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    review article

    Th e   n e w e n g l a n d j o u r n a l o f    m ed i c i n e

    n engl j med 355;23  www.nejm.org december 7, 20062452

    Mechanisms of Disease

    The Myeloproliferative DisordersPeter J. Campbell, F.R.A.C.P., F.R.C.P.A.,

    and Anthony R. Green, F.R.C.Path., F.Med.Sci.

    From the Department of Haematology,Cambridge Institute for Medical Research,University of Cambridge, Cambridge, Unit-ed Kingdom. Address reprint requests toDr. Green at the Department of Haema-tology, Cambridge Institute for MedicalResearch, Hills Rd., Cambridge CB2 2XY,United Kingdom, or at [email protected].

    N Engl J Med 2006;355:2452-66.Copyright © 2006 Massachusetts Medical Society.

    The myeloproliferative disorders comprise several clonal he-

    matologic diseases that are thought to arise from a transformation in a he-

    matopoietic stem cell. The main clinical features of these diseases are theoverproduction of mature, functional blood cells and a long clinical course. Chron-

    ic myeloid leukemia (not discussed in detail here) is a myeloproliferative disorderthat is defined by its causative molecular lesion, the BCR-ABL fusion gene, whichmost commonly results from the Philadelphia translocation (Ph).1 The three main

    Ph-negative myeloproliferative disorders — polycythemia vera, essential thrombocy-themia, and idiopathic myelofibrosis — are the focus of this article. Less common

    conditions that are also considered myeloproliferative disorders under the classifi-cation used by the World Health Organization include systemic mastocytosis, chron-

    ic eosinophilic leukemia, chronic myelomonocytic leukemia, and chronic neutro-philic leukemia.2

    The cardinal features of the three main myeloproliferative disorders are an in-

    creased red-cell mass in polycythemia vera, a high platelet count in essential throm-bocythemia, and bone marrow f ibrosis in idiopathic myelofibrosis (Fig. 1). These

    three disorders share many characteristics, including marrow hypercellularity, apropensity to thrombosis and hemorrhage, and a risk of leukemic transformation

    in the long term. The annual incidences of both polycythemia vera and essentialthrombocythemia are 1 to 3 cases per 100,000 population; myelofibrosis is less

    common.3

    Pathogenetic Features

    Clues to Molecular Mechanisms

    Polycythemia vera, a condition of “persistent and excessive hypercellularity accom-panied by cyanosis,” was recognized by Vaquez in 1892,4 and idiopathic myelofibro-sis was described at about the same time (Table 1).23 Essential thrombocythemia

     was recognized in the 1930s.24 Dameshek, in 1951, was the first to appreciate theconsiderable overlap in the clinical and laboratory features of these conditions and

    proposed that they, together with chronic myeloid leukemia and other rarer disor-ders, constitute a spectrum of related diseases. He coined the term “myeloprolif-

    erative disorders” to embrace these related conditions.5 In 1974, a critical experi-ment showed that erythroid progenitors from the bone marrow of patients withpolycythemia vera were capable of growing in vitro in the absence of erythropoie-

    tin.10 At about the same time, studies based on X-chromosome inactivation wereperformed in women with polycythemia vera or essential thrombocythemia who

    carried a polymorphic variant of the X-linked G6PD gene. The results suggested thateach of these diseases originated from a clone of hematopoietic stem cells.11,25

    The New England Journal of Medicine

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    Mechanisms of Disease

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    Other clues to the molecular mechanisms re-

    sponsible for the myeloproliferative disorders havebeen accumulating. These include the association

    of several chronic myeloid cancers with activatedtyrosine kinases (Table 2)13-18,37 and the recog-

    nition of increased signaling through Janus ki-nases and signal transducers and activators oftranscription (JAK–STAT) and phosphatidylino-

    sitol 3-kinase (PI3K) pathways in erythroid and

    myeloid cells.21,22,54 An additional hint came with

    the discovery of recurrent mitotic recombinationevents affecting chromosome 9p, resulting in the

    loss of heterozygosity but a normal DNA copynumber.20

    The  JAK2 V617F Mutation

    In 2005, several groups reported a single, acquired

    point mutation in the Janus kinase 2 ( JAK2) gene

    PolycythemiaVera

    Peripheral BloodBone Marrow

    (hematoxylin and eosin)Bone Marrow

    (reticulin stain)

    EssentialThrombocythemia

    IdiopathicMyelofibrosis

    Figure 1. Laboratory Features of Polycythemia Vera, Essential Thrombocythemia, and Idiopathic Myelofibrosis.

    Polycythemia vera is characterized by an increased hematocrit in the peripheral blood (test tube on left); a hypercel-

    lular marrow with increased numbers of erythroid, megakaryocytic, and granulocytic precursor cells; and a variableincrease in the number of reticulin fibers. Essential thrombocythemia is characterized by an increase in the number

    of platelets in the peripheral blood and an increased number of megakaryocytes in the marrow, which tend to clus-

    ter together and have hyperlobated nuclei. Idiopathic myelofibrosis is characterized by the presence of immature redand white cells (a so-called leukoerythroblastic blood film) and “teardrop” red cells, disordered cellular architecture,

    dysplastic megakaryocytes, new bone formation in the marrow, and the formation of collagen fibers.

