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Key Words: Myeloproliferative neoplasms; Myelofibrosis; Polycythemia vera; Essential thrombocythemia; JAK2 V617F; CALR; MPL;
BCR-ABL negative
DOI: 10.1093/AJCP/AQW131
408 Am J Clin Pathol 2016;146:408-422 © American Society for Clinical Pathology, 2016. All rights reserved.
DOI: 10.1093/ajcp/aqw131 For permissions, please e-mail: journals.permissions@oup.com
AJCP / REVIEW ARTICLE
bone marrow morphology, and the presence of the JAK2 difficulty in the standardization of this technique. Although
V617F mutation Table 1 .6,7 Recent discovery of another both hemoglobin and hematocrit levels have some limita-
MPN driver mutation in the calreticulin (CALR) gene in tions, they are accepted as reasonable surrogates and indica-
addition to MPL mutations has led to the proposal of new tors of increased RBC mass. According to WHO criteria,
diagnostic criteria now included in the recently published persistent hematocrit/hemoglobin above the diagnostic
2016 revision of the WHO diagnostic criteria (Table 1).8,9 thresholds or other evidence of increased RBC volume, es-
pecially if a patient has a history of thrombosis or other
disease-related symptoms (ie, pruritus), is indicative of PV.7
Materials and Methods Recently, several investigators have documented that
some patients with JAK2 V617F–positive PV have
The development of expert consensus recommendations
hemoglobin levels lower than the current WHO criteria
for the diagnosis of MPNs began with a review of the follow-
Table 1
2008 WHO Criteria and 2016 Revision of the WHO Criteria for PMF, PV, and ET7,9
2008 WHO Criteria
PMF
Diagnosis requires meeting all three major criteria and two minor criteria.
Major criteria
1. Presence of megakaryocyte proliferation and atypia,a usually accompanied by either reticulin and/or collagen fibrosis, or, in the absence
of significant reticulin fibrosis, the megakaryocyte changes must be accompanied by an increased bone marrow cellularity characterized
by granulocytic proliferation and often decreased erythropoiesis (ie, prefibrotic cellular-phase disease)
2. Not meeting WHO criteria for PV, CML, MDS, or other myeloid neoplasmb
3. Demonstration of JAK2 617VF or other clonal marker (eg, MPL515WL/K) or, in the absence of a clonal marker, no evidence of bone mar-
row fibrosis due to underlying inflammatory or other neoplastic diseasesc
Minor criteria
(continued)
Table 1 (cont)
2016 Revision of the WHO Criteria
PV
Diagnosis requires meeting either all three major criteria or the first two major criteria and the minor criterion.i
Major criteria
1. Hemoglobin >16.5 g/dL (>165 g/L) in men, >16.0 g/dL (>160 g/L) in women, or hematocrit >0.49 in men and >0.48 in women, or
increased RBC massj
2. Bone marrow biopsy specimen showing hypercellularity for age with trilineage growth (panmyelosis), including prominent erythroid,
granulocytic, and megakaryocytic proliferation with pleomorphic, mature megakaryocytes (differences in size)
3. Presence of JAK2 V617F or JAK2 exon 12 mutation
Minor criteria
1. Subnormal serum erythropoietin level
BM, bone marrow; CML, chronic myelogenous leukemia; ET, essential thrombocythemia; LDH, lactate dehydrogenase; MDS, myelodysplastic syndrome;
PMF, primary myelofibrosis; PV, polycythemia vera; WHO, World Health Organization.
a
Small to large megakaryocytes with an aberrant nuclear/cytoplasmic ratio and hyperchromatic, bulbous, or irregularly folded nuclei and dense clustering.
b
Requires the failure of iron replacement therapy to increase hemoglobin level to the PV range in the presence of decreased serum ferritin. Exclusion of PV is based on hemoglo-
bin and hematocrit levels. RBC mass measurement is not required. Requires the absence of BCR-ABL. Requires the absence of dyserythropoiesis and dysgranulopoiesis.
c
Secondary to infection, autoimmune disorder or other chronic inflammatory condition, hairy cell leukemia or other lymphoid neoplasm, metastatic malignancy, or toxic
(chronic) myelopathies. It should be noted that patients with conditions associated with reactive myelofibrosis are not immune to PMF, and the diagnosis should be considered in
such cases if other criteria are met.
d
Degree of abnormality could be borderline or marked.
