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REVIEW
BLOOD CONSERVATION STRATEGIES
—
Aryeh Shander, MD, FCCM, FCCP*
ABSTRACT
Increasing concerns over the widespread use of
blood transfusions have prompted interest in blood
conservation strategies, including various pharmacologic agents, as well as numerous devices and
techniques. This article explores the currently available blood conservation strategies and the evidence supporting their efficacy in various acute
clinical settings. Pharmacologic agents, which
include antifibrinolytic agents, desmopressin, erythropoiesis-stimulating agents, parenteral iron, vitamin K, and recombinant activated factor VII, can
either reduce or stop bleeding, or decrease the
likelihood of transfusion by raising hemoglobin.
Other strategies, which have mostly been used to
reduce transfusion requirements in surgical or trauma cases, include acute normovolemic hemodiluton, cell salvage, reduction of blood loss during
diagnostic testing, and potentially red-cell substitutes. Also included is a discussion on areas of controversy related to blood conservation and
examples of successful institution-based blood
management programs.
(Adv Stud Med. 2008;8(10):363-368)
*Chief, Department of Anesthesiology, Critical Care
and Hyperbaric Medicine, Englewood Hospital and
Medical Center, Englewood, New Jersey; Clinical Professor
of Anesthesiology, Medicine and Surgery, Mount Sinai
School of Medicine, New York, New York.
Address correspondence to: Aryeh Shander, MD,
FCCM, FCCP, Chief, Department of Anesthesiology, Critical
Care and Hyperbaric Medicine, Englewood Hospital and
Medical Center, 350 Engle Street, Englewood, NJ 07631.
E-mail: [email protected].
Johns Hopkins Advanced Studies in Medicine
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lthough blood transfusion can be a lifesaving treatment for acute blood loss or
severe symptomatic anemia, the many
potential associated harms and supply
limitations have been well documented
and, therefore, its use in many nonacute hematologic
states (eg, mild-to-moderate anemia) is strongly
debated. As a result, several available blood conservation strategies (Table) have been used in an attempt to
avoid or minimize transfusions in selected patients,
and upon further investigation, these strategies may
be offered to patients with chemotherapy-induced
anemia (CIA).1
A
PHARMACOLOGIC STRATEGIES TO REDUCE BLOOD
TRANSFUSION
Pharmacologic agents used in blood conservation
can either reduce or stop bleeding or decrease the likelihood of transfusion by raising hemoglobin (Hb).
These include antifibrinolytic agents, desmopressin
(DDAVP), erythropoiesis-stimulating agents (ESAs),
parenteral iron, vitamin K, and recombinant activated
factor VII. Although some of these drugs may in theory be used in malignancy-influenced bleeding, the
current supporting evidence comes primarily from
studies examining them perioperatively, in critical
care settings, in trauma, or in those with congenital
bleeding disorders.
ANTIFIBRINOLYTIC AGENTS
These agents (ie, tranexamic acid, epsilon
aminocaproic acid, and aprotinin) inhibit the breakdown of blood clots and are used in a variety of conditions to reduce bleeding. Epsilon aminocaproic acid
inhibits fibrinolysis via inhibition of plasminogen
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Table. Summary of Clinical Recommendations and Evidence Base for Blood Conservation Strategies to Reduce the
Need for Blood Transfusions in Critically Ill Patients
Strategy
Mechanism of Action
Potential Benefits and Advantages
Evidence Base
Improved hemostasis
• Reduced risk of recurrent bleeding and death
associated with gastrointestinal bleeding*
• Reduced risk of perioperative bleeding and
need for reoperation in cardiac surgery patients
• Under investigation for use in trauma patients
Meta-analysis
To reduce acute blood loss
Antifibrinolytic agents
Tranexamic acid or epsilon
aminocaproic acid
Aprotinin
Improved hemostasis
• Reduced risk of perioperative bleeding and need
for reoperation in cardiac surgery patients
Meta-analysis
Meta-analysis
Desmopressin
Improved hemostasis and
• Reduced risk of bleeding in patients with conincreased factor VIII and von genital coagulation defects (platelet dysfunction,
Willebrand levels
von Willebrand’s disease, mild hemophilia A) and
those with renal failure
Observational studies
Recombinant activated
factor VII
Improved hemostasis
• Possible benefit in selected cases refractory to
standard surgical and medical treatment*
Case reports; expert opinion
Artificial oxygen carriers
(modified hemoglobin substitutes or perfluorocarbons)
Increased oxygen transport
without blood transfusion; increased ability to perform
acute normovolemic
hemodilution
• Possible reduction in need for transfusion*
• Prolonged shelf-life
• Products can be stored at room temperature
• No risk of disease transmission
