most of them were febrile. Overall, we propose that an appropriate treatment of the inflammation can solve the attack while also reversing the decrease in hemoglobin levels.
4.1. Limitations
First, this is a retrospective study. Secondly, the sample size is small, but statistically adequate according to our sample size calculation; overall, recurrent pericarditis is a rare condition, and we enrolled patients from two tertiary centers in Italy for which serial reliable data were available. Moreover, comorbidities might influence hemoglobin fluctuations, but most of the patients in our study were under 40 years of age, non-smokers and there was a low incidence of significant comorbidities; thus, we are confident in having excluded the relevant comorbidities able to induce transient variations of hemoglobin. Finally, it is not possible to draw conclusions about iron homeostasis from just the two representative patients we studied in some detail.
4.2. Future Directions
This study firstly shows a new model of acute anemia related to acute inflammation; the pathogenesis of this fascinating condition requires further studies aiming to reveal the involved molecular pathways and the interplays between the possible main players, particularly iron, hepcidin, sTfR, IL-6 and IL-1.