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Thalassemia bone disease is a common and severe complication of thalassemia—an inherited blood disorder due to
mutations in the ␣ or  hemoglobin gene. In its more severe form, severe anemia is present, and treatment with
frequent red blood cell transfusion is necessary. Because the body has limited capacity to excrete iron, concomitant
iron chelation is required to prevent the complications of iron overload. The effects of chronic anemia and iron
overload can lead to multiple end-organ complications such as cardiomyopathy, increased risks of blood-borne
diseases, and liver, pituitary, and bone disease. However, our understanding of thalassemia bone disease is incom-
plete and is composed of a complex piecemeal of risk factors that include genetic factors, hormonal deficiency,
marrow expansion, skeletal dysmorphism, iron toxicity, chelators, and increased bone turnover. The high prevalence
of bone disease in transfusion-dependent thalassemia is seen in both younger and older patients as life expectancy
continues to improve. Indeed, hypogonadism and GH deficiency contribute to a failure to achieve peak bone mass
in this group. The contribution of kidney dysfunction to bone disease in thalassemia is a new and significant com-
plication. This coincides with studies confirming an increase in kidney stones and associated accelerated bone loss in
the thalassemia cohort. However, multiple factors are also associated with reduced bone mineral density and include
marrow expansion, iron toxicity, iron chelators, increased bone turnover, GH deficiency, and hypogonadism. Thala-
ssemia bone disease is a composite of not only multiple hormonal deficiencies but also multiorgan diseases. This
review will address the molecular mechanisms and clinical risk factors associated with thalassemia bone disease and
the clinical implications for monitoring and treating this disorder. (Endocrine Reviews 37: 320–346, 2016)
Abbreviations: AFF, atypical femoral fracture; BMD, bone mineral density; CI, confi-
dence interval; DXA, dual-energy x-ray absorptiometry; FE, fractional excretion;
ISSN Print 0163-769X ISSN Online 1945-7189 FGF-23, fibroblast growth factor 23; HbE, hemoglobin E; HRT, hormone replacement
Printed in USA therapy; MRI, magnetic resonance imaging; 25(OH) vitamin D, 25-hydroxyvitamin D;
Copyright © 2016 by the Endocrine Society OPG, osteoprotegerin; QCT, quantitative computed tomography; RANK, receptor ac-
Received September 20, 2015. Accepted June 6, 2016. tivator of nuclear factor ; RANKL, RANK ligand; TBS, trabecular bone score; VDR,
First Published Online June 16, 2016 vitamin D receptor.
320 press.endocrine.org/journal/edrv Endocrine Reviews, August 2016, 37(4):320 –346 doi: 10.1210/er.2015-1105
doi: 10.1210/er.2015-1105 press.endocrine.org/journal/edrv 321
Figure 1. 1. ␣-Thalassemia
The ␣-thalassemia syndromes are
primarily caused by gene deletions
on chromosome 16 of the ␣ chain
and are usually inherited in an auto-
somal recessive manner (4). The four
clinical subtypes of ␣-thalassemia
syndromes are classified according
to the number of gene deletions, and
this corresponds to their clinical se-
verity (8).
Silent ␣-thalassemia carriers or
trait (deletion of one or two genes)
may have a slight reduction in mean
cell hemoglobin or mean cell vol-
ume. Hydrops fetalis, which repre-
sents the most severe form of
␣-thalassemia (four gene deletions)
is not compatible with life. The He-
Figure 1. Global prevalence of thalassemia (World Health Organization, 2011). moglobin H shows ragged inclusion
322 Wong et al Bone Disease in Thalassemia Endocrine Reviews, August 2016, 37(4):320 –346
bodies due to precipitation of hemoglobin H along with transportation into cells (15). The labile iron pool de-
hypochromia and anisopoikilocytosis on blood film. scribes the reservoir of free iron available for cellular iron
exchange and is localized primarily in the cytosol (5, 16).