• No immunologic effects
RCT
Postoperative blood recovery
techniques (cell salvage)
Return of blood collected in • Reduced need for perioperative blood
surgical drains
transfusion in orthopedic surgery but not in
cardiac surgery
Meta-analysis
To prevent subacute anemia
Reducing blood loss associated
with diagnostic testing
• Increase in hemoglobin level
RCT
Reduction of iatrogenic
blood loss from diagnostic
testing
• Elimination of “discard” blood loss before testing
in patients with in-dwelling central catheters
• Reduced risk of bacterial contamination of
catheter hubs and bloodstream infections
RCT
Small-volume sample tubes
Reduction of iatrogenic
blood loss from diagnostic
testing
• Reduced blood loss
RCT
Point-of-care microanalysis
Reduction of iatrogenic
blood loss from diagnostic
testing
• Short turnaround time for test results
• Reduced personnel time
Expert opinion
Closed blood sampling
techniques
Expert opinion
Erythropoietin
Increased production of red • Increase in hemoglobin level and possible reduced RCT; meta-anaylsis
blood cells in bone marrow
need for transfusion
• Possible reduction in mortality among trauma
RCT subgroup anaylsis
patients*
Restrictive red blood cell
transfusion trigger†
Raised hemoglobin
threshold for red blood
cell transfusion
• Reduced need for blood transfusion without
RCT
increase in morbidity or mortality in most critically
ill patients
*Further results from recent phase III RCT are required to determine benefits and harms.
†For example, a change in hemoglobin threshold for transfusion of 70 g/dL.
RCT = randomized controlled trial.
Reprinted with permission from Tinmouth et al. CMAJ. 2008;178:49-57.1 ©2008 Canadian Medical Association.
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REVIEW
inhibitors and, to a lesser degree, through antiplasmin
activity. Tranexamic acid is similar to epsilon
aminocaproic acid, but it is approximately 10 times
more potent.2 Aprotinin (no longer available in clinical
practice) also limits the action of plasmin, but has a
somewhat different mode of action.2 In some studies,
perioperative use of antifibrinolytic agents was shown
to reduce the need for blood transfusions and re-operation, but the benefits are less clear in other trials.2,3
DDAVP
This agent is a synthetic analogue of arginine vasopressin that induces the release of stored factor VIII and
von Willebrand factor from endothelial cells. DDAVP
has been shown to be effective in controlling and preventing bleeding in patients who have congenital
platelet disorders (eg, mild hemophilia A and von
Willebrand’s disease) and in those who have platelet dysfunction associated with renal failure.4,5 Because a metaanalysis of DDAVP in the treatment of perioperative
bleeding showed a nonsignificant reduction in blood
loss without evidence of a reduction in transfusion need,
DDAVP may not be effective in improving hemostasis
or in reducing acute blood loss in critically ill patients
who do not have specific bleeding disorders.6
RECOMBINANT-ACTIVATED FACTOR VII (RECOMBINANT
FACTOR VIIA)
A recombinant coagulation factor concentrate, this
product is specifically approved for patients with factor
deficiencies (hemophilia), but because it is also known to
enhance thrombin generation, it has been suggested to
provide hemostasis in various other clinical situations,
including obstetrical bleeding, trauma, and perioperative
bleeding.6 In fact, a substantial portion of this product’s
usage is currently off-label, and as such, a consensus
panel has developed recommendations for appropriate
clinical situations related to off-label use of recombinant
factor VII. The major categories of off-label use included
closed-space (including intracranial) bleeding, surgical
bleeding, and other bleeding causes (eg, postpartum,
multiple trauma, and active gastrointestinal bleeding).7
ESAS
The currently US Food and Drug Administrationapproved ESAs, epoetin alfa and darbepoetin alfa, share
a similar mechanism of action, which involves stimulation of erythropoiesis via binding to the erythropoietin
Johns Hopkins Advanced Studies in Medicine
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receptor on erythroid progenitors. The major difference
between these agents is in their pharmacokinetics, with
darbepoetin alfa (compared with epoetin alfa) exhibiting
a longer serum half-life (t1/2) but a lower binding affinity for the erythropoietin receptor in vitro, taking 3 to 5
times longer to reach peak serum concentrations.8 The
effectiveness of ESAs, along with supplemental parenteral iron, as a blood conservation strategy in patients with
CIA is well documented, with multiple studies demonstrating their ability to significantly raise Hb levels and
reduce transfusion requirements.9 George M. Rodgers,
III, MD, PhD, provides a more detailed discussion on
the efficacy and safety of ESA and parenteral iron therapy in the management of CIA.