    The New England Journal of Medicine

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    in the majority of patients with Ph-negative myelo-proliferative disorders.6-9,19 JAK2, a cytoplasmic

    tyrosine kinase, is critical for instigating intracel-lular signaling by the receptors for erythropoi-etin, thrombopoietin, interleukin-3, granulocyte

    colony-stimulating factor (G-CSF), and granulo-cyte–macrophage colony-stimulating factor (GM-

    CSF).55,56 Mice that are deficient in  Jak2 die atembryonic day 12.5, with a complete absence of

    definitive ery thropoiesis,57,58 a finding that un-derscores the vital role of JAK2 as a transducer ofsignals evoked by the binding of erythropoietin

    to its receptor. JAK2 binds to the erythropoietinreceptor in the endoplasmic reticulum and is

    required for its cell-surface expression.59 Whenerythropoietin binds to its receptor, it provokes

    a conformational change in the receptor60-62 withconsequent phosphorylation and activation of

     JAK2.63 The activated JAK2 then phosphorylatesthe receptor’s cytoplasmic domain, thereby pro-moting the docking of downstream effector pro-

    teins and the initiation of intracellular signalingcascades55,56 (Fig. 2A).

    The  JAK2 mutation in the myeloproliferativedisorders is not in the germ line but, rather, is

    acquired.6-9,19 Sensitive methods demonstrate themutation in more than 95% of patients with poly-cythemia vera6,26 and in 50 to 60% of patients

     with essential thrombocythemia6,26-28,31,64 or id-

    iopathic myelofibrosis.6,26,29-31 A substantial pro-portion of patients with polycythemia vera or

    idiopathic myelofibrosis are homozygous for the JAK2 mutation as a result of mitotic recombina-tion affecting chromosome 9p,6-9 but this phe-

    nomenon is rarely detected in essential throm-bocythemia.65 The mutation is also found in a

    small minority of patients with the hypereosino-philic syndrome, chronic myelomonocytic leuke-

    mia, chronic neutrophilic leukemia, myelodyspla-sia, or acute myeloid leukemia,31-34,66-68 but notin patients with lymphoid or other cancers or in

    those without hematologic disorders.6-9,33,34,67,69 The presence of a mutant  JAK2 in some patients

     with acute myeloid leukemia,33 especially olderpatients, raises the possibility that they may have

    had a preceding, undiagnosed myeloproliferativedisorder. The JAK2 mutation is also found in more

    than 50% of patients with otherwise unexplainedBudd–Chiari syndrome,70 which also suggests thepresence of a masked myeloproliferative disorder

    in such cases.The mutation in  JAK2 substitutes a bulky phe-

    nylalanine for a conserved valine at position 617of the JAK2 protein (V617F). This residue is lo-

    cated in the JH2, or pseudokinase, domain, whichnegatively regulates the kinase domain.71 Bio-chemical studies have shown that the  JAK2 V617F

    mutation causes cytokine-independent activa-

    Table 1. Milestones in the History of Philadelphia-Negative Myeloproliferative Disorders and Their Relationshipwith the V617F Mutation in  JAK2.*

    Year Historical MilestoneRelationship Later Established with V617F

    Mutation in  JAK2

    1892 First description of polycythemia vera4

    1951 Polycythemia vera, essential thrombocythemia, and idio-pathic myelofibrosis linked as related conditions5

    Mutation found in all three disorders6-9

    1974 Identification of erythropoietin-independent erythroidcolonies10

    Mutation associated with cytokine independenceof primary erythroid progenitors and cell lines6-9

    1976 Stem-cell origin of polycythemia vera11 Mutation found in multipotent progenitors andhematopoietic stem cells6,12

    1983–2003 Dysregulated tyrosine kinases found in chronic myeloidleukemia,13,14 mastocytosis,15 chronic myelomonocy-tic leukemia,16,17 and chronic eosinophilic leukemia18

    Tyrosine kinase function of JAK2 constitutivelyactivated by mutation7-9,19

    2002 Description of mitotic recombination involving chro-mosome 9p as the most common cytogeneticlesion in polycythemia vera20

    Homozygosity of the mutation caused by mitoticrecombination of chromosome 9p6-9

    2001–2004 Erythropoietin-independent growth in polycythemiavera dependent on JAK–STAT signaling21,22

    STAT proteins constitutively activated by muta-tion7-9,19

    2005 Description of the JAK2 V617F mutation6-9,19

    * STAT denotes signal transducers and activators of transcription.

