USMLE STEP 2 • HEMATOLOGY-AND-ONCOLOGY

Hematologic Malignancies — Leukemia, Lymphoma, Myeloma, and Related Complications

A clinical approach to the diagnosis, classification, and management of cancers arising from blood and lymphoid tissues.

Historical Context & Motivation

The recognition of hematologic malignancies as distinct disease entities evolved alongside advances in microscopy, immunology, and molecular biology. Before the mid-nineteenth century, patients who presented with massive splenomegaly, diffuse lymphadenopathy, or unexplained bone pain were described in vague clinical terms without a unifying pathologic framework. The transformation of hematology from descriptive morphology to precision medicine represents one of the most dramatic arcs in the history of oncology, and understanding this trajectory provides essential context for the classification systems tested on USMLE Step 2.

1845
First Description of Leukemia
Rudolf Virchow coined the term Leukämie ("white blood") after observing an abnormal excess of white cells in a patient's blood. Around the same time, John Hughes Bennett independently described a similar condition in Edinburgh.
1832–1865
Recognition of Lymphoma
Thomas Hodgkin described a series of patients with progressive lymph node enlargement in 1832. Samuel Wilks later coined the eponym "Hodgkin's disease" in 1865, distinguishing it from other causes of lymphadenopathy.
1889
Discovery of Multiple Myeloma
Otto Kahler published a comprehensive clinical description of a patient with bone pain, proteinuria, and lytic lesions. Henry Bence Jones had earlier identified the characteristic urinary protein in 1847, which now bears his name.
1976–2001
FAB and WHO Classification Systems
The French-American-British (FAB) classification introduced morphology-based subtyping of leukemias. The WHO classification, first published in 2001 and revised subsequently, integrated cytogenetics, immunophenotyping, and molecular markers to create the modern framework.
2001–Present
Targeted Therapy Era
Imatinib's approval for CML in 2001 heralded the era of molecularly targeted therapy. Since then, CAR-T cell therapy, checkpoint inhibitors, and bispecific antibodies have dramatically changed outcomes in lymphoma, myeloma, and certain leukemias.

The central clinical question that unifies this topic is deceptively simple: a patient presents with cytopenias, lymphadenopathy, a monoclonal protein, or an incidental blast count on a CBC — how do you systematically classify the malignancy, anticipate its complications, and initiate appropriate management? Answering this question requires fluency in cell lineage, immunophenotyping, cytogenetics, and staging — all of which are high-yield for boards.

Core Principles & Definitions

Hematologic malignancies arise from the clonal proliferation of cells at various stages of hematopoietic differentiation. The clinical behavior of each neoplasm — whether it presents acutely with blast crisis or indolently with a monoclonal protein — is determined by the cell of origin, the degree of differentiation arrest, and the genetic mutations driving clonal expansion. These three variables form the conceptual scaffold for understanding every hematologic cancer.

1

Leukemia

Malignant proliferation of hematopoietic cells primarily involving the bone marrow and peripheral blood. Classified as acute (blasts ≥ 20%) or chronic based on differentiation stage. Subtypes include ALL, AML, CLL, and CML.
2

Lymphoma

Clonal expansion of lymphoid cells forming solid tumor masses predominantly in lymph nodes, spleen, or extranodal sites. Divided into Hodgkin lymphoma (HL) and non-Hodgkin lymphoma (NHL), with NHL further subclassified by cell lineage and aggressiveness.
3

Plasma Cell Neoplasms

Terminally differentiated B-cell malignancies producing a monoclonal immunoglobulin (M-protein). The spectrum ranges from MGUS through smoldering myeloma to symptomatic multiple myeloma with CRAB criteria.
4

Myeloproliferative Neoplasms (MPNs)

Clonal stem cell disorders with effective hematopoiesis leading to elevated blood counts — polycythemia vera (JAK2), essential thrombocythemia, primary myelofibrosis, and CML (BCR-ABL1). Distinguished from MDS by the presence of functional cells.
5

Myelodysplastic Syndromes (MDS)

Clonal stem cell disorders with ineffective hematopoiesis and dysplasia, producing peripheral cytopenias despite a hypercellular marrow. Risk of transformation to AML ranges from 10–40% depending on blast count and cytogenetics.
KEY TAKEAWAY
Think of hematopoiesis as an assembly line in a factory. Leukemia is a defect early on the line that floods the warehouse (blood) with incomplete products (blasts). Lymphoma is a group of finished products (lymphocytes) that refuse to leave the showroom (lymph nodes) and keep duplicating themselves into a mass. Myeloma is like the factory's quality-control team (plasma cells) going rogue — stamping out one useless product (M-protein) while the useful ones go unproduced. The location and maturation stage of the defective cell determine the diagnosis.

Hematopoietic Lineage & Malignancy Map

Understanding where each malignancy arises in the hematopoietic tree is fundamental to classification and clinically predictive of behavior. The following diagram traces normal hematopoiesis from the pluripotent stem cell through committed progenitors to mature effector cells, annotating where clonal arrest and expansion produce each category of hematologic cancer.