BLOOD CONSERVATION DEVICES/TECHNIQUES
In an effort to minimize reliance on blood transfusions, many techniques and devices have been used
over the decades in various clinical scenarios (eg, trauma and surgery) to diminish blood loss. This section
focuses on some of the major strategies in use today.
ACUTE NORMOVOLEMIC HEMODILUTION
As a blood conservation method in surgery, acute
normovolemic hemodilution (ANH) was re-introduced
in the 1970s in response to the growing awareness of
transfusion-related risks and religious objections to transfusion.10 The strategy involves removing a portion of a
patient’s blood immediately prior to surgery, and simultaneously replacing it with an acellular fluid (eg, crystalloid or colloid) to maintain normovolemia. The patient’s
blood becomes diluted and the amount of actual red
blood cell (RBC) and plasma loss during surgery is
reduced. In the meantime, the collected blood is properly stored and re-infused into the patient after cessation of
major blood loss or when transfusion is needed.10,11
Because ANH blood does not have testing requirements and involves collection and storage of units at the
patient’s bedside, ANH can be performed on the day of
the procedure, and it is therefore more advantageous than
preoperative autologous blood donation (PABD). The
latter procedure requires the patient to make preoperative
visits to the hospital to donate his or her own blood, has
testing requirements, and because the units are not stored
solely in the operating room, is associated with potential
errors leading to ABO-incompatible blood transfusions
and the risk of bacterial contamination.11
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REVIEW
In regard to efficacy of ANH, many studies have
shown inconclusive results, whereas others have
demonstrated some benefits. For example, one retrospective analysis of 800 patients concluded that ANH
reduced the need for allogenic blood transfusion in
patients undergoing orthopedic surgery and other
smaller studies found ANH to be comparable to
PABD in reducing the need for allogenic blood transfusions in various surgical procedures.11 Other studies
have associated ANH with either a slight or non-significant reduction in the risk of allogenic transfusion
in the perioperative period, but most are limited by
design flaws.12-15 ANH appears to be more effective in
procedures with larger anticipated blood loss.
RBC SALVAGE
Similar to ANH, RBC salvage has been available for
over 2 decades and is based on the concept of collecting
blood for later retransfusion to the donor. This form of
autologous transfusion involves aspiration of shed blood
from the surgical field into a closed suction device, filtration, and eventual transfer into an anticoagulant-containing reservoir. If immediate volume replacement is
necessary (eg, trauma), the “unprocessed” blood can be
readministered from the reservoir to the patient.16 For
hemodynamically stable patients, the collected blood
may be centrifugally washed to remove debris and contaminants before reinfusion (“processed blood”).16
Intraoperative cell salvage has been shown to reduce the
risk of transfusions and is, thus, considered a reasonable
alternative or additional method of volume/blood management in patients undergoing high blood loss surgical
(eg, cardiothoracic or vascular) procedures.17,18
REDUCING BLOOD LOSS DURING DIAGNOSTIC TESTING
Depending on institutional practices and the
patient’s illness, blood samples for diagnostic testing can
be taken up to 24 times per day, with indwelling central
venous or arterial catheters contributing substantially to
increased blood loss. Numerous studies dating back to
the 1980s have reported significant volumes of blood
loss (eg, 41 mL/day per patient) among patients admitted to various intensive care units (eg, cardiothoracic,
general surgical, and medical-surgical).1 This increased
diagnostic-related blood loss places the most acutely ill
patients, including those receiving myelosuppressive
chemotherapy, at an increased risk of anemia.
