Introduction

Iron (Fe) is an essential element that is involved in a variety of vital functions, including oxygen transport, DNA synthesis, metabolic energy, and cellular respiration. However, excess iron can lead to the generation of reactive oxygen species (ROS), which cause oxidative stress, lipid peroxidation, and DNA damage, compromising cell viability and promoting cell death (Coffey and Ganz 2017). Under physiologic conditions these deleterious effects are prevented by sophisticated regulatory mechanisms, which maintain systemic and cellular Fe homeostasis (Anderson and Frazer 2017). Iron homeostasis is the result of balanced cooperation between functional compartments (erythroid and proliferating cells), uptake and recycling systems (enterocytes and splenic macrophages), storage elements (hepatocytes), and mobilization processes. The intracellular iron homeostasis is maintained by a posttranscriptional mechanism based on iron responsive elements (IREs) and iron regulatory proteins (IRPs) that bind to the IREs (Muckenthaler et al. 2008). In humans, there is no regulated excretion of iron, thus the iron balance is primarily controlled at the level of intestinal absorption, which takes place in the proximal portion of the duodenum. Fe2+ iron enters enterocytes through DMT1 localized to the apical membrane and to subapical endosomes. DMT1 remains the primary transmembrane iron transporter and its expression is highly induced in iron deficiency. Once inside the intestinal epithelial cells, a portion of iron remains in the cell for use or storage and it is sloughed into the gut lumen when enterocytes become senescent; the rest is exported across the basolateral membrane of the enterocytes through the iron exporter ferroportin. Iron entry into the bloodstream is critical for systemic iron homeostasis and is negatively regulated by hepcidin, the iron regulatory hormone (Papanikolaou and Pantopoulos 2017; Ganz 2013). Hepcidin, a peptide hormone produced in the liver, is responsible for modulating iron availability to meet iron needs. Hepcidin operates by binding to ferroportin in tissue macrophages, duodenal enterocytes, and other target cells, triggering its tyrosine phosphorylation, internalization, and ubiquitin-mediated degradation in lysosomes. By removing ferroportin from the plasma membrane, hepcidin shuts off cellular iron export. The final consequence is the decrease in serum iron. Iron and inflammation are the major hepcidin inducers. Following iron intake or an increase in body iron stores, hepcidin is mainly upregulated through the activation of the Bone Morphogenetic Proteins, BMP/SMAD signaling, to prevent further dietary iron absorption. Under inflammatory conditions, hepcidin induction serves to promote hypoferremia and iron sequestration in macrophages (Nemeth et al. 2004; Ganz and Nemeth 2015). On the other hand, hepcidin expression is suppressed in iron deficiency, hypoxia, and erythropoietic expansion (stress erythropoiesis). Hepcidin inhibitors are the liver protease matriptase 2, encoded by the transmembrane serine protease 6 (TMPRSS6) gene and the erythroid-released hormone erythroferrone (ERFE). In iron deficiency, matriptase 2 inhibits hepcidin by cleaving the BMP coreceptor hemojuvelin (HJV) on the hepatocyte membrane (Silvestri et al. 2008). ERFE is an EPO target gene activated by Janus Kinase 2-Signal transducer and activator of transcription. It is widely expressed, and it is increased by EPO only in the erythropoietic (bone marrow and spleen) tissues. There are many observations that strengthen the role of ERFE in stress erythropoiesis, although TMPRSS6 has a dominant effect over ERFE (Arezes et al. 2018).

The human iron disorders are invariably disorders of iron balance or iron distribution, either in terms of iron overload or iron deficiency. Hence, understanding iron homeostasis is critical for understanding these disorders, as well as understanding genetic iron disorders (Table 1). The first type of inherited iron-related disorder is hemochromatosis (HH). This term must be reserved for iron overload of genetic origin related to hepcidin deficiency. According to the most recent classification updated in 2018 (Brissot et al. 2018, 2019), hemochromatosis encompasses the following entities:

  1. 1.

    hemochromatosis type 1, related to mutations of the HFE gene (the C282Y mutation in the homozygous state is prevalent), which is by far the most common form, affecting mainly Caucasian populations (Allen et al. 2008)

  2. 2.

    hemochromatosis type 2 (the so-called juvenile hemochromatosis) corresponding to mutations in the hemojuvelin (HJV) gene (type 2A hemochromatosis) or to mutations in the hepcidin gene (HAMP) (type 2B hemochromatosis) (Kong et al. 2019)

  3. 3.