    The New England Journal of Medicine

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    tion of JAK–STAT, PI3K, and AKT (also known

    as protein kinase B) pathways, and mitogen-acti- vated protein kinase (MAPK) and extracellular

    signal-regulated kinase (ERK),7-9,19 all of which areimplicated in erythropoietin-receptor signal-

    ing.22,63,72,73

    The  JAK2 mutation provides a unifying expla-nation for many features of the myeloprolifera-

    tive disorders (Table 1), but other mutations areprobably associated with  JAK2  V617F-negative

    myeloproliferative disorders. One example is thepresence of an activating mutation in the throm-

    bopoietin receptor (MPL) gene in approximately10% of patients with V617F-negative idiopathicmyelofibrosis.35,36 This mutation is located in a

    motif that is important for keeping the receptor

    inactive.74

    Pathophysiological Features

    Genetic Marker

    The insights revealed by the foregoing molecularinvestigations are reshaping our understanding

    of the pathophysiology, classification, diagnosis,and treatment of these conditions. The JAK2 mu-

    tation is the first genetic marker that is directlyassociated with the pathogenesis of the myelopro-

    liferative disorders, and for this reason it is a pow-erful tool for analysis of the molecular and cel-lular basis of these disorders.

    Table 2. Molecular Lesions Associated with the Myeloproliferative Disorders.*

    Abnormality Association

    Recurrent genetic lesions

    BCR-ABL Chronic myeloid leukemia (100%)1

     JAK2 V617F Polycythemia vera (95%),6,26 essential thrombocythemia (50–60%),27,28 idiopathic myelofibrosis

    (50–60%),29,30

     and other myeloid disorders (1–5%)31-34

    MPL W515K/L Idiopathic myelofibrosis (5%) and essential thrombocythemia (1%)35,36

    KIT  mutations Systemic mastocytosis15,37

    FIP1L1–PDGFRA Chronic eosinophilic leukemia18,38 

    PDGFRB fusion genes Chronic myelomonocytic leukemia (rare)16

    FGFR fusion genes Chronic myelomonocytic leukemia (rare)17

    Other cytogenetic lesions

    Trisomy 9 Amplifies JAK2 gene and associated with JAK2 V617F mutation39

    Trisomy 8 Found in myeloproliferative disorders, myelodysplasia, and acute myeloid leukemias; targetgenes not identified

    Trisomy 1q Caused by duplication, trisomy, or unbalanced translocations40 

    20q deletion Found in myeloproliferative disorders and myelodysplasia41; associated with JAK2 V617F muta-tion39 and precedes it in some cases42; target genes not identified41

    5q and 7q deletions Thought to reflect changes secondary to cytotoxic therapy40; target genes not identified

    13q deletion Associated with idiopathic myelofibrosis; overlap of commonly deleted region and the regionfor chronic lymphocytic leukemia40

    Dysregulated genes and proteins

    BCL-XL Overexpressed in polycythemia vera43 as a result of constitutive JAK–STAT signaling; antiapop-totic effects in erythroid cells44,45

    NFE2 Up-regulated in JAK2-positive myeloproliferative diseases46,47; may affect erythroid differentiation48,49

    PRV1 RNA levels increased in polycythemia vera50,51 but unlikely to play a direct role in disease patho-genesis since protein levels are not increased51

    MPL Surface levels of protein decreased and aberrantly glycosylated in myeloproliferative disorders52,53;role in disease pathogenesis unclear

    * FIP1L1 denotes FH interacting protein 1–like 1, PDGFRA platelet-derived growth-factor receptor alpha polypeptide,PDGFRB platelet-derived growth-factor receptor beta polypeptide, FGFR fibroblast growth-factor receptor, BCL-XL B-cellleukemia/lymphoma 2–like protein X long-transcript variant, NFE2 nuclear factor erythroid–derived 2, PRV1 polycythemiarubra vera 1, and MPL thrombopoietin receptor.

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    Mouse Models

    Expression of the JAK2 V617F mutation in murinehematopoietic cells by means of a retroviral vec-

    tor recapitulates the features of polycythemia vera.7,75-78 The animals have erythrocytosis andleukocytosis, and there is evolution to postpoly-

    cythemic myelofibrosis.75-78

      Thrombocytosis isnot a reproducible feature in these mice, perhaps

    because high levels of mutant  JAK2 generated bythe retroviral vector inhibit the differentiation

    of megakaryocytes.76 Constitutive activation ofsignal transducers and activators of transcrip-tion 5 (STAT5), erythropoietin hypersensitivity, and

    cytokine independence are al l present, as in thehuman disease. These results provide direct evi-

    dence of a causal link between the mutation andthe disease.

    Stem-Cell Biology

    The myeloproliferative disorders arise from amutant multipotent stem cell. Analyses of pat-terns of X-chromosome inactivation in female

    patients11,25,79 show a skewed pattern in myeloidcells but a balanced pattern in T cells and other

    cell types,79 suggesting that some myeloid cellsin these women are clonally derived. However,

    skewed patterns of X-chromosome inactivationin granulocytes have been found in older women without a myeloproliferative disorder79  and are

    thought to ref lect polymorphic X-linked genes thatinfluence hematopoietic stem-cell behavior.80 Age-

    related skewing limits the use of the analysis of

    X-chromosome inactivation for diagnostic pur-poses, but such studies remain useful as researchtools. For example, studies of X-chromosome inac-tivation indicate that in most patients with V617F-

    negative essential thrombocythemia or idiopathicmyelofibrosis, there is a dominant clone of blood

    cells,26,28,81 implying that these disorders are clon-al hematologic diseases.