2. -Thalassemia Under conditions of iron overload, the labile iron pool is
The -thalassemia is characterized by a defect in pro- increased, whereby free iron is able to promote the pro-
duction of the  globin chain, which is found on chromo- duction of free radicals through the Fenton reaction (14,
some 11 (4, 9). The major and intermedia forms are in- 16). Free radicals are highly unstable and reactive due to
herited in an autosomal recessive pattern. -Thalassemia the presence of unpaired electrons. They can react with
major is characterized by the inheritance of two abnormal and modify proteins, nucleic acids, and fatty acids in cell
-globin genes leading to severe anemia and a need for red membranes and plasma lipoproteins (14, 17). Without
but also due to the development and implementation of bile (29). The most common side effects include rash,
dedicated, integrated, multidisciplinary, skilled centers gastrointestinal disturbances, and mild nonprogressive
worldwide and the development of evidence-based stan- increases in serum creatinine (28, 30). However, testing
dardized protocols for the management of anemia and for renal tubulopathy, and in particular hypercalciuria,
iron overload. was not routinely performed in these early pivotal stud-
ies. Increasing and worrying reports of renal tubular
A. Iron chelators dysfunction including hypercalciuria have emerged
Chronic transfusion leads to iron overload and the nec- with deferasirox (31, 32), but this has not been exam-
essary use of iron chelators to reduce the toxicity of iron ined systematically. Recently, studies have confirmed
on tissues (25). There are three major types of iron chela- that deferasirox, when used in therapeutic doses, leads
tors available (Table 1 and Figure 2). to dose-dependent hypercalciuria (33).
Deferoxamine is the most studied of the available Deferiprone is an alternative oral iron chelator excreted
iron chelators. The effective use of deferoxamine in re- predominantly through the kidney; it is the only iron
ducing total body iron stores leads to improved survival chelator that crosses the blood– brain barrier (34). Defer-
and morbidity from cardiac, liver, and endocrine com- iprone is mainly absorbed from the stomach and is sus-
plications of iron overload (23). Deferoxamine is char- ceptible to food-drug interactions or other gastric factors
acterized by poor oral bioavailability and is rapidly that affect absorption (30). Wide variation in the metab-
cleared by the kidney. The deferoxamine-iron complex olism and clearance of deferiprone among patients has
in serum is eliminated chiefly by the kidneys and to a been observed and is dependent on the degree of iron over-
lesser extent by the liver, where it is excreted into the bile load and availability of chelatable iron (30). The utility of
(26). Rapid clearance by the kidney requires continuous this medication has been limited by its narrow therapeutic
sc or iv administration. The invasive route of adminis- index and safety concerns, including a risk of agranulo-
tration and discomfort at the site of sc infusion con- cytosis (35).
tributes to the poor treatment compliance associated
with deferoxamine therapy (27).
The oral iron chelator deferasirox is well absorbed IV. Epidemiology of Thalassemia Bone Disease
from the gastrointestinal tract and was a much welcome
alternative to deferoxamine. The phase III trials, com- Thalassemia bone disease includes a heterogeneous
pleted in 2006, confirmed the efficacy of deferasirox in group of conditions that includes bone deformity, pain,
the treatment of iron overload in thalassemia major marrow expansion, reduced bone density, and fractures
(28). The deferasirox-iron complexes are excreted pre- (36). The characteristics of thalassemia bone disease are
dominantly through the hepatobiliary system into the unique compared to those of the more typical idiopathic
324 Wong et al Bone Disease in Thalassemia Endocrine Reviews, August 2016, 37(4):320 –346
units worldwide account for differences not only in mortality occur more frequently in the upper extremities (53.3% of
but also in skeletal health. all fractures), whereas spine and pelvic fractures occurred
The impact of gender on bone mass in thalassemia is in 10.6% (45). A clear gradation of fracture risk with
dependent on gonadal hormone sufficiency, but other fac- worsening BMD as measured by DXA is less clear in pe-
tors are likely to be implicated (61). The age at which peak diatric metabolic bone disease compared to osteoporosis
bone mass is reached has been reported to occur at 22.4 in postmenopausal women (54). In a retrospective study,
years (95% confidence interval [CI], 19.0 –31.8) in fe- the average BMD Z and T scores were 0.85 SD lower
males and 29.8 years (95% CI, 23.5–34.0) in males (49). among patients with a history of fractures where the mean
The contribution of hypogonadism to BMD in severe Z/T score was ⫺2.78 vs ⫺1.93 (95% CI, ⫺0.49 to ⫺1.22;
thalassemia in both genders is important (61), with hypo- P ⫽ .02) (67).
