Polycythemia Vera: Jerry L. Spivak, MD
Polycythemia Vera: Jerry L. Spivak, MD
Polycythemia Vera: Jerry L. Spivak, MD
(2018) 19:12
DOI 10.1007/s11864-018-0529-x
Polycythemia Vera
Jerry L. Spivak, MD
Address
Hematology Division, Department of Medicine, Johns Hopkins University School
of Medicine, Traylor 924, 720 Rutland Avenue, Baltimore, MD, 21205, USA
Email: [email protected]
Opinion statement
Polycythemia vera (PV) is the most common myeloproliferative neoplasm (MPN), the
ultimate phenotype of the JAK2 V1617F mutation, the MPN with the highest incidence
of thromboembolic complications, which usually occur early in the course of the disease,
and the only MPN in which erythrocytosis occurs. The classical presentation of PV is
characterized by erythrocytosis, leukocytosis, and thrombocytosis, often with splenomeg-
aly and occasionally with myelofibrosis, but it can also present as isolated erythrocytosis
with or without splenomegaly, isolated thrombocytosis or isolated leukocytosis, or any
combination of these. When PV is present, the peripheral blood hematocrit (or hemoglo-
bin) determination will not accurately represent the actual volume of red cells in the body,
because in PV, in contrast to other disorders causing erythrocytosis, when the red cell
mass increases, the plasma volume usually increases. In fact, unless the hematocrit is
greater than 59%, true erythrocytosis cannot be distinguished from pseudoerythrocytosis
due to plasma volume contraction. Usually, the presence of splenomegaly or leukocytosis
or thrombocytosis establishes the diagnosis. However, when a patient presents with
isolated thrombocytosis and a positive JAK2 V617F assay, particularly a young woman,
the possibility of PV must always be considered because of plasma volume expansion. The
WHO PV diagnostic guidelines are not helpful in this situation, since the hematocrit is
invariably normal and a bone marrow examination will not distinguish ET from PV. Only a
direct measurement of both the red cell mass and plasma volume can establish the correct
diagnosis. In managing a PV patient, it is important to remember that PV is an indolent
disorder in which life span is usually measured in decades, even when myelofibrosis is
present, that chemotherapy is futile in eradicating the disease but does increase the
incidence of acute leukemia and that hydroxyurea is not safe in this regard nor is it
antithrombotic. Phlebotomy to a sex-specific normal hematocrit is the cornerstone of
therapy and there now exist safe remedies for controlling leukocytosis, thrombocytosis,
and extramedullary hematopoiesis and symptoms due to inflammatory cytokines when this
is necessary.
12 Page 2 of 14 Curr. Treat. Options in Oncol. (2018) 19:12
Introduction
Polycythemia vera (PV) is a chronic myeloproliferative one or more of these three genes, it needs to be empha-
neoplasm (MPN), which shares in common with its sized that they are genetically distinct disorders as dem-
companion MPN, essential thrombocytosis (ET), and onstrated by gene expression profiling [8–10], by dis-
primary myelofibrosis (PMF), origin in a hematopoietic tinctly different epidemiologies and natural histories
stem cell (HSC), constitutive activation of hematopoie- [11]. MPN driver mutations dictate clinical phenotype;
sis with overproduction of morphologically normal disease genotype, however, is based on host genetic
blood cells, a tendency to extramedullary hematopoie- variation [12••].
sis, and transformation to bone marrow failure with PV is the most common MPN [13•], the only one in
myelofibrosis or acute leukemia, although at varying which there is an increase in red cell production and the
frequencies in each MPN. These shared phenotypic fea- only one in which there is substantial morbidity and
tures are the consequence of direct or indirect constitu- mortality from venous and arterial thrombosis. First
tive activation of JAK2, the cognate tyrosine kinase for described in 1892, PV is not a new disease. With an
the hematopoietic growth factor receptors for erythro- incidence of 2.5–10/100,000 people, depending on
poietin and thrombopoietin and also utilized by the G- age, PV is not a rare disease, yet, despite 125 years of
CSF receptor. Direct activation of JAK2 is due to a point scrutiny, including an understanding of PV pathophysi-
mutation (V617F in JAK2 exon 14 [1]) or, less common- ology, there is currently no consensus on how to diag-
ly, insertions or deletions in JAK2 exon 12 [2], point nose PV or even how to treat it. There is no reason that
mutations in the thrombopoietin receptor, MPL [3–5], this should be the case since there is abundant evidence
which activate JAK2 indirectly, or insertions or deletions on how to diagnose PV accurately and how to treat it
in the ER chaperone calreticulin (CALR) [6, 7], which that avoids thrombotic complications and unnecessary
allow it to bind MPL, and activate JAK2 indirectly. Al- bone marrow damage that could lead to leukemic trans-
though the three MPN share in common mutations in formation [14, 15].