    The presence of the  JAK2 mutation in colo-nies of hematopoietic progenitor cells (grown in vitro)6,65 and in hematopoietic stem cells isolat-

    ed by fluorescence-activated cell sorting12,82 pro- vides direct evidence that polycythemia vera and

    related myeloproliferative disorders arise in a mul-tipotent progenitor or stem cell. In contrast to the

    normal-size myeloid stem-cell compartment inchronic myeloid leukemia,83 the stem-cell com-

    partment in polycythemia vera is both expandedand characterized by preferential erythroid dif-

    ferentiation.12 Taken together, the data suggestthat the  JAK2 mutation affects the behavior of

    hematopoietic stem cells but probably also acts

    at later stages of differentiation, particularly inthe erythroid, granulocytic, and megakaryocyticlineages (Fig. 2B).

    Cooperating Mutations

    The JAK2 mutation explains many of the cardinal

    features of the myeloproliferative disorders, asdoes the BCR-ABL fusion gene in chronic myeloid

    leukemia. It seems likely that, as in chronic myeloidleukemia, leukemic transformation of the myelo-proliferative disorders reflects the acquisition of

    additional mutations.84,85

    Four lines of evidence suggest that cooperat-

    ing mutations occur at an early stage in V617F-positive myeloproliferative disorders and can even

    predate the  JAK2 mutation. First, deletions of 20qand other cytogenetic abnormalities occur in 5 to

    Figure 2 (facing page). Role of JAK2 in Pathway Signal-ing and Erythropoietin Binding, Stem-Cell Differentia-

    tion, and Development of Homozygosity for the V617F

    Mutation.

    In Panel A, in the absence of ligand, the erythropoietin

    receptor (EPOR) binds JAK2 as an inactive dimer. In cells

    with wild-type JAK2 protein, the binding of erythropoi-

    etin (Epo) to its receptor induces conformational chang-es in the receptor, resulting in phosphorylation (P) of

     JAK2 and the cytoplasmic tail of the receptor. This leadsto signaling through pathways made up of Janus kinas-

    es and signal transducers and activators of transcrip-

    tion (JAK–STAT), phosphatidylinositol 3 kinase (PI3K),and RAS and mitogen-activated protein kinase (RAS–

    MAPK). In cells with the V617F mutation, the signaling

    is constitutively increased, even in the absence of

    erythropoietin. In Panel B, the JAK2 protein binds tomultiple cytokine receptors — EPOR, thrombopoietin

    receptor (MPL), granulocyte colony-stimulating factor

    receptor (G-CSFR), and probably others — that are im-portant for hematopoietic stem-cell biology and differ-

    entiation. Therefore, the JAK2 protein with the V617F

    mutation exerts its effects at various stages of differ-entiation and in various lineages. In Panel C, the devel-

    opment of homozygosity for the V617F mutation is a

    two-step process, with the initial point mutation fol-lowed by mitotic recombination of chromosome 9p be-

    tween the JAK2 locus and the centromere. This results

    in the loss of heterozygosity but a diploid DNA copy

    number.

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    A

    B

    C

    Wild-type JAK2without erythropoietin

    Wild-type JAK2with erythropoietin

     JAK2 with V617F mutationwithout erythropoietin

    Stem cell

    Progenitor cells Terminally differentiated cells

    Wild-type  JAK2

    Red cells

    Megakaryocytes

    Granulocytes

    EPOR

    MPL

    G-CSFR

    Heterozygous V167F

    V617F

    Homozygous V167F

    Point mutation Mitotic recombination

    No signal

     JAK2

    EPOR   Epo

    P

    PI3KRAS–MAPKSTAT

     JAK2V617F

    P

    PPP

    P

    P

    P

    Unknownreceptor

    Chromosome 9

    V617F

    PI3KRAS–MAPKSTAT

    V617F

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    10% of patients with a myeloproliferative disor-

    der.40 In one patient with polycythemia vera andin one with essential thrombocythemia, granulo-

    cytes with the 20q deletion outnumbered V617F-positive granulocytes,42 suggesting that the 20q

    deletion occurred before the  JAK2 mutation. Pa-

    tients with molecularly defined 20q deletions arealmost exclusively V617F-positive,39 which is con-

    sistent with the presence of a cooperating geneon 20q. Second, some women with polycythemia

     vera or essential thrombocythemia have moreclonally derived granulocytes (estimated by pat-

    terns of X-chromosome inactivation) than  JAK2-positive granulocytes.26,39,42 Although this find-ing has been interpreted as evidence of a clonal

    proliferation that preceded the  JAK2 mutation,such a conclusion remains controversial.39 Third,

    in some patients with V617F-positive polycythe-mia vera or essential thrombocythemia that un-

    dergoes leukemic transformation, the leukemiccells lack the  JAK2 mutation.39  This finding isconsistent with the origin of the leukemia in a

    mutant clone that preceded the  JAK2 mutation,although other interpretations are possible.39 

    Fourth, in familial clusters of the myeloprolifera-tive disorders, the  JAK2 mutation is acquired,86 

     which suggests that the inherited predispositionis unrelated to the  JAK2 mutation.