e
Hemoglobin or hematocrit greater than the 99th percentile of method-specific reference range for age, sex, altitude of residence, or hemoglobin greater than 17.0 g/dL (170 g/L)
in men, 15.0 g/dL (150 g/L) in women if associated with a documented and sustained increase of at least 2.0 g/dL (20 g/L) from an individual’s baseline value, or elevated RBC
mass greater than 25% above mean normal predicted value.
f
See Table 4.
g
In the absence of any of the three major clonal mutations, the search for the most frequent accompanying mutations (eg, ASXL1, EZH2, TET2, IDH1/IDH2, SRSF2, SF3B1) is of
help in determining the clonal nature of the disease.
h
Fibrosis secondary to infection, autoimmune disorder or other chronic inflammatory conditions, hairy cell leukemia or other lymphoid neoplasm, metastatic malignancy, or toxic
(chronic) myelopathies.
i
Criterion number 2 (BM biopsy) may not be required in cases with sustained absolute erythrocytosis: hemoglobin levels more than 18.5 g/dL in men (hematocrit 55.5%) or more
than 16.5 g/dL in women (hematocrit 49.5%) if major criterion 3 and the minor criterion are present. However, initial myelofibrosis (present in up to 20% of patients) can only be
detected by performing a BM biopsy; this finding may predict a more rapid progression to overt myelofibrosis (post-PV myelofibrosis).
j
More than 25% above mean normal predicted value.
lowering the thresholds is to more accurately differentiate be- overt excess of normochromic, normocytic RBCs. However,
tween JAK2-positive ET and mPV rather than to serve as a if iron deficiency is present, the RBCs might be hypochromic
base for population screening. and microcytic. Circulating blasts are generally not present in
PV/ET. Due to predominant thrombocytosis, some cases of
Peripheral Blood Smear early phase PV might mimic ET. Such cases eventually
evolve into an overt polycythemic stage.
Several characteristics of the peripheral blood smear in
patients with MPNs can be used for diagnostic purposes.7
The peripheral smear of patients with PMF includes RBCs of Biochemistry
variable shape (including teardrop cells) and size as well as Patients with MPNs may have nonspecific abnormal-
variable degrees of polychromasia. Leukoerythroblastosis is ities in a variety of biochemistry tests, including increased
present in most cases and is recognized by the presence of serum LDH (listed by the WHO as one of the minor criteria
immature cells of both the myeloid and the erythroid lin- for PMF),6,7 uric acid, and vitamin B12. It is noteworthy that
eages. The major abnormality seen in blood smears of pa- increased LDH is not specific for PMF and can also be seen
tients with ET is platelet anisocytosis, ranging from very in PV and ET. An increase in LDH may be due to ineffect-
small to giant in size. The PV smear usually shows a mild to ive hematopoiesis or a hemolytic process occurring in the
A 100 B 100
84.22
80 80 77.38
60 60
Patients (%)
40 Meeting proposed 40 Meeting proposed
revised WHO revised WHO
threshold for PV threshold for PV
21.83
Meeting Meeting
20 current 20 current
WHO WHO
11.03 threshold threshold
for PV for PV
3.71
0.69 0.35 0.44 0.22 0.13
0 0
≤80 81-120 121-165 166-185 >185 ≤80 81-120 121-165 166-185 >185
Hb (g/L) Hb (g/L)
Figure 1 Distribution of hemoglobin levels in general population. Two large Montreal-based hospitals (Centre Hospitalier de
l’Université de Montréal and Maisonneuve-Rosemont Hospital) performed an analysis over a 1-week period that showed that
approximately 4.1% of all CBC results from unselected male participants (outpatients) had hemoglobin levels higher than
16.5 g/dL (>165 g/L) (A) vs only 0.35% that meet current criteria (hemoglobin higher than >18.5 g/dL [>185 g/L]). Only 0.35%
of females had hemoglobin levels greater than the proposed 16.0 g/dL (160 g/L) (B). Hb, hemoglobin; PV, polycythemia vera.
spleen. Hyperuricemia is due to enhanced turnover of hem- Other tests such as serum ferritin and C-reactive protein
atopoietic tissue. (CRP) may be useful in establishing a diagnosis.
