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1 Department of Laboratory Medicine and Pathology, Mayo Clinic and Mayo Foundation, 200 First Street SW, Rochester, MN 55905. Fax 507-284-4542; e-mail klee.george{at}mayo.edu
| Abstract |
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| Biochemical Features |
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Vitamin B12 has multiple binding proteins that facilitate its absorption and transport (1)(2). Intrinsic factor is secreted by the parietal cells of the stomach and is required for the intestinal absorption of vitamin B12 in the distal ileum. There are three proteins called transcobalamin, subtyped I, II, III. Transcobalamin I (also called R or rapid protein) is ubiquitous in most body fluids, including gastric juice. Its major importance is the problem it may cause with falsely increased vitamin B12 measurements. When impure sources of intrinsic factor are used in competitive binding assays, it may contain R proteins, which bind to vitamin B12 analogs in addition to vitamin B12 and thereby cause falsely increased results. Manufacturers now are required to show that vitamin B12 reagents do not react with these vitamin B12 analogs. Transcobalamin II is found in plasma and transports vitamin B12 to receptors on cell membranes. Therefore, only the subcomponent of vitamin B12 that is bound to transcobalamin II is the biologically active form of the vitamin. Some investigators have advocated the measurement of serum holo-transcobalamin II as a better measure of active vitamin B12, but its clinically utility is not well established and assays are difficult (3)(4). Transcobalamin III is produced by granulocytes, and increased concentrations of this protein in chronic myelogenous leukemia may cause high blood concentrations of "measured" vitamin B12, whereas the concentrations of the active form of the vitamin may be within the reference interval for healthy subjects.
Folate is a general term related to a family of substances containing a pteridine ring joined to both p-aminobenzoic acid and glutamic acid (1)(5). Reduced forms of this molecule are called dihydrofolate and tetrahydrofolate. Multiple single-carbon moieties can cross-link between the amino group at position 5 of the pteridine ring and the amino group at position 10 of the p-aminobenzoic acid: methylene (-CH2-), forminino (-CHNH), methyl (-CH3), methenyl (-CH-), and formyl (-CHO). Each of these forms is involved in key metabolic functions: methylene in serine/glycine metabolism and thymidylate synthesis; forminino in histidine catabolism; methyl in methionine synthesis; and both methenyl and formyl in purine synthesis. Metabolic intraconversion between these forms occurs via oxidation-reduction reactions. Multiple forms of folate are present in human sera, but the major form is methyltetrahydrofolate. Separation of these various forms can be achieved with chromatography systems, whereas most immunoassays measure a composite "blend" of these forms (6). Both high- and low-affinity binders for folate are found in blood. The function of these binders is unknown. Increased concentrations of binders may be found in chronic myelogenous leukemia, hepatitis, and pregnancy.
Homocysteine is a four-carbon amino acid [HS(CH2)2CHNH2COOH], resulting from the demethylation of methionine (7). Homocystine is a dimer composed of two oxidized molecules of homocysteine linked by a disulfide bond. Multiple forms of homocysteine circulate in blood: the majority (65%) is disulfide linked to protein; ~30% is in a oxidized state, mostly as disulfide links to itself or cysteine; and ~1.54% is free reduced form (8). Storage of plasma or serum causes redistribution of these forms with an increase in the protein-bound fraction. Storage of whole blood at room temperature causes significant increases in total homocysteine (9)(10). Most analytic systems measure total homocysteine content after pretreatment with a reductant.
Methylmalonic acid (MMA)1 is a four-carbon molecule [COOH-CH(CH3)COOH] related to the catabolism of valine, isoleucine, and propionic acid. Serum MMA concentrations may be falsely increased in renal insufficiency. Urine concentrations of MMA are ~40-fold higher than serum concentrations (11). Urine MMA values generally are normalized with the urine creatinine measurements (12).
| Metabolic Functions |
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Homocysteine is increased in the plasma of patients with deficiency of vitamin B12 or folate (13)(14). Selected genetic defects also cause markedly increased homocysteine concentrations: methylene-tetrahydrofolate reductase deficiency, cystathionine-ß-synthase deficiency, and methionine synthase deficiency (15). Increased values also can be seen in end stage renal disease, carcinoma, methotrexate therapy, and phenytoin therapy. The effects of methotrexate and phenytoin therapy are related to changes in folate metabolism (2).