The hematopoietic stem cell (HSC) gives rise to myeloid and lymphoid progenitors. AML and ALL represent arrested differentiation at the blast stage. CML and CLL involve more differentiated cells that accumulate. Multiple myeloma arises from terminally differentiated plasma cells. MDS carries a significant risk of progression to AML.

Notice how the anatomic compartment of disease correlates with differentiation stage. Acute leukemias represent early arrest: the malignant clone never matures past the blast stage, leading to marrow failure and circulating blasts. Chronic leukemias involve more mature cells that retain some function but accumulate relentlessly. Lymphomas form tissue-based masses because the malignant lymphocytes home to and expand within nodal architecture. Myeloma's clinical manifestations — lytic bone lesions, renal failure, hypercalcemia — are direct consequences of the plasma cell's unique biology: it secretes vast quantities of immunoglobulin and resides in the bone marrow niche.

Pathophysiology & Key Genetic Drivers

Each hematologic malignancy is driven by specific genetic lesions that confer a proliferative advantage, block differentiation, or both. Understanding these drivers is clinically important because they serve as diagnostic markers, prognostic indicators, and therapeutic targets. The following section highlights the most board-relevant genetic associations across leukemias, lymphomas, and myeloma.

Acute Leukemias

In acute myeloid leukemia (AML), the WHO defines the blast threshold at ≥ 20% in bone marrow or peripheral blood, though certain recurrent genetic abnormalities (e.g., t(8;21), inv(16), t(15;17)) are diagnostic regardless of blast percentage. The two-hit model posits that AML requires both a Class I mutation (conferring proliferative advantage, e.g., FLT3-ITD, RAS) and a Class II mutation (blocking differentiation, e.g., PML-RARA, RUNX1-RUNX1T1). Acute promyelocytic leukemia (APL) with t(15;17) PML-RARA deserves special attention: it presents with DIC and is a medical emergency, but responds dramatically to all-trans retinoic acid (ATRA) plus arsenic trioxide, achieving cure rates exceeding 90%.

In acute lymphoblastic leukemia (ALL), the most common malignancy in children, the prognosis varies dramatically by cytogenetics. Hyperdiploidy (> 50 chromosomes) and t(12;21) ETV6-RUNX1 confer a favorable prognosis in children. Conversely, the Philadelphia chromosome t(9;22) BCR-ABL1 is associated with poor prognosis and requires addition of a tyrosine kinase inhibitor (TKI) to chemotherapy. Notably, Ph+ ALL increases in incidence with age and is present in approximately 25% of adult ALL cases.

Chronic Leukemias & MPNs

Chronic myeloid leukemia (CML) is the paradigmatic example of targeted therapy success. The BCR-ABL1 fusion oncoprotein resulting from t(9;22) constitutively activates tyrosine kinase signaling. Imatinib and subsequent-generation TKIs (dasatinib, nilotinib, ponatinib) achieve major molecular responses in >80% of patients in chronic phase. CML progresses through three phases — chronic, accelerated, and blast crisis — and transformation to blast crisis resembles acute leukemia (either myeloid or lymphoid) with a markedly worse prognosis.

Chronic lymphocytic leukemia (CLL) is the most common leukemia in adults in Western countries. The malignant clone consists of mature-appearing CD5+ B lymphocytes. Rai and Binet staging systems stratify by lymphadenopathy, organomegaly, and cytopenias. Key prognostic markers include del(17p)/TP53 mutation (poor prognosis) and del(13q) as sole abnormality (favorable). CLL may transform to diffuse large B-cell lymphoma (Richter transformation), a life-threatening complication.

Lymphomas

Hodgkin lymphoma is characterized by the Reed-Sternberg cell (CD15+, CD30+, usually CD45−), a large binucleated cell surrounded by a reactive inflammatory milieu. HL typically presents in a bimodal age distribution (15–35 and >55) with contiguous nodal spread, B symptoms, and mediastinal involvement. The Ann Arbor staging system (I–IV) plus the Cotswold modification (A/B, X for bulky disease) guides therapy. Among non-Hodgkin lymphomas, diffuse large B-cell lymphoma (DLBCL) is the most common aggressive NHL, treated with R-CHOP. Follicular lymphoma is the most common indolent NHL, associated with t(14;18) and BCL2 overexpression, and follows a relapsing-remitting course. Burkitt lymphoma harbors t(8;14) MYC-IgH, has the highest proliferation rate of any human tumor (Ki-67 ≈ 100%), and presents with rapidly growing masses — often in the jaw (endemic/EBV-associated) or abdomen (sporadic).