• According to the WHO criteria, raised hemoglobin and/
Other Tests or hematocrit levels, confirmed on separate occasions,
A clinical laboratory finding that can assist in confirm- are indicators of erythrocytosis and, along with subopti-
ing a diagnosis of PV is a below-normal EPO level (listed as mal EPO levels, are key criteria for PV diagnosis.
a minor WHO diagnostic criterion for PV).6,7,9 Although • We suggest using a hemoglobin level of 18.5 g/dL
not necessary for diagnostic purposes, imaging of the abdo- (185 g/L) in men and 16.5 g/dL (165 g/L) in women
men with ultrasound, computed tomography scan, or mag- as the threshold for PV diagnosis. Newly proposed
netic resonance imaging can be used to document and hemoglobin threshold levels (16.5 g/dL [165 g/L]
confirm organomegaly. in men and 16.0 g/dL [160 g/L] in women) should
not be taken in isolation but rather in the context of
Recommendations for Laboratory Investigations other potential signs and symptoms indicative
Basic laboratory investigations for MPNs should in- of PV.
clude CBC, EPO levels, peripheral blood smear, and the fol- • A persistent and otherwise unexplained elevation in
lowing biochemistry tests: LDH, uric acid, and vitamin B12. platelet count (>450 103/mL [>450 109/L]) in a
Table 2
Standardized Morphologic Features of Distinctive Value Regarding World Health Organization–Defined ET vs Early Prefibrotic
Stage of PMF Criteria16
Feature ET PMF
Cellularity No or only slight increase in age-matched cellularity Marked increase in age-matched cellularity
Granulopoiesis and No significant increase Pronounced proliferation of granulopoiesis and reduction of
erythropoiesis erythroid precursors
Megakaryocytes Prominent large to giant mature with hyperlobulated or Dense or loose clustering and frequent endosteal transloca-
deeply folded nuclei, dispersed or loosely clustered tion of medium sized to giant, showing hyperchromatic,
in the marrow space hypolobulated, bulbous, or irregularly folded nuclei and an
aberrant nuclear/cytoplasmic ratio
Reticulin fibers No or very rare minor focal increase (0-1) No significant increase in reticulin fibers (0-1)
ET, essential thrombocythemia; PMF, primary myelofibrosis.
Basic investigations
• Medical history (history of thrombosis)
• Physical examination including palpation of spleen
• CBC and blood smear examination
• Iron status and LDH and EPO levels
Anemia, splenomegaly, elevated Elevated platelet count (>450 × 109 /L), Elevated hemoglobin/hematocrit,
LDH, and leukoerythroblastosis history of thrombosis history of thrombosis
Positive
Stop
Figure 2 Diagnostic workup of non–BCR-ABL myeloproliferative neoplasms (MPNs). A practical diagnostic algorithm that sug-
gests a sequence in which mutational testing for MPNs can be ordered. CALR, calreticulin; EEC, endogenous erythroid colony;
EPO, erythropoietin; ET, essential thrombocythemia; Hb, hemoglobin; LDH, lactate dehydrogenase; MF, myelofibrosis; NGS,
next-generation sequencing; PMF, primary myelofibrosis; PV, polycythemia vera; WHO, World Health Organization. aAbnormal
karyotype in myelofibrosis can be used to confirm clonal myeloproliferation and, in some instances, facilitates the distinction
between MF and bone marrow fibrosis associated with another myeloid malignancy such as chromosome 5q deletion syn-
drome. bTesting for the MPL mutation should be reserved for patients who are negative for JAK2 V617F and CALR mutations
and in whom bone marrow biopsy and other investigations support the diagnosis of ET or PMF. cConsider performing BCR-
ABL testing as an initial step in all patients as recommended by other groups. dA diagnosis of PV can be made without bone
marrow biopsy if a patient meets the criteria for an increase in RBC volume (hemoglobin/hematocrit, as defined in the 2008
WHO guidelines) and is JAK2 V617F/exon 12 positive. Using less stringent Hb-level criteria mandates a bone marrow biopsy.
Furthermore, biopsy is highly recommended since degree of fibrosis can carry valuable prognostic information.
V617F mutation at diagnosis include single allele-specific runs the risk of greater numbers of false positives. This is of
polymerase chain reaction (PCR) and quantitative TaqMan particular importance as low levels of JAK2 V617F can be
assays.37 found in approximately 1% of otherwise hematologically
As levels of JAK2 V617F vary between patients, the normal individuals.33 Thus, when choosing an assay for the
question has been raised as to the minimum level of JAK2 JAK2 V617F mutation, it has to be sensitive enough to be
V617F that should be used to diagnose an MPN. Setting a able to identify a JAK2 V617F mutant allele burden as low
cutoff too high may lead to some MPN cases not being cor- as 1% to 3%. This threshold has been demonstrated to be
rectly diagnosed, and conversely, setting the cutoff too low pathogenically relevant and carry clinical significance.34-37
Patients evaluated for MPN who present with a nondiagnos- clone has been developed and could increase the cost-
tic, low level of JAK2 V617F mutational burden (<3%) effectiveness of this analysis (L. Busque, MD, laboratory
should be reevaluated (within 6 months). review meeting, December 2015). Bone marrow specimens
Quantitative assays such as quantitative TaqMan offer the are preferred for exon 12 mutation identification since they in-
possibility of determining the precise JAK2 V617F allele bur- crease sensitivity.