Figure 5.
been shown to correlate with lower BMD and accelerated ter adjusting for confounding factors. Moreover, ferritin
bone loss in the general community (105). as a measure of iron overload changes dynamically in
The relationship between serum ferritin and BMD is response to chelation therapy and blood transfusion.
less clear in subjects with transfusion-dependent thalas- Chronic iron overload is associated with deficits in
semia. In cross-sectional studies of thalassemia bone dis- pituitary function leading to hypogonadism and GH de-
ease, serum ferritin levels were not found to be signifi- ficiency; hypoparathyroidism is found in up to 14.6% of
cantly associated with BMD (49, 106). Similarly, there thalassemia subjects receiving transfusion (108, 109).
was no significant association between serum ferritin or Therefore, quantitating the effect of iron on BMD is a
BMD in a large 19-year longitudinal study of thalassemia composite of multiple risk factors.
bone disease (107). The failure to show a statistically sig-
E. Bone marrow expansion
nificant association between serum ferritin and BMD in
Blood transfusion not only provides a source of normal
thalassemia may be due to several reasons. Serum ferritin
red blood cells for oxygen transport but also reduces the
is one of many competing risk factors for bone loss in
degree of marrow expansion (66). The vertebrae is an im-
thalassemia, making it difficult to demonstrate statistical
portant site for marrow expansion, and significant cortical
significance in univariate or multivariate analysis even af-
thinning and disruption of trabecu-
Figure 6. lar bone can occur (66, 110). In con-
trast, the relative absence of bony de-
formity, red marrow activity, and
overlying soft tissue artifact at the
femoral neck enables a more accu-
rate assessment of BMD using DXA
in longitudinal analysis (111).
Supporting the concept that mar-
row expansion can lead to reduced
BMD, a longitudinal study showed a
significant positive correlation be-
tween hemoglobin levels and BMD
(111). In a cross-sectional analysis,
hemoglobin was found to be posi-
Figure 6. Fenton reaction. Iron can catalyze the Fenton reaction leading to the formation of free tively correlated with BMD in
oxygen radicals, and this can cause oxidative stress and damage to cells. -thalassemia (66). A recent study
doi: 10.1210/er.2015-1105 press.endocrine.org/journal/edrv 329
had confirmed increased erythropoiesis in males compared of GH on bone metabolism in GH-deficient adults is
to females with -thalassemia major after adjusting for he- 2-fold: it stimulates bone resorption (126, 127) and bone
moglobin levels (112). This may account for the greater loss formation (127, 128). GH initially increases bone resorp-
of BMD seen with male thalassemia even after adjusting for tion with a concomitant bone loss that is followed by a
confounding factors (107). Moreover, it raises the impor- phase of increased bone formation, with a net increase in
tant clinical question of whether transfusing patients (par- bone mass occurring after 6 months and lasting for up to
ticularly males) to a higher hemoglobin concentration might 12–18 months of GH treatment (123). Vitamin D has also
lead to reduced bone loss (111). been shown to have a positive correlation with circulating
IGF-1 and IGF binding protein-3 in the normal population
F. Hypogonadism (129), although this has not been consistently demon-
I. Renal-bone dysfunction
The intimate relationship be-
tant risk factor for the development of osteomalacia in thalassemia major (33); this is an area deserving of further
thalassemia. Multiple other factors are also likely to con- research.
tribute to the renal-bone dysfunction seen in thalassemia.
Urine calcium to creatinine ratio was found to be present J. Calcium and vitamin D
in 32.2% of transfusion-dependent thalassemia patients, Vitamin D plays an important role in calcium homeo-
with most of these patients on deferoxamine or defer- stasis and musculoskeletal health. The definition of what
iprone (32). constitutes optimal 25-hydroxyvitamin D [25(OH) vita-
Cases of renal failure and Fanconi syndrome have also min D] levels is not clear (156). The circulating 25(OH)
been described with deferasirox (152). Fanconi syndrome vitamin D level needed to suppress serum PTH concen-
leads to reduced absorption of glucose, amino acids, phos- tration had been proposed, but levels have varied widely
166). This inconsistency may reflect the different treat- mote osteoclast activity (102) and reduce osteoblast
ment protocols among thalassemia units worldwide and function (97); animal models of iron overload have
their impact on these markers. The increase in bone re- demonstrated a reduction in parameters of bone for-
sorption markers is particularly pronounced in untreated mation (102). In patients with thalassemia, stainable
hypogonadal subjects with thalassemia (167) and is con- iron was negatively correlated with trabecular bone vol-
sistent with changes in bone resorption seen in normal ume. However, iron overload showed no changes to
menopausal women (168). Indeed, of all the multiple risk osteoid volume, thickness, or osteoblast surface (172).