    hemochromatosis type 3 due to mutations in the transferrin receptor 2 (TFR2) gene (Kawabata 2019)

  4. 4.

    hemochromatosis type 4 due to mutations in the ferroportin gene (SLC40A1) in rare cases where these mutations lead to a refractory state to hepcidin (“gain-of-function”). There are different mutations in the ferroportin gene that affect the subcellular localization or transporter function of ferroportin (“loss-of-function”); this condition is characterized by macrophage iron loading and preferentially should be called “ferroportin disease.” Both are autosomal dominant disorders (Pietrangelo 2017)

Thus, based on the current understanding, the molecular pathogenesis of “hemochromatosis” can be divided into three classes: first, mutations in the hepcidin gene itself (HAMP) that cause hemochromatosis by preventing the production of functional hepcidin protein; second, mutations in the genes encoding HFE (HFE), TFR2 (TFR2), and hemojuvelin (HFE2) inactivating signaling pathways that normally upregulate hepcidin expression; and finally, mutations in the gene encoding ferroportin (SLC40A1) that can cause hemochromatosis by rendering the transporter insensitive to hepcidin regulation. These different types of hemochromatosis are characterized by common signs including increased plasma iron, increased transferrin saturation, and parenchymal iron accumulation primarily into hepatocytes. The clinical expression may differ in severity among the different forms (Andrews 2008). Anemia is not a manifestation of hemochromatosis; however, there are interesting genetic conditions presenting with microcytic iron deficiency anemia associated with tissue iron overload; it is the case of atransferrinemia (Beaumont-Epinette et al. 2015), DMT1 deficiency (Iolascon et al. 2008), and aceruloplasminemia (Piperno and Alessio 2018). Congenital atransferrinemia is a rare, early onset autosomal recessive disorder caused by transferrin deficiency (<20 mg/dL) due to mutations in the transferrin-encoding TF gene on chromosome 3q22.1. The disease is also referred to as hypotransferrinemia, as the complete absence of functional transferrin is lethal. Patients exhibit very low to undetectable levels of plasma transferrin. This leads to impaired erythropoiesis, microcytic hypochromic anemia, growth retardation, and iron overload in parenchymal cells of the liver, heart, and pancreas (Beaumont-Epinette et al. 2015). Mutations in the genes encoding DMT1 (SLC11A2) are associated with autosomal recessive hypochromic, microcytic anemia (given the role of DMT1 in the uptake of iron at the apex of duodenal cells), but also have hepatic iron overload. Aceruloplasminemia is a rare autosomal recessive disorder caused by loss of ceruloplasmin function caused by mutations in the CP gene on chromosome 3q23-q24 (Kono 2013). The phenotype is quite heterogeneous but is always characterized by iron-restricted erythropoiesis leading to microcytic anemia, diabetes, and in some cases late in life to progressive retinal and neurological degeneration. An impaired iron absorption due to mutations in TMPRSS6, leading to an inability to cleave the BMP coreceptor HJV and inhibiting hepcidin, is observed in a recessive condition named IRIDA (congenital, iron-refractory, iron deficiency anemia). IRIDA patients are refractory to oral iron supplementation (Camaschella 2019).

Hyperferritinemia-cataract syndrome is a dominant condition due to IRE-IRP deregulation in which mutations in the IRE of L-ferritin mRNA make L-ferritin refractory to IRP binding; as a result, the protein synthesis becomes iron-independent. Ferritin is high but total body iron is normal. L-ferritin may accumulate in the lens, leading to early onset of cataract (Tsantoula et al. 2014). A dominant rare disease named neuroferritinopathy may be due to nucleotide insertions in the C-terminus of L-ferritin leading to neurodegeneration because of increased oxidation and cell death (Kuwata et al. 2019).

Nomenclature

No.

Disorder

Alternative name

Abbreviation

Gene symbol

Chromosomal localization

Affected protein

OMIM No.