den,37 which, according to an increasing body of evidence, has
significant prognostic value.38 Several studies reported that a Calreticulin
high allele burden is associated with worse outcomes with re- In 2013, two independent laboratories identified the
gard to symptom severity, disease transformation, and the need gene encoding CALR as a new cancer gene that is mutated
for more aggressive therapies.38-40 Quantitative assays may in most patients with PMF or ET who are JAK2 V617F or
also have diagnostic value since it is rare to have ET with an MPL negative.1,2 Among patients with ET or PMF with
allele burden of more than 40%.41 Another advantage of quan-
hybridization (FISH) or karyotype is particularly costly. If abnormal hematopoietic clone burden induced by these dis-
universal screening for BCR-ABL is preferred, we suggest orders and, as such, provides important diagnostic value.69 In
the use of the less costly reverse transcription–PCR (RT- patients with PV, EEC number correlates with hemoglobin
PCR) technique. levels, time required for treatment response, the incidence of
vascular thrombosis, and time to relapse. However, this test
Recommendations for Molecular Investigations is not routinely available in most laboratories, and it is diffi-
Patients with suspected MPN should be tested for three cult to standardize. This analysis had been eliminated in the
mutations in specific order, starting with the JAK2 V612F 2016 revision of the WHO diagnostic criteria.9,14
mutation. Consider screening all patients for BCR-ABL1 with
RT-PCR, as recommended by other groups.6,61-63 Karyotype Analysis
• Patients who are JAK2 V612F negative and meet other Although in MPNs, karyotype carries prognostic rather
20. Lee SH, Erber WN, Porwit A, et al. ICSH guidelines for the 39. Silver RT, Vandris K, Wang YL, et al. JAK2(V617F) allele
standardization of bone marrow specimens and reports. Int J burden in polycythemia vera correlates with grade of myelo-
Lab Hematol. 2008;30:349-364. fibrosis, but is not substantially affected by therapy. Leuk Res.
21. Thiele J, Kvasnicka HM, Facchetti F, et al. European consen- 2011;35:177-182.
sus on grading bone marrow fibrosis and assessment of cellu- 40. Passamonti F, Rumi E, Pietra D, et al. A prospective study of
larity. Haematologica. 2005;90:1128-1132. 338 patients with polycythemia vera: the impact of JAK2
22. Raya JM, Montes-Moreno S, Acevedo A, et al. Pathology re- (V617F) allele burden and leukocytosis on fibrotic or leu-
porting of bone marrow biopsy in myelofibrosis: application of kemic disease transformation and vascular complications.
the Delphi consensus process to the development of a standar- Leukemia. 2010;24:1574-1579.
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24. Campbell PJ, Bareford D, Erber WN, et al. Reticulin accu- 42. Kiladjian JJ, Cassinat B, Chevret S, et al. Pegylated
56. Laughlin TS, Moliterno AR, Stein BL, et al. Detection of 74. Lundberg P, Karow A, Nienhold R, et al. Clonal evolution
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Appendix 1
Summary of the Key Characteristic Bone Marrow Features for MPNs7
Clinical Entity Bone Marrow Features
Polycythemia vera The major features are attributable to proliferation in the erythroid, granulocytic, and megakaryocytic lineages.
Bone marrow cellularity can range from 30% to 100% with a median cellularity of about 80%. In general, the
bone marrow biopsy specimen is hypercellular for patient’s age.
Reticulin stains usually show a normal reticulin fiber network in about 80% of patients, and in a minor fraction
of patients, fibrosis grade 1 may be seen. Twenty percent of patients may develop increased reticulin and
borderline to mild collagen fibrosis after long-term disease.
Stainable iron is lacking in more than 95% of cases.
The features of exon 12 mutated PV include an increased erythrocyte proliferation with accompanying
increased granulocytic and megakaryocytic proliferation.
Essential thrombocythemia In most cases, the bone marrow biopsy specimen is normocellular or moderately hypercellular for the