Approaches to reducing iatrogenic blood loss have
366
included use of small-volume (pediatric) blood collection tubes, reduction of discarded blood from catheter
collections, alterations in test-ordering behavior, and
point-of-care microanalysis.1
AREAS OF CONTROVERSY
The benefits/efficacy of the various blood conservation strategies described previously appear to be
arguable, because the current evidence is based on limited, and at times conflicting, studies and very diverse
settings (eg, trauma, congenital bleeding disorders, and
perioperative). Likewise, certain related risks are somewhat unclear and may pose patient harm. As a result,
the risk versus benefit of blood conservation strategies
has always been under scrutiny and is, therefore, one of
the main controversies in this area of medicine.
The common concern with the majority of pharmacologic agents used in blood conservation is the risk of
thrombosis, which is inherent to the coagulation-promoting mechanism of action. Both DDAVP and recombinant factor VII have been associated with rare but
serious thrombotic events, including acute cerebrovascular thrombosis and acute myocardial infarction, most
commonly in patients with hypercoagulability states.2,19
The antifibrinolytic agent aprotinin is associated with an
increased risk of thrombosis, cardiac complications, renal
toxicity, and death, as suggested by a large observational
study of patients undergoing coronary artery bypass
grafting surgery.20 More than 4000 patients were given
either aprotinin, aminocaproic acid, or tranexamic acid
for reduction in perioperative bleeding. Use of aprotinin
(but not aminocaproic acid or tranexamic acid) was associated with a doubling in the risk of renal failure requiring dialysis, a 55% increase in the risk of myocardial
infarction or heart failure, and a 181% increase in the
risk of stroke or encephalopathy. Another study has also
suggested an association between aprotinin and renal
toxicity among patients undergoing cardiac surgery with
cardiopulmonary bypass.21 As a result of these data,
worldwide marketing of aprotinin has been suspended.
Erythropoiesis-stimulating agents have also been
associated with thrombotic complications and, in
more recent studies, with an increased risk of tumor
progression and death in oncology patients. Although
most of the adverse outcomes appear to be related to
Hb concentrations greater than 12 g/dL, the increased
risk of tumor progression and mortality have not been
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REVIEW
excluded when ESAs are dosed to a target Hb level
lower than 12 g/dL. ESAs should, therefore, be adjusted to maintain the lowest Hb level needed to avoid the
need for blood transfusions and should only be used
for treatment of anemia related to myelosuppressive
chemotherapy (see Dr Rodgers’ article).9
The major risks relating to cell salvage include air
embolism, induction of an inflammatory state (eg,
febrile reactions), sepsis, hemolysis, and coagulopathy.
Use of cell salvage during oncologic surgery is quite controversial, because it has a theoretical risk of introducing
tumor cells from the operative field into the patient’s
vasculature. However, because recent studies have not
found an increase in local recurrence or metastatic disease among patients who were treated with cell salvage,
some surgeons have become more comfortable with
using this blood conservation strategy in oncology.22,23
Most of the controversy surrounding ANH is related to the lack of a definitive verdict on its efficacy,
rather than on its risk (which appears to be minimal).