Increased homocysteine concentrations also are associated with increased risk for cardiovascular disease. The Physicians Heart Study showed that homocysteine concentrations 12% above reference values conveyed a threefold increase in the risk of myocardial infarction (16). The Framingham Heart Study showed an increasing prevalence of carotid-artery stenosis directly proportional to homocysteine concentrations (17). Hyperhomocysteinemia also has been reported to increase the odds ratios for venous thrombosis 3.6- to 4.0-fold (18)(19). The National Health and Nutrition Examination Survey (NHANES III) showed that participants in the highest quartile of homocysteine concentrations had a 2.9-fold increased odds ratio for stroke (20).
The conversion of methylmalonyl coenzyme A to succinyl coenzyme A requires vitamin B12; therefore, a deficiency of vitamin B12 causes increases in the concentration of MMA (21). In fact, MMA concentrations often increase in early stages of vitamin B12 deficiency before measurable decreases in serum vitamin B12. Increased MMA can be found with primary metabolic defects such as methylmalonyl CoA mutase deficiency. Increased concentrations also may be seen in renal insufficiency and hypovolemia (2). Although many investigators regard increases in MMA to be early and specific indicators of functional vitamin B12 deficiency, this opinion is not unanimous. Chanarin and Metz (22) have emphasized that increases in MMA do not necessarily indicate pathology and may not require treatment. Because there is no "gold standard" for confirming vitamin B12 deficiency, the relative merits of these tests are dependent on indirect studies of clinical benefit.
| Analytic Measurements |
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The use of whole blood to measure the erythrocyte concentration of
folate has theoretical advantages compared with the measurement of
serum folate (2)(24). The erythrocyte folate
content represents the time average of the folate concentrations
occurring at the genesis of each red cell. It therefore is much less
dependent on dietary fluctuations. The concentration of folate is
~40- to 100-fold higher in erythrocytes than in serum. Therefore, it
should be easier to measure. Unfortunately, the combination of
preanalytical variation inherent in making and diluting the
erythrocyte lysate and problems associated with measuring lysates
rather than serum causes most erythrocyte folate assays to perform
poorly (25). Table 1
shows the CVs for six commercial assays for erythrocyte folate
that have across-laboratory variations of 19.236.0%. On the same
survey, serum vitamin B12 had CVs of 4.410.0%
and serum folate had CVs of 12.618.6%.
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| Evaluation of Vitamin B12 Status |
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Examination of peripheral blood smear by experienced personnel, combined with the complete blood cell count (CBC) have long been the traditional methods for evaluating vitamin B12 deficiency anemia. The classical findings of florid pernicious anemia are readily identifiable by most hematologists, but the subtle changes associated with early vitamin B12 deficiency are more difficult to identify. In a case-control study, Metz et al. (28) found neutrophil hypersegmentation in two-thirds of the patients with low vitamin B12 compared with only 4% of controls. This was the only hematologic change that correlated well with vitamin B12 deficiency. They did not find appreciable changes in the mean cell volume (MCV) until the vitamin B12 concentration was below 200 ng/L. Chanarin and Metz (22) attribute part of the reported insensitivity of the blood smear and MCV to the wide ranges of normality accepted by many laboratories. They recommended that MCVs >94 fL be considered suspicious for vitamin B12 deficiency; however, this represents a major proportion of the patients having CBCs at most institutions, so the specificity of following up these cases would be low. In addition, patients with neurologic symptoms caused by vitamin B12 deficiency may not have any hematologic abnormalities.
Many groups now recognize MMA and homocysteine tests as the most
sensitive and specific indicators of functional vitamin
B12 deficiency
(2)(11)(12)(14)(15)(21)(27)(29)(30)(33)(34)(35)(36).
MMA and homocysteine concentrations are increased in many
patients with "normal" vitamin B12
concentrations. Fig. 1
shows MMA concentrations from a stratified sample of 72
patients measured at the Mayo Clinic. Increased MMA was found even with
vitamin B12 concentrations as high as 400 ng/L.