    Homozygosity for V617F

    Homozygosity for the V617F mutation plays a key

    role in the myeloproliferative disorders. Homozy-

    gosity results from mitotic recombination (Fig.2C), with the breakpoints spread along chromo-some 9p between the  JAK2 locus and the centro-mere,9 implying that there is no single fragile site

    that is prone to recombination. In polycythemia vera, the prevalence of blood cells that are homo-

    zygous for the JAK2 mutation increases with time,65 presumably owing to a proliferative or survival ad-

     vantage of mutant progenitor cells. Homozygos-ity for V617F is associated with more marked

    changes in the expression of downstream targetgenes than is heterozygosity for V617F.46 This re-flects increased signaling mediated by a double

    dose of V617F, possibly combined with a loss ofinhibition by the wild-type allele.7

    Homozygosity in granulocytes can be detect-ed in about 30% of patients with polycythemia

     vera.6-9 However, when colonies of hematopoi-etic progenitor cells derived from such patients

     were studied, approximately 90% of them were

    homozygous for the V617F mutation. By contrast,homozygous progenitor colonies were not found

    in essential thrombocythemia.65 This differencesuggests that V617F homozygosity promotes the

    development of polycythemia vera. Since there is

    substantial variation in the rate of mitotic recom-bination among persons without a myeloprolifera-

    tive disorder,87 genetic and environmental factorsthat determine susceptibility to mitotic recombi-

    nation may influence whether essential thrombo-cythemia or polycythemia vera develops.

    Signaling Pathways

    The mutant JAK2 protein activates multiple down-

    stream signaling pathways with effects on genetranscription,46 apoptosis, the cell cycle, and dif-

    ferentiation55,56 (Table 2). Effects on apoptosisinclude overexpression of the cell-survival protein

    BCL-X in erythroid precursor cells in polycythe-mia vera,43 probably as a result of enhanced JAK–STAT signaling.44,45,72 There is also a reduction

    in apoptosis induced by death receptors in  JAK2 V617F-positive erythroid progenitors, an effect me-

    diated through PI3K–AKT and MAPK–ERK path- ways.88 With respect to the cell cycle, mutant JAK2

    promotes G1/S phase transition in hematopoieticcell lines, accompanied by up-regulation of cyclinD2 and down-regulation of the inhibitor p27kip.89 

    Effects on erythroid differentiation may be medi-ated by nuclear factor erythroid-derived 2 (NF-E2),

     which is up-regulated in polycythemia vera46,47 and

    plays an important role in erythroid differentia-tion.48,49 Hematopoietic cells expressing JAK2V617F become hypersensitive to insulin-like growthfactor 1 (IGF-1), suggesting that IGF-1-receptor

    signaling inf luences cellular proliferation and dif-ferentiation in these diseases.90

    Wild-type JAK2 is required for intracellularprocessing and cell-surface display of the eryth-

    ropoietin receptor59 and the thrombopoietin re-ceptor.91 Mutant JAK2 inf luences the display and

    stability of the erythropoietin receptor on the cellsurface92 but reduces levels of cell-surface throm-bopoietin receptor (MPL) in cultured cells (Con-

    stantinescu S, Vainchenker W: personal communi-cation). The latter may explain the decreased

    levels and altered glycosylation of MPL in the my-eloproliferative disorders.50,52,53  It has been sug-

    gested that, unlike other kinases associated withhematologic cancers, the V617F protein requires

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    a type-1 cytokine receptor — such as the eryth-

    ropoietin receptor (EPOR), MPL, or G-CSF recep-tor — to act as a scaffold and docking site for

    downstream effector proteins. Such a mechanismmay explain the involvement of the erythroid,

    megakaryocyte, and granulocyte lineages in the

    myeloproliferative disorders (Fig. 2B),93

     but de-tailed structural and biochemical analyses are

    needed to explain why residue 617 is so critical for JAK2 activation.

    Disease Evolution

    The evolution of the myeloproliferative disor-ders into other forms is poorly understood. Anincrease in reticulin fibrosis may occur with time

    in patients with polycythemia vera94 or essentialthrombocythemia,95,96  and in some of them a

    syndrome indistinguishable from idiopathic my-elofibrosis develops.97 The stromal cells and fi-

    broblasts responsible for the increased fibro-sis, angiogenesis, and formation of new bone donot derive from the myeloproliferative clone. They

    therefore represent a polyclonal reaction to cyto-kines — including transforming growth factor β

    (TGF-β), basic fibroblast growth factor (bFGF),and vascular endothelial growth factor (VEGF)

    — produced by megakaryocytes, monocytes, orboth from the myeloproliferative clone.98 Mousemodels of myelofibrosis suggest that excessive