37.1

Hereditary Hemochromasis type 1

 

HH

HFE

6p21.3

Homeostatic iron regulator

613609

37.2

Hemojuvelin deficiency

Hereditary

hemochromatosis

Type 2A

HJV

HFE2

1q21

Hemojuvelin

608374

37.3

Hepcidin deficiency

Hereditary hemochromatosis

Type 2B

HH

HAMP

19q13

Hepcidin

606464

37.4

Transferrin

Receptor 2 deficiency

Hereditary hemochromatosis

Type 3

Tfr2 HH

TFR2

7q22

Transferrin receptor 2

604720

37.5

Ferroportin

deficiency

Hemochromatosis type 4

FPN HH

SLC40A1

2q32

Ferroportin

604653

37.6

Ferritin

Heavy chain dysregulation

Hereditary hemochromatosis type 5

HH

FTH1

11q12

Subunit of ferritin

134770

37.7

Ferritin light chain deficiency

Hereditary L-ferritin deficiency

 

FTL

19

Subunit of ferritin

134790

37.8

Ferritin light chain superactivity

Neuroferritinopathy; neurodegeneration with brain iron accumulation 3

 

FTL

19

Subunit of ferritin

134790

37.7

Ferritin light chain dysregulation

Hyperferritinemia-cataract syndrome

 

FTL

19

Subunit of ferritin

134790

37.8

Hereditary ceruloplasmin deficiency

Aceruloplasminemia

 

CP

3q23-q24

Ceruloplasmin

117700

37.9

Matriptrase 2 deficiency

Iron-refractory iron deficiency anemia

IRIDA

TMPRSS6

22

Matriptase 2

609862

37.10

Hereditary transferrin deficiency

Atransferrinemia

 

TF

3q22.1

Transferrin

190000

37.11

Transferrin receptor deficiency

Immunodeficiency type 46

 

TFRC

3q29

Transferrin receptor

190010

37.12

Divalent metal transporter 1 deficiency

Hypochromic microcytic anemia with iron overload type 1

DMT1

SLC11A2

12q13

DMT1

600523

Metabolic Pathway

figure a

Brissot, P. et al. (2018) Haemochromatosis (Brissot et al. 2018) Nat. Rev. Dis. Primers. doi: https://doi.org/10.1038/nrdp.2018.16

Signs and Symptoms

Hemochromatosis overview

Symptom

Neonatala

Infancy

Childhoodb

Adolescenceb

Adulthoodc

Chronic fatigue

   

+

++

Hepatomegaly

+++

 

+

++

++

Cirrhosis

+++

  

++

++

Hepatocellular carcinoma

    

+

Join pain

  

+

++

++

Osteoporosis

   

+

+

Diabetes mellitus

   

++

+

Melanoderma

  

+/−

++

+

Skin dryness

  

+/−

++

+

Hypopituitarism

  

+

++

+/−

Cardiac rhythm

disorder

   

+

+

Heart failure

   

++

 
  1. aNeonatal hemochromatosis: very rare
  2. bHemochromatosis type 2 and 2B
  3. cHemochromatosis type 1, 3 and 4

Despite the high prevalence of C282Y homozygosity, only a minority of individuals will accumulate enough iron to cause organ damage. Given the autosomal recessive inheritance of C282Y, the frequency of C282Y homozygosity is similar in men and women, but the prevalence of clinical manifestations is much higher in men.

Overview of hematological signs of iron deficiency anemia with tissue iron overload and IRIDA

 

Atransferrinemia

DMT1 deficiency

Aceruloplasminemia

IRIDA

Hb

MCV

Normal

Fe

Transferrin

↓ Undetectable

Transferrin saturation

S. Ferritin

Normal

S. Hepcidin

↓ Normal

Table 37.1 Hereditary hemochromatosis (type 1)
Table 37.2 Herediatry hemochromatosis (type 2a)
Table 37.3 Hereditary hemochromatosis (typ 2b)
Table 37.4 Hereditary hemochromatosis (type 3)
Table 37.5 Ferroportin 1 deficiency
Table 37.6 Ferritin heavy chain dysregulation
Table 37.7 Ferritin light chain dysregulation
Table 37.8 Hereditary ceruloplasmin deficiency
Table 37.9 Matriptrase 2 deficiency
Table 37.10 Atransferrinemia
Table 37.11 Transferrin receptor 1 deficiency
Table 37.12 Divalent metal transporter 1 deficiency

Reference and Pathological Values

Serum

Hb (g/L) ± 2SD

Iron (μmol/L)

Ferritin (μg/L)

Transferrin (g/L; range)

Newborn

185 ± 30

6.4–33.0

110–503

1.8 (1.42.29)

3–6 months

115 ± 20

6.4–33.0

4–405

2.03 (1.58–2.57)

6–12 months

120 ± 15

6.4–33.0

4–405

2–6 years

125 ± 10

6.4–33.0

4–405

2.39 (1.86–3.03)

6–12 years

135 ± 20

6.4–33.0

4–405

2.17 (1.97–3.19)

12–18 years (w)