PV pathophysiology
PV, ET, and PMF are HSC disorders and recent studies of HSC physiology have
explained in part their apparent phenotypic interchangeability, and refuted the
erroneous contention based on clinical phenotype alone that PV and ET are not
separate disorders but rather represent a continuum [16•]. Hematopoiesis is
organized as a hierarchy, with the long-term HSC (LT-HSC), which is respon-
sible for long-term bone marrow repopulation, at its apex [17]. Once consid-
ered the prime contributor to hematopoiesis, it is now clear that the LT-HSC is
primarily quiescent in the marrow endosteal niche [18], while the maintenance
of hematopoiesis on a daily basis is provided by a rapidly multiplying short-
term HSC (ST-HSC) [19]. Furthermore, and most importantly, the LT-HSC not
only gives rise to the multipotent ST-HSC, but can also give rise directly rise to
HSC that are restricted to megakaryocyte differentiation only, megakaryocyte
and erythroid differentiation, or granulocyte, erythrocyte, and megakaryocyte
differentiation [17]. The ability of LT-HSC to give rise to directly to megakar-
yocytic stem cells appears to be linked to the fact that megakaryocytes are
responsible for maintaining LT-HSC in a quiescent state in the marrow endos-
teal niche [20].
An important corollary of this is the fact that some women with JAK2 V617F-
positive ET only express the JAK2 V617F mutation in their platelets [21]. Equally
important, since all MPN driver mutations are expressed in the LT-HSC, is the fact
that the phenotype of an MPN will reflect in part the HSC involved. For example,
although PV is the ultimate consequence of JAK2 V617F expression with a
Curr. Treat. Options in Oncol. (2018) 19:12 Page 3 of 14 12
PV diagnosis
PV is the ultimate phenotypic expression of JAK 2 V617F since all HSC and their
progeny utilize this tyrosine kinase, in their hematopoietic growth factor recep-
tors. In contrast to JAK2 V617F, which can cause ET or PMF, JAK2 exon 12
mutations only cause PV and not infrequently just cause erythrocytosis alone as
opposed to “polycythemia” [5]. CALR mutations can rarely cause PV [24] but
MPL mutations apparently cannot. This is paradoxical since the
thrombopoietin receptor, MPL, is the oncogene of the MPLV retrovirus, which
causes a fulminant PV-like syndrome in mice [25], and is the only hematopoi-
etic growth factor receptor in the LT-HSC. Regardless, it is clear that neither JAK2
V617F nor CALR mutations are specific for PV, ET, or PMF and only the
presence of erythrocytosis can distinguish PV from its companion MPN. Fur-
thermore, there are also rare PV patients with no identified driver mutations. It
is also important to note that PV can also present as isolated thrombocytosis
[26], isolated leukocytosis [27], or with myelofibrosis [28]. Therefore, since PV
is the most common MPN and the one with the highest morbidity and
mortality rates due to thrombotic events, it should be the first disorder consid-
ered when an MPN is a diagnostic possibility.
It is important to emphasize that since there is no molecular marker specific
for PV, the diagnosis of PV is clinically based regardless of the mutation causing
it. Stated differently, 125 years of clinical experience have provided accurate
clinical guidelines for the diagnosis of PV, that do not involve the need to
examine a bone marrow specimen [28] or obtain a serum erythropoietin level
[14, 29], though recently these clinical guidelines have been eschewed by a
WHO expert committee in preference for guidelines [30, 31] that, unfortunate-
ly, do not guarantee diagnostic accuracy for PV [14, 15, 22, 32, 33], or even for
distinguishing PV from ET or PMF. This is obviously not a trivial issue, since
mistaking PV for ET can result in thrombotic episodes, and mistaking PV for
PMF can not only lead to the same problem but also because the prognosis for
post-PV myelofibrosis is better than that of de novo PMF, which has important
therapeutic implications [34•]. Finally, since PV can present as isolated
erythrocytosis, it becomes an important consideration in the differential
12 Page 4 of 14 Curr. Treat. Options in Oncol. (2018) 19:12
Fig. 1. Changes in the red cell mass and plasma volume in secondary erythrocytosis and polycythemia vera.