Similarly, Holleland et al. (37) found increased MMA or
homocysteine concentrations (see Fig. 2
) in >20% of patients with serum vitamin
B12 concentrations within the reference interval.
Some laboratory-based algorithms recommend initially testing serum
vitamin B12 and following up low values with MMA
measurements (2). The choice of the threshold vitamin
B12 concentration for triggering follow-up is
controversial. If the lower limit of normal (200 ng/L) is used,
multiple patients with increased MMA would be missed. If higher values,
such as 500 ng/L, are used (as advocated by some), the majority of the
patients having vitamin B12 tests would have
follow-up MMA tests (38). Fig. 3
shows the distribution of vitamin B12
results for the assay used at the Mayo Clinic with a reference
range of 200650 ng/L.
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| Evaluation of Causes of Vitamin B12 Deficiency |
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Pernicious anemia, a condition associated with chronic gastric atrophy, is the most common cause of vitamin B12 deficiency (40). There are multiple immunologic causes of chronic gastritis that can be detected by serologic assays. Anti-parietal cell antibodies are present in ~85% of the cases, but they are nonspecific because they are present in 310% of healthy persons (2)(28)(40). Anti-intrinsic factor antibodies are present in only approximately one-half the cases of pernicious anemia, but they are quite specific for this disease (2)(28)(40). Serum gastrin and serum pepsinogen A and C are sensitive indicators of gastric atrophy (2)(40)(41). Approximately 80% of cases of pernicious anemia have increased gastrin, and combinations of the three markers can identify most cases (41).
Bone marrow examination by a competent hematopathologist can provide valuable information, but this procedure seldom is necessary for evaluating vitamin B12 deficiency (2)(36). The deoxyuridine suppression test is a sensitive indicator of cobalamin and folate deficiency (42). The test is only rarely used because it requires bone marrow specimens, uses a radiolabel, and is difficult to control (22)(33)(42).
Several years ago, a cascade for automatically scheduling a
series of tests for patients with suspected pernicious anemia was
introduced by Mayo Medical Laboratories (see Fig. 4
). The cascade begins with measurement of serum vitamin
B12. Specimens with test values below 150 ng/L
are examined for intrinsic factor blocking antibodies. Specimens with
positive antibodies in this setting are considered "consistent with
pernicious anemia". Specimens negative for antibodies have follow-up
gastrin measurements. Increased gastrin values >200 ng/L are
considered "consistent with pernicious anemia". Specimens with
vitamin B12 concentrations of 150300 ng/L have
follow-up MMA tests. Those with MMA concentrations >0.4 µmol/L are
subjected to intrinsic factor antibody testing, and those negative for
antibodies have gastrin testing.
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This cascade has many advantages for accelerating laboratory
investigation, but in light of recent studies it also has some
inadequacies. The cascade begins with vitamin
B12, which could miss patients with significant
pathology that would be detected by MMA and homocysteine. In addition,
this algorithm focuses predominately on the subset of deficiency caused
by pernicious anemia. Other forms of vitamin B12
and folate deficiency also can cause significant pathology. The upper
limit of vitamin B12 for this cascade to proceed
to MMA was set at 300 ng/L; however, some patients with vitamin
B12 concentrations above this may have abnormal
MMA values (as shown in Figs. 1
and 2
). An alternative diagnostic
strategy would be to begin by measuring all four components (vitamin
B12, folate, MMA, and homocysteine), and then
follow up with specific tests to subclassify the disorders in
accordance with the clinical presentation (i.e., anemia, neurologic
deficiency, neuropsychiatric disturbances, and cardiovascular risks).
Different "cascades" would be utilized for each of these
clinical presentations, but each cascade would begin with the four-test
panel.
| Evaluation of Folate Status |
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There is no consensus for the laboratory evaluation of folate status. The same limitations regarding minimal changes in the CBC and MCV described for vitamin B12 also relate to folate. Erythrocyte folate may be considered instead of serum folate if there have been recent dietary changes, but one should be aware of the analytic limitations of erythrocyte folate assays. In addition, decreases in erythrocyte folate are not specific for folate deficiency in that they also occur in vitamin B12 deficiency.