140 ± 20

6.4–33.0

9–79

2.17 (1.97–3.19)

12–18 years (m)

145 ± 15

6.4–33.0

9–59

2.17 (1.97–3.19)

>18 years (w)

140 ± 20

6.6–26.0

6–81

2.0–3.4

>18 years (m)

155 ± 20

10.6–28.0

30–233

CSF

0.4 (0.2–0.6)

14.4 mg/L

HFE

 

>30

>300 (up to 5000)

>70

Diagnostic Flowchart

figure b

Brissot, P. et al. (2018) Haemochromatosis (Brissot et al. 2018) Nat. Rev. Dis. Primers. doi: https://doi.org/10.1038/nrdp.2018.16

In genetic conditions characterized by iron overload, transferrin saturation and ferritin levels are the key parameters to be assessed. However, increased ferritin levels (>300 mcg/L for men and >200 mcg/L for women) need rigorous interpretation before they are assigned to iron overload. Several conditions can be associated with increased ferritin levels independent of substantial iron overload such as metabolic syndrome (which is the most frequent cause), alcoholism, inflammation, and marked cytolysis. Despite these limitations, increased ferritin levels are critical for the diagnosis of hemochromatosis. Any acquired iron overload situation must be excluded (i.e., blood transfusions, dyserythropoiesis, or parenteral iron supplementation) by clinical history; family history could be helpful in some cases. Ethnicity is important considering the fact that HFE-associated hemochromatosis is observed almost exclusively in Caucasians and more frequently in men because the phenotypic expression of hemochromatosis is usually less pronounced in women. Age of onset is also important as HFE-associated (type 1) and TFR2-associated (type 3) hemochromatosis are generally observed in individuals >30 years of age, whereas clinical expression in younger individuals is typical of HJV-related (type 2A) or HAMP-related (type 2B) hemochromatosis. The non-HFE hemochromatosis diseases are very rare, in contrast to HFE-associated hemochromatosis.

Treatment

Phlebotomy (weekly) remains the key of treatment for hemochromatosis. The goal of phlebotomy is to reach iron depletion to prevent tissue damage. After achieving such iron balance, maintenance phlebotomy (1–4 yearly) is advisable lifelong. In the most severe cases with decompensated cirrhosis or heart failure (for example, individuals with severe juvenile hemochromatosis) that badly tolerate phlebotomy, adjunctive oral chelation can be used. Phlebotomies are also efficient for treatment of patients with loss-of-function ferroportin disease but should be carried out on a less intensive schedule given the risk of anemia (Kowdley et al. 2019).

Although randomized clinical trials are missing, a sufficient body of data has suggested that phlebotomy therapy can improve chronic fatigue and cardiac function, stabilize liver disease, reverse hepatic fibrosis, and reduce skin pigmentation in patients with hemochromatosis (Adams and Barton 2010). The effectiveness of phlebotomy is much better if it starts before the development of severe organ damage such as cirrhosis. An alternative to phlebotomy could be erythrocytapheresis; this procedure could be useful in patients suffering from hypoproteinemia or thrombocytopenia (Rombout-Sestrienkova et al. 2016). A phase I/II clinical trial with Deferasirox in non-cirrhotic HFE hemochromatosis patients has been conducted, showing a dose-dependent ferritin reduction.

IRIDA, differently than classical iron deficiency anemia where hepcidin levels are low or even undetectable, has normal or high hepcidin levels, and is resistant to oral iron and only partially responsive to intravenous iron, which still remains the advisable treatment.

Future Treatments

Although phlebotomy is inexpensive, safe, and effective in reversing many complications of iron overload, it is not well tolerated by a minority of patients. Moreover, phlebotomy is not feasible in iron-loading anemias because the patients become even more anemic. For these reasons, there is a consensus that novel therapeutic approaches are needed for all iron overload diseases. As hepcidin represents the iron homeostasis controller, the use of hepcidin agonists or antagonists could be beneficial, depending on the specific disorder (Katsarou and Pantopoulos 2018).

  1. (a)

    Hepcidin agonists include compounds that mimic the activity of hepcidin and agents that increase the production of hepcidin by targeting hepcidin-regulatory molecules. The potential of these future drugs includes the improvement in erythropoiesis as shown in thalassemia mouse models and in phase I/II clinical trial.

  2. (b)

    Hepcidin antagonists may be beneficial in IRIDA or in anemias associated with a variety of inflammatory disorders and malignancies, and in chronic renal disease with or without inflammatory etiology.