Table 2. Examples of changes in the red cell mass and plasma volume in polycythemia vera and secondary erythrocytosis
• Erythrocytosis • Phlebotomy
• Pruritus • Antihistamines, ruxolitinib, pegylated interferon, PUVA light therapy,
hydroxyurea
• Ocular migraine, transient ischemic attacks • Aspirin; ruxolitinib, anagrelide; pegylated interferon; hydroxyurea (TIA
(TIA), erythromelalgia only)
• Thrombosis (arterial, venous) • Anticoagulation
• Thrombocytosis • Ruxolitinib, pegylated interferon; anagrelide; hydroxyurea
• Hemorrhage (due to thrombocytosis) • Tranexamic acid, EACA (Amicar), anagrelide, pegylated interferon
• Leukocytosis • Ruxolitinib, pegylated interferon, hydroxyurea
• Hyperuricemia • Allopurinol (uric acid ~ 10 mg%)
• Splenomegaly • Ruxolitinib, pegylated interferon, thalidomide, hydroxyurea,
irradiation, Gleevec, splenectomy
12 Page 8 of 14 Curr. Treat. Options in Oncol. (2018) 19:12
PV natural history
PV is a chronic disorder whose clinical course in the majority of patients is
measured in decades [11, 14]. In approximately 15% of patients, a clinical
picture phenocopying PMF develops, though the clinical course is usually much
more prolonged compared to PMF [41]. A small fraction of patients (~ 1.5%)
spontaneously develop acute leukemia; these patients are usually older than
60 years. Acquisition of the JAK2 V617F mutation is not age-dependent [42••]
but increases exponentially after age 60 [43]. Thus, PV can be acquired at any
age but is rare in the pediatric age group and below age 60 is most common in
women; thereafter, the sex ratio is equal.
Initially in most PV patients, only one JAK2 allele is mutated and the
neutrophil JAK2 V617F allele burden is usually between 15 and 30% [12••].
It is important to note that neutrophil allele burden does not correlate with the
HSC (CD34+ cell) allele burden. The neutrophil JAK2 V617F allele burden
usually rises slowly over time [44] and concomitantly, there are increases in the
white cell and platelet counts. This does not necessarily reflect disease progres-
sion as opposed to the expected expansion of the hematopoietic progenitor cell
pool, which is sensitive to the constitutively active JAK2; HSC are less affected by
this mutation and expand more slowly [45].
Characteristically, involvement of the unaffected JAK2 allele on chromo-
some 9 (uniparental disomy) is a feature of PV in contrast to JAK2 V617F-
positive ET [46]. This is associated with neutrophil JAK2 V617F allele burdens
greater than 50% and a more active disease. As the HSC JAK2 V617F population
increases, extramedullary hematopoiesis ensues with enlargement of the spleen
and sometimes the liver. As a general rule, when the neutrophil JAK2 V617F
allele burden is ≥ 70%, it reflects the HSC (CD34+) JAK2 V617F allele burden
[45], homozygosity for JAK2 V617F, and identifies the presence of clonal
dominance by the affected HSC clone over normal HSC [44]. Recent gene
expression studies in PV have indicated that the acquisition of a PMF phenotype
during the course of PV is not random but is associated with a distinct gene
expression profile [8].
The complications of PV are listed in Table 3. PV is an indolent disease with
life span that can exceed four decades and should be treated accordingly. Most
thrombotic complications occur before diagnosis or early in the course of the
disease [47]. This is particularly true in young woman who frequently present
with hepatic vein thrombosis; for unknown reasons, portal vein thrombosis is
more common in men. Not all PV patients experience ocular migraine, severe
itching, or erythromelalgia. The development of a PMF phenotype can take
decades and must be distinguished from myelofibrosis as a histologic phenom-
enon due to the high plasma thrombopoietin level in PV [48]. Bone marrow
fibrosis in PV is a reactive and reversible condition, which does not affect
marrow function; bone marrow failure in this disorder is due to defective HSC.
PV therapy
The first principle of therapy is “prima non nocere.” If the diagnosis is incorrect,
therapy will be ineffective and possibly harmful, and currently due to the
Curr. Treat. Options in Oncol. (2018) 19:12 Page 9 of 14 12
well studied nor, for unknown reasons, is ruxolitinib effective in every patient
[37••, 74].
Reduction in the JAK2 V617F neutrophil and HSC allele burden can be
achieved with pegylated interferon, and in approximately 20% of patients, a
complete molecular remission can be obtained [77]. Pegylated interferon is less
toxic than its recombinant congener and has the advantage that it can be given
weekly. It is effective in alleviating symptoms in the majority of PV patients and
reducing splenomegaly [78, 79••]. While it appears to be selective for the
involved HSC [80], it is not always effective in controlling erythrocytosis since
paradoxically it activates erythroid gene expression [80]. Interferon appears to
be most effective in PV when there is a low JAK2 V617F allele burden [77]. It
does, of course, have a side effect profile similar to recombinant interferon with
respect to immunosuppression, thyroid toxicity, atrial fibrillation, neuropathy,
liver toxicity, depression, and suicidal ideation.
In PV patients intolerant to or refractory to ruxolitinib or pegylated interfer-
on, low-dose thalidomide and prednisone can be effective [81], although
thalidomide is also an immunosuppressant; lenalidomide has no role in PV
therapy [82]. The role of bone marrow transplantation in PV has not yet been
defined, given the chronic nature of the disease but should be considered in PV
patients who have transformed to a PMF phenotype [83].
Conflict of interest
Jerry L. Spivak has received compensation from Incyte for service as a consultant.
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