The US government mandated the fortification of grain products with folic acid beginning in the fall of 1997 (43)(44). These programs target an increase in the dietary folate of ~100 µg per person per day depending on diet. This process was implemented to reduce the incidence of neural tube defects. The amount of supplement was chosen to reduce neural tube defects without masking occult vitamin B12 deficiency. In subjects not previously taking vitamins, the mean serum folate concentration increased from 4.6 to 10.0 µg/L, whereas the mean homocysteine concentration decreased from 10.1 to 9.4 µmol/L (44). This change in dietary folate will significantly alter test values in the US. The effect of this change on "normal" reference ranges for folate and homocysteine is not fully known, but laboratorians and clinicians should be aware that these changes have occurred when interpreting test values.
| Other Implications of Vitamin B12 and Folate Deficiency Beyond Megaloblastic Anemia |
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In addition to neuropsychiatric disorders, folate deficiency and hyperhomocysteinemia have significant relationships with occlusive vascular disease, spinal degeneration, and immunologic tolerance for neoplasia (50).
| Future Directions for Laboratory Testing |
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A new technology, electrospray tandem mass spectrometry, may make MMA and homocysteine assays more attractive. Recently, the Mayo Clinic Laboratories implemented a tandem mass spectrometry procedure for measuring homocysteine (51). The procedure requires no immunodiagnostic reagents and no expensive chromatographic columns. This procedure has a retention time of 1.5 min and a throughput of 2.5 min per analysis. The labor time is less than that required for most automated immunoassays. A similar tandem mass spectrometry procedure is being developed for MMA. The main impediment to widespread implementation of these procedures in most clinical laboratories is the cost of the equipment. However, these instruments can be used to measure multiple analytes, including drugs, and if the equipment cost is amortized over many assays, the technique may become cost competitive and more readily available. Even with the current limitations on assay convenience and laboratory costs, quality issues related to correct diagnoses and the downstream clinical costs of multiple patient visits justify the wider use of MMA and homocysteine measurements.
| Footnotes |
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| References |
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The following articles in journals at HighWire Press have cited this article:
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L. Hoey, J. Strain, and H. McNulty Studies of biomarker responses to intervention with vitamin B-12: a systematic review of randomized controlled trials Am. J. Clinical Nutrition, June 1, 2009; 89(6): 1981S - 1996S. [Abstract] [Full Text] [PDF] |
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L. Feng, J. Li, K.-B. Yap, E.-H. Kua, and T.-P. Ng Vitamin B-12, apolipoprotein E genotype, and cognitive performance in community-living older adults: evidence of a gene-micronutrient interaction Am. J. Clinical Nutrition, April 1, 2009; 89(4): 1263 - 1268. [Abstract] [Full Text] [PDF] |
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Oral or intramuscular vitamin B12? DTB, February 1, 2009; 47(2): 19 - 21. [Abstract] [Full Text] [PDF] |
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N. Dali-Youcef and E. Andres An update on cobalamin deficiency in adults QJM, January 1, 2009; 102(1): 17 - 28. [Abstract] [Full Text] [PDF] |
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W. Krajewski, M. Kucharska, B. Pilacik, M. Fobker, J. Stetkiewicz, J.-R. Nofer, and T. Wronska-Nofer Impaired vitamin B12 metabolic status in healthcare workers occupationally exposed to nitrous oxide Br. J. Anaesth., December 1, 2007; 99(6): 812 - 818. [Abstract] [Full Text] [PDF] |