factors for bone loss, the suboptimal treatment of hypo- On balance, iron toxicity in thalassemia may exert its
gonadism in thalassemia is likely to be the major contrib- effect on bone indirectly through an increased risk of
uting factor for reduced BMD. In the eugonadal patient hypogonadism and IGF-1.
DXA: cortical and trabecular bone can be separated, tra- sexual dimorphism of body composition and bone density
becular volumes of interest are largely independent of de- in patients with transfusion-dependent thalassemia.
generative changes in the spine, and three-dimensional Whereas the effect of hypogonadism on BMD and body
geometric parameters can be determined (184). composition has been well described in the general pop-
A number of small studies have investigated skeletal ulation, the influence of hypogonadism on body compo-
status in thalassemia employing QCT. In a study of 48 sition in adult transfusion-dependent thalassemia is un-
patients, the correlation coefficient between DXA BMD certain. In a pediatric cohort, hypogonadism was not
and QCT trabecular BMD was 0.545 (P ⬍ .001). The correlated with measures of body composition in subjects
classification of patients into normal, osteopenia, and os- with transfusion-dependent thalassemia (41). In a cross-
teoporotic categories, using QCT Z scores, was in better sectional study of transfusion-dependent thalassemia, hy-
ssemic group had a greater increase in spinal T scores in thalassemia, and zinc deficiency is widespread in this
contrast to the thalassemia major patients (120). There are cohort (225, 226).
currently no studies investigating the effect of hypogonad- Teriparatide leads to an increase in BMD and reduction
ism and its treatment with HRT on fracture outcomes in in fractures in men (227) and postmenopausal women
thalassemia. (228). The clinical use of teriparatide in thalassemia major
The current literature supports the benefits of sex hor- leads to an increase in BMD, although the experience is
mone replacement in optimizing skeletal health. However, limited to case reports, and therefore its use should be
important clinical questions pertaining to dose, route of considered strictly on an individual basis (94, 229). The
administration, and the impact of treatment on fracture use of teriparatide as a follow-on treatment after pro-
endpoints in thalassemia remain unanswered. longed or failed bisphosphonate therapy appears clinically
justified and sound in thalassemia major. However, severe
D. Others (zinc, teriparatide, strontium ranelate, extramedullary erythropoiesis can lead to spinal cord
denosumab, and romosozumab) compression and treatment with radiation therapy in
The use of zinc in patients with thalassemia was as- transfusion-dependent thalassemia; teriparatide therapy
sociated with an increase in total body bone mineral would be contraindicated in these cases given the potential
content but no significant change in bone mass or BMD concerns of bone malignancy.
at the hip or spine (214, 224). Zinc appears to be an Strontium ranelate leads to an increase in BMD and a
important nutrient for growth and development in reduction in fractures (230), although concerns regarding
doi: 10.1210/er.2015-1105 press.endocrine.org/journal/edrv 339
increased cardiovascular risks have surfaced more re- Moreover, the optimal frequency and duration of bispho-
cently (231). In a small study of 24 patients with thalas- sphonate administration is not known. The role of ana-
semia major, treatment with strontium ranelate improved bolic therapies such as teriparatide and, in the near future,
BMD and normalized bone turnover markers, as well as the antisclerostin antibody romosozumab needs to be
lowering serum sclerostin levels (232). However, the use studied. The optimal dose and route of application of sex
of strontium ranelate will require caution, given the in- hormone therapy for bone preservation also remain to be
creased baseline risk of thromboembolism (233) and car- established.
diac iron overload in transfusion-dependent thalassemia. Important questions remain regarding the mechanism
Denosumab is a fully human monoclonal antibody to underlying the increased prevalence of kidney stones and
RANKL and a potent antiresorptive used in the treatment associated bone loss in thalassemia. Whether or not this
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