Essentially, investigators conducting ANH trials have
not been able to reach conclusive results because of
numerous limitations in trial design, including lack of
blinding and widely accepted standards for ANH procedure, as well as too many variables (eg, changing
transfusion protocols/criteria).10 Moreover, performing
an accurate meta-analysis on ANH is nearly impossible because of significant differences between existing
studies. Although ANH does not easily lend itself to
conventional research methods, recent studies are
using more rigorous designs and will perhaps ultimately reach a more definitive conclusion
AREAS OF DEVELOPMENT
In recent years, there has been increasing interest in
the development of red-cell substitutes, including cellfree (modified) Hb solutions and perfluorocarbon emulsions (synthetic oxygen carriers).11 Hb substitutes may
delay or reduce exposure to allogenic transfusions by
replacing blood products and improving oxygen delivery
during acute blood loss. These products, which are currently being investigated in patients with acute trauma
and in those undergoing surgery (with or without
ANH), have several potential advantages, including
availability without the need for cross-matching, long
shelf life, storage at room temperature, and reduced risk
of disease transmission.1,11 Disadvantages include a rela-
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tively short half-life after administration, interference
with Hb measurements, renal toxic effects, and adverse
effects on vascular tone resulting in increased blood pressure. Some of the newer products in development have
longer half-lives and appear to be less toxic and vasoconstrictng, but previous studies have linked one of these
agents (diaspirin cross-linked Hb) with increased mortality in trauma patients.
Perfluorocarbons appear promising because they
can transport both oxygen (at twice the rate of Hb)
and carbon dioxide, and they have a long half-life. So
far, patients who received perfluorocarbons (along
with ANH) in studies of elective surgery had less transfusion requirements, but because perfluorocarbons
require delivery of 100% oxygen, they may not be
applicable in pre-hospital situations.1
INSTITUTION-SPECIFIC PROTOCOLS
According to recent guidelines on perioperative
blood transfusion and blood conservation in cardiac
surgery, there is still marked variability in transfusion
practices and blood conservation interventions, essentially because accurate and timely information on platelet
and coagulation status of surgical/intensive care unit
patients is difficult to obtain, and because process variability is difficult to control.2 As a result of these shortcomings, several investigators have examined the value of
transfusion algorithms using institution-derived transfusion practices, in conjunction with accurate point-ofcare testing to guide responses to bleeding and to direct
blood transfusion. In most studies, the combination of
point-of-care testing and transfusion algorithms was
found to be both cost-effective and efficacious in limiting nonautologous blood product transfusions and providing adequate hemostasis. Moreover, the guidelines
contend that a multifaceted approach to blood conservation “produces the best results.”2
In the spirit of using this approach to standardize
transfusion practices, several institutions have developed evidence-based blood management guidelines.
Englewood Hospital and Medical Center initially
developed a bloodless medicine and surgery program
for Jehovah’s Witnesses and other patients who refused
blood products. But because the majority of
Englewood’s patients who were managed with blood
conservation strategies had outcomes that were comparable to those of transfusion-treated patients, the
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REVIEW
program was expanded.24 Englewood’s current program incorporates medications that enhance Hb production, ANH, cell salvage, staging of difficult
procedures, and a greater tolerance of acute anemia. As
a result of these interventions, use of allogenic blood at
Englewood has decreased by approximately 50%, with
surgery-related mortality rates remaining low.24
As another example, the pharmacy department at
Swedish Medical Center has established a blood management department, with the goals of conserving
blood utilization, improving patient outcomes, and
reducing hospital costs.24 A multidisciplinary team (eg,
physicians, nurses, and pharmacists) created new transfusion guidelines (advocating transfusions only in the
presence of decreased tissue perfusion) and order forms
(standardizing blood component ordering across all services). The pharmacy department also developed a
learning module on anemia and offered anemia consults to inpatients scheduled for surgery or those at high
risk of anemia. Pharmacists reviewed relevant patient
laboratory values (eg, complete blood count and iron
studies) and either made therapeutic recommendations
or referred patients to hematologists. Since implementation of this program, Swedish Medical Center has
experienced an overall reduction in use of transfusions
and reduced length of stay among patients undergoing
elective orthopedic surgeries.24
CONCLUSIONS
The increased scrutiny of blood transfusions has
caused many healthcare providers to examine more
closely the various blood conservation strategies that
were at one point only considered for those patients
who had religious or other objections to transfusions.
Although most of the currently published studies
involving blood conservation have been focused on
nonanemia indications, future studies will likely examine more diverse uses and offer more definitive results.
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