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T. R. Halfdanarson, M. R. Litzow, and J. A. Murray Hematologic manifestations of celiac disease Blood, January 15, 2007; 109(2): 412 - 421. [Abstract] [Full Text] [PDF] |
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L. Feng, T.-P. Ng, L. Chuah, M. Niti, and E.-H. Kua Homocysteine, folate, and vitamin B-12 and cognitive performance in older Chinese adults: findings from the Singapore Longitudinal Ageing Study Am. J. Clinical Nutrition, December 1, 2006; 84(6): 1506 - 1512. [Abstract] [Full Text] [PDF] |
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R. Z.-W. Ting, C. C. Szeto, M. H.-M. Chan, K. K. Ma, and K. M. Chow Risk factors of vitamin B12 deficiency in patients receiving metformin. Arch Intern Med, October 9, 2006; 166(18): 1975 - 1979. [Abstract] [Full Text] [PDF] |
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M. V. Bor, E. Lydeking-Olsen, J. Moller, and E. Nexo A daily intake of approximately 6 {micro}g vitamin B-12 appears to saturate all the vitamin B-12-related variables in Danish postmenopausal women Am. J. Clinical Nutrition, January 1, 2006; 83(1): 52 - 58. [Abstract] [Full Text] [PDF] |
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E.-C. Chan, P.-Y. Chang, T.-L. Wu, and J. T. Wu Enzymatic Assay of Homocysteine on Microtiter Plates or a TECAN Analyzer Using Crude Lysate Containing Recombinant Methionine {gamma}-Lyase Ann. Clin. Lab. Sci., April 1, 2005; 35(2): 155 - 160. [Abstract] [Full Text] [PDF] |
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L. R. Solomon Cobalamin-responsive disorders in the ambulatory care setting: unreliability of cobalamin, methylmalonic acid, and homocysteine testing Blood, February 1, 2005; 105(3): 978 - 985. [Abstract] [Full Text] [PDF] |
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E. A. Gomez, D. D. Ehresmann, L. K. Ledebuhr, M. L. Eastvold, R. J. Singh, G. G. Klee, and S. K.G. Grebe Development and Validation of an Automated Chemiluminometric Immunoassay for Human Intrinsic Factor Antibodies in Serum Clin. Chem., January 1, 2005; 51(1): 232 - 235. [Full Text] [PDF] |
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E. Andres, N. H. Loukili, E. Noel, G. Kaltenbach, M. B. Abdelgheni, A. E. Perrin, M. Noblet-Dick, F. Maloisel, J.-L. Schlienger, and J.-F. Blickle Vitamin B12 (cobalamin) deficiency in elderly patients Can. Med. Assoc. J., August 3, 2004; 171(3): 251 - 259. [Abstract] [Full Text] [PDF] |
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H. Refsum, A. D. Smith, P. M. Ueland, E. Nexo, R. Clarke, J. McPartlin, C. Johnston, F. Engbaek, J. Schneede, C. McPartlin, et al. Facts and Recommendations about Total Homocysteine Determinations: An Expert Opinion Clin. Chem., January 1, 2004; 50(1): 3 - 32. [Abstract] [Full Text] [PDF] |
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M Vrethem, E Mattsson, H Hebelka, K Leerbeck, A Osterberg, A-M Landtblom, B Balla, H Nilsson, M Hultgren, L Brattstrom, et al. Increased plasma homocysteine levels without signs of vitamin B12 deficiency in patients with multiple sclerosis assessed by blood and cerebrospinal fluid homocysteine and methylmalonic acid Multiple Sclerosis, June 1, 2003; 9(3): 239 - 245. [Abstract] [PDF] |
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R. A. M. Dhonukshe-Rutten, M. Lips, N. de Jong, M. J. M. Chin A Paw, G. J. Hiddink, M. van Dusseldorp, L. C. P. G. M. de Groot, and W. A. van Staveren Vitamin B-12 Status Is Associated with Bone Mineral Content and Bone Mineral Density in Frail Elderly Women but Not in Men J. Nutr., March 1, 2003; 133(3): 801 - 807. [Abstract] [Full Text] [PDF] |
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R. G. Ziegler, S. J. Weinstein, and T. R. Fears Nutritional and Genetic Inefficiencies in One-Carbon Metabolism and Cervical Cancer Risk J. Nutr., August 1, 2002; 132(8): 2345S - 2349. [Abstract] [Full Text] [PDF] |
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W. Herrmann, H. Schorr, K. Purschwitz, F. Rassoul, and V. Richter Total Homocysteine, Vitamin B12, and Total Antioxidant Status in Vegetarians Clin. Chem., June 1, 2001; 47(6): 1094 - 1101. [Abstract] [Full Text] [PDF] |
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