    MPL signaling,99 activation of nuclear factor κB(NF-κB),100 and low levels of the globin transcrip-

    tion factor 1 (GATA-1)101 also contribute to cyto-

    kine secretion and the development of reticulinfibrosis. In V617F-positive human disease, exces-sive MPL signaling may be particularly relevant,since the JAK2 protein is a key component of sig-

    nal transduction from the MPL receptor.102

    Acute myeloid leukemia develops in a small

    minority of patients with a myeloproliferative dis-order, but transformation to acute lymphoblas-

    tic leukemia is extremely rare.94,103  Leukemictransformation can occur without exposure to

    cytoreductive therapy, but the incidence of thistransformation increases after exposure to somecytoreductive agents103 and probably reflects ac-

    quisition of additional genetic lesions. The devel-opment of acute myeloid leukemia in the absence

    of the  JAK2 mutation in patients with a V617F-positive myeloproliferative disorder demonstrates

    that mutant  JAK2 is not necessarily involved inleukemic transformation.39

    Molecular Classification

    Prospective27,104 and retrospective28,64,105 studiesof essential thrombocythemia have shown that the

    V617F mutation divides the disease into biologi-cally distinct subtypes. V617F-positive thrombo-

    cythemia resembles polycythemia vera. In contrastto V617F-negative essential thrombocythemia,V617F-positive thrombocythemia typically shows

    higher levels of hemoglobin and white cells, amore cellular bone marrow, an increased risk of

     venous thrombosis and transformation to poly-cythemia vera, and greater sensitivity to hy-

    droxyurea.27 These features suggest that V617F-positive thrombocythemia is a forme fruste of

    polycythemia vera, with the degree of erythro-cytosis influenced by factors such as low ironstores, low erythropoietin levels, sex, and homo-

    zygosity for V617F.27 V617F-negative patients, who

    have a more isolated thrombocytosis, can pres-ent with features of a bona fide myeloprolifera-tive disorder, such as splenomegaly, cytogenetic

    abnormalities, megakaryocyte dysplasia, a sus-ceptibility to leukemia or myelofibrosis,27  andclonal hematopoiesis.26,28,81  Fifty patients with

    V617F-negative essential thrombocythemia re-mained V617F-negative for more than 6 years,

    indicating that this disorder is distinct from, andnot an early “pre- JAK2” phase of, V617F-positive

    thrombocythemia.39

    V617F-positive patients with idiopathic myelo-fibrosis had a reduced transfusion requirement

    and greater white-cell counts than did patients without the mutation,29 analogous to the higher

    hemoglobin levels and white-cell counts in pa-tients with V617F-positive essential thrombo-

    cythemia. In this study, but not in a second,30 theV617F mutation was independently associated with poor survival.29

    These results lay the foundation for a molecu-lar classification of the myeloproliferative disor-

    ders (Fig. 3). This classification is likely to evolveas additional genetic lesions are identif ied with-

    in the  JAK2 V617F-negative category. The similari-ties between V617F-positive essential thrombo-cythemia and polycythemia suggest considerable

    overlap between these conditions. They may forma phenotypic continuum in which the degree of

    initial erythrocytosis or thrombocytosis dependson physiological or genetic modif iers.27

    The accelerated phase of a myeloproliferative

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    disorder is analogous to the accelerated phase of

    chronic myeloid leukemia and is probably spurredby the acquisition of additional genetic changes.

    In the myeloproliferative disorders, the acceler-ated phase would encompass not only the trans-formation of polycythemia vera or essential throm-

    bocythemia into myelofibrosis, but also a rising white-cell count, increased blasts in the blood,

    and neutropenia or thrombocytopenia.94 It is im-portant to distinguish transformation to myelo-

    fibrosis from histologic detection of increasedlevels of reticulin. The former is a clinical syn-drome indicating a biologic change within the

    myeloproliferative clone, whereas the latter may

    accompany chronic-phase polycythemia vera oressential thrombocythemia, with the degree of

    fibrosis reflecting an interplay between the dura-tion of the disease and physiological or geneticmodifiers.

    The disorder that is currently termed idiopathicmyelofibrosis is clinically indistinguishable from

    the transformation of polycythemia vera or es-sential thrombocythemia to myelofibrosis,30,95 

    and the diagnostic criteria for the two conditionsare similar.95,104,106 At least some patients whoreceive the diagnosis of idiopathic myelofibrosis

    Myeloproliferative disorders

    Chronic myeloidleukemia

    BCR-ABL JAK2 V617F Unknown mutation

      JAK2-positivethrombocythemia

      JAK2-positivepolycythemia

      JAK2-negativemyeloproliferative disorder 

    Accelerated phase

    Blast crisis   Leukemictransformation

    myelofibrosis

    cytopenias

    increasing blasts

    increasing white cells

    Chronic phase Chronic phase Chronic phase

    Accelerated phase Accelerated phase

    Leukemictransformation

    Figure 3. Classification of the Myeloproliferative Disorders on the Basis of Molecular Pathogenetic Characteristics.

    Chronic myeloid leukemia is defined by the BCR-ABL fusion gene and characterized by three stages of disease pro-

    gression, from the chronic phase through the accelerated phase to blast crisis. Analogously,  JAK2-positive thrombo-

    cythemia and polycythemia have overlapping phenotypes in the chronic phase and can progress to an accelerated

    phase, which is manifested as myelofibrosis or other complications. Leukemic transformation can also occur.  JAK2-negative disease follows similar patterns of progression. The disorder that is currently called idiopathic myelofibro-

    sis or agnogenic myeloid metaplasia is clinically indistinguishable from the myelofibrotic transformation of polycy-themia vera or essential thrombocythemia. Therefore, this disorder may be an accelerated phase of polycythemia

    vera or thrombocythemia. Many patients with polycythemia vera who do not have the V617F mutation have other

     JAK2 mutations, and therefore truly  JAK2-negative polycythemia vera is probably extremely rare.

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    probably are in the accelerated phase of previ-

    ously unrecognized polycythemia vera or essen-tial thrombocythemia.

    Diagnosis

    Until recently, robust tools for the diagnosis ofthe myeloproliferative disorders have been lack-

    ing. Criteria for the diagnosis of polycythemia vera are mostly modifications of 20-year-old stan-

    dards from the Polycythemia Vera Study Group.107 The available tests are expensive, not universally

    available, and lacking in sensitivity and specific-ity. They include a determination of red-cell massto distinguish true erythrocytosis from relative

    polycythemia, identification of erythropoietin-independent erythroid colonies in vitro, cytoge-

    netic analysis of bone marrow cells, testing oferythropoietin levels, ultrasonography of the

    spleen, and testing for the overexpression of poly-cythemia rubra vera 1 (PRV1). There are no uni- versally accepted diagnostic tests for essential

    thrombocythemia.108,109

    Testing for the  JAK2 V617F mutation is now

     widely available and promises to simplify thediagnostic workup. Allele-specific polymerase-

    chain-reaction (PCR) assay,6,27,110 pyrosequenc-ing,31,66  restriction-enzyme digestion,6,110  andreal-time PCR 26 are all sufficiently sensitive to

    detect the presence of a heterozygous mutationin as few as 5 to 10% of cells. These assays have

    low rates of false positive results, making them

    useful diagnostic tools.Proposed diagnostic criteria for V617F-posi-

    tive and V617-negative myeloproliferative disor-ders are outlined in Tables 3 and 4, respectively.

    The  JAK2 mutation is not associated with causesof an absolute erythrocytosis other than polycy-

    themia vera.7,9,31,111,112 Therefore, in the absenceof a coexisting secondary erythrocytosis, the pres-

    ence of the  JAK2 mutation in a patient with anincreased red-cell mass is sufficient for the di-

    agnosis of polycythemia vera. In this situation,the role of analysis of the red-cell mass is mainlyto distinguish polycythemia vera from essential

    thrombocythemia. However, this distinction isbecoming arbitrary, given the clinical and biologic

    similarities between the two conditions.27,28,64,105 Therefore, in patients with the  JAK2 mutation,

    analysis of the red-cell mass is likely to becomeobsolete. Erythropoietin levels do not distinguishbetween polycythemia vera and V617F-positive

    essential thrombocythemia27 and therefore haveminimal use in patients with the  JAK2 mutation.Cytogenetic studies in patients with the  JAK2 mu-tation generally do not add useful diagnostic or

    prognostic information.V617F-negative polycythemia vera represents

    less than 5% of all cases of polycythemia vera.6,26 In these rare cases, apparent erythrocytosis should

    be excluded by analysis of the red-cell mass andsecondary erythrocytosis by measurement of eryth-ropoietin levels and oxygen saturation. Abnormal

    results on cytogenetic analysis or radiologic evi-dence of splenomegaly would support the diag-

    nosis of a myeloproliferative disorder.The presence of a  JAK2 mutation in a patient

     with thrombocytosis has a high positive predic-tive value for a myeloproliferative disorder; pa-tients with reactive or secondary thrombocytosis

    and persons without a hematologic disorder areV617F-negative6-9 (Table 3). Other causes of throm-

    Table 3. Proposed Diagnostic Criteria for Myeloproliferative Diseaseswith  JAK2 Mutation.

      JAK2-positive polycythemia (diagnosis requires the presence of both cri-teria)*

    A1. High hematocrit (>52% in men or >48% in women) or an increased red-cell mass (>25% above predicted value)

    A2. Mutation in JAK2

      JAK2-positive thrombocythemia (diagnosis requires the presence of all threecriteria)

    A1. Platelet count >450×109/liter

    A2. Mutation in JAK2

    A3. No other myeloid cancer, especially JAK2-positive polycythemia, myelo-fibrosis, or myelodysplasia

      JAK2-positive myelofibrosis (diagnosis requires the presence of A1 and A2and any two B criteria)

    A1. Reticulin grade 3 or higher (on a 0–4 scale)

    A2. Mutation in JAK2

    B1. Palpable splenomegaly

    B2. Otherwise unexplained anemia (hemoglobin

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    bocytosis must be excluded in patients without

    the mutation (Table 4). Cytogenetic analysis ofbone marrow is sometimes helpful in  JAK2-nega-

    tive thrombocythemia if it shows a clonal abnor-mality. Essential thrombocythemia has been divid-

    ed into histologically distinct subgroups (labeled

    “true” essential thrombocythemia, prefibrotic my-

    elofibrosis, and early overt myelofibrosis) that are

    thought to have differing prognoses,2,96 but it isunclear whether this histologic classification is

    robust enough to be applied outside specializedcenters.

    Diagnostic criteria for idiopathic myelofibro-

    sis are presented inTables 3 and 4

    , modified fromthe Italian Consensus Conference.113 The criteria

    proposed here define a clinical syndrome in whichreticulin fibrosis of the marrow is accompanied

    by specific clinical or laboratory features and canbe used for both idiopathic myelofibrosis and

    transformation from preceding essential throm-bocythemia or polycythemia vera.

    T reat m en t

    The JAK2 mutation is reshaping how we treat themyeloproliferative disorders. Moving to a new clas-

    sification could simplify therapy. In polycythe-mia vera, the hematocrit is the primary target oftherapy, but the treatment of patients with throm-

    bocytosis is controversial.94,114 By contrast, in es-sential thrombocythemia, cytoreduction to nor-

    malize the platelet count reduces thrombosis inhigh-risk patients,115 but the hematocrit is not a

    therapeutic target. Given the many similarities be-tween  JAK2-positive polycythemia and thrombo-cythemia, it seems logical to develop target levels

    for both the platelet count and the hematocrit inboth conditions. The development of a unified

    treatment strategy is consistent with growing evi-

    dence that the increased risk of thrombosis is notexclusively caused by erythrocytosis or thrombo-cytosis but by interactions among white cells, redcells, platelets, and the endothelium. Abnormali-

    ties in the activation of leukocytes and plateletsoccur in both diseases.116,117

    The  JAK2 mutation also affects response totreatment. Among patients with essential throm-

    bocythemia, those with the V617F mutation aremore sensitive to hydroxyurea (but not to ana-

    grelide) than are patients without the mutation.27 The response to therapy can now be directly moni-tored through quantification of  JAK2-positive cells

    in peripheral blood.118,119

    An understanding of the molecular pathogen-

    esis of the myeloproliferative disorders lays thefoundation for the development of novel targeted

    therapies. Since JAK2 inhibitors reduce the growthof JAK2 V617F-positive cell lines and primary cellsin vitro,8,12 there is considerable interest in de-

    Table 4. Proposed Diagnostic Criteria for Myeloproliferative Diseases without

      JAK2 Mutation.

      JAK2-negative polycythemia vera (diagnosis requires the presence of A1, A2,and A3, plus either another A criterion or two B criteria)

    A1. Increased red-cell mass (>25% above predicted value) or a hematocrit≥60% in men or >56% in women

    A2. Absence of mutation in JAK2

    A3. No causes of secondary erythrocytosis (normal arterial oxygen saturationand no elevation of serum erythropoietin)

    A4. Palpable splenomegaly

    A5. Presence of acquired genetic abnormality (excluding BCR-ABL) in hema-

    topoietic cells

    B1. Thrombocytosis (platelets >450×109/liter)

    B2. Neutrophilia (neutrophils >10×109/liter; >12.5×109/liter in smokers)

    B3. Splenomegaly on radiography

    B4. Endogenous erythroid colonies or low serum erythropoietin

      JAK2-negative essential thrombocythemia (diagnosis requires the presenceof all five criteria)*

    A1. Platelet count >600×109/liter on two occasions at least 1 mo apart

    A2. Absence of mutation in JAK2

    A3. No reactive cause for thrombocytosis

    A4. Normal ferritin (>20 µg/liter)

    A5. No other myeloid disorder, especially chronic myeloid leukemia, myelofi-brosis, polycythemia vera, or myelodysplasia

      JAK2-negative idiopathic myelofibrosis (diagnosis requires the presence ofA1, A2, A3, and any two B criteria)

    A1. Reticulin grade 3 or higher (on a 0–4 scale)

    A2. Absence of mutation in JAK2

    A3. Absence of BCR-ABL fusion gene

    B1. Palpable splenomegaly

    B2. Otherwise unexplained anemia (hemoglobin

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     veloping compounds for clinical use. Such agents

    hold particular promise for the treatment of pa-tients whose disease is in the accelerated phase,

    including myelofibrosis, given the lack of satisfac-tory treatments currently available. These agents

    may also prove to be useful for reducing the risk

    of vascular events or long-term disease evolutionin chronic-phase disease. With an eye to the suc-

    cess of imatinib in the treatment of chronic my-

    eloid leukemia, we hope the next decade will see

    the development of well-tolerated, therapeutic JAK2 inhibitors.

    No potential conflict of interest relevant to this article wasreported.

    We thank Gary Gilliland, William Vainchenker, Radek Skoda,Ruben Mesa, Tiziano Barbui, Wendy Erber, Claire Harr ison, and

    Mary Frances McMullin for their construct ive comments on themanuscript, and Wendy Erber for providing some of the lightmicrographs in Figure 1.

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