Multiple Myeloma

Multiple myeloma is defined by clonal plasma cell proliferation (≥ 10% in bone marrow or biopsy-proven plasmacytoma) plus end-organ damage summarized by the mnemonic CRAB: Calcium elevation, Renal insufficiency, Anemia, Bone lesions. Updated diagnostic criteria also include biomarkers (SLiM criteria): Sixty percent or more clonal plasma cells, involved/uninvolved Light chain ratio ≥ 100, and >1 focal lesion on MRI. Serum protein electrophoresis (SPEP) typically shows a monoclonal M-spike, and immunofixation identifies the heavy and light chain isotype. Light chain deposition in the kidney produces myeloma cast nephropathy. Hypercalcemia results from osteoclast-activating factors such as RANKL and MIP-1α secreted by the malignant plasma cells.

Classification & Diagnostic Workup

A systematic approach to the diagnostic workup of hematologic malignancies is essential for Step 2. The workup varies by suspected disease but generally combines peripheral blood analysis, bone marrow biopsy, immunophenotyping by flow cytometry, cytogenetics/FISH, molecular studies, and imaging. The following table summarizes the key diagnostic features and immunophenotypic markers for the most board-relevant entities.

Board-relevant diagnostic and immunophenotypic features of major hematologic malignancies
MalignancyKey Diagnostic FeaturesImmunophenotype / MarkersCharacteristic Genetics
AML≥ 20% blasts; Auer rods on smearCD13, CD33, CD117, MPO+t(8;21), inv(16), t(15;17), FLT3-ITD, NPM1
APLFaggot cells, DIC at presentationCD13+, CD33+, HLA-DR−t(15;17) PML-RARA
ALL≥ 20% lymphoblasts; most common childhood cancerB-ALL: CD10, CD19, CD20, TdT+; T-ALL: CD2, CD3, CD7, TdT+t(12;21), hyperdiploidy (good); t(9;22), MLL (poor)
CMLLeukocytosis with left shift, low LAP score, basophiliaMyeloid markers; BCR-ABL1 by FISH/PCRt(9;22) BCR-ABL1 (Philadelphia chromosome)
CLLAbsolute lymphocytosis ≥ 5 × 10⁹/L; smudge cellsCD5+, CD19+, CD20 dim, CD23+, CD200+del(13q) (good); del(17p), del(11q) (poor)
Hodgkin LymphomaReed-Sternberg cells in reactive background; contiguous spreadCD15+, CD30+, CD45−, PAX5 weakEBV association in ~40%; 9p24.1 (PDL1/PDL2) amplification
DLBCLRapidly enlarging nodal or extranodal mass; aggressiveCD20+, CD10±, BCL6±, MUM1±GCB vs ABC subtype; MYC/BCL2 double-hit poor prognosis
Follicular LymphomaPainless, waxing-waning lymphadenopathy; indolentCD10+, CD20+, BCL2+, BCL6+t(14;18) BCL2-IgH
Burkitt Lymphoma"Starry sky" pattern; Ki-67 ~100%; jaw mass (endemic)CD10+, CD20+, BCL6+, BCL2−, TdT−t(8;14) MYC-IgH
Multiple MyelomaCRAB criteria; M-spike on SPEP; Rouleaux formationCD38+, CD138+, CD56+, CD19−, CD45−t(4;14), t(14;16), del(17p) (high-risk); hyperdiploidy (standard)
A simplified diagnostic algorithm for the initial evaluation of suspected hematologic malignancy. The starting point is always the CBC with peripheral smear. The presence or absence of blasts, the dominant cell type, and the clinical presentation guide the subsequent workup pathway. Always assess for oncologic emergencies at initial presentation.

Clinical Vignette — Worked Example

The following clinical vignette mirrors the format of USMLE Step 2 CK questions and demonstrates the systematic approach to diagnosing and managing a hematologic malignancy.

📋 CLINICAL VIGNETTE
A 68-year-old man presents with fatigue, back pain, and a 15-pound weight loss over 3 months. Laboratory studies reveal: hemoglobin 8.2 g/dL, creatinine 2.8 mg/dL, calcium 12.4 mg/dL, total protein 10.5 g/dL, albumin 3.2 g/dL. Peripheral smear shows rouleaux formation. Skeletal survey reveals multiple lytic lesions in the spine and pelvis. What is the most likely diagnosis, and what is the next step in management?
Systematic Clinical Reasoning
1
Step 1 — Identify Key Clinical FeaturesThis elderly male presents with three of the four CRAB criteria: Calcium elevated (12.4 mg/dL), Renal insufficiency (Cr 2.8 mg/dL), and Anemia (Hgb 8.2 g/dL). The lytic Bone lesions complete all four criteria. The elevated protein-albumin gap (10.5 − 3.2 = 7.3 g/dL) and rouleaux formation strongly suggest a monoclonal gammopathy.
All four CRAB criteria present + elevated globulin gap → high suspicion for multiple myeloma
2
Step 2 — Order Confirmatory WorkupObtain SPEP with immunofixation to identify and characterize the M-protein. Order serum free light chains (κ/λ ratio). A 24-hour urine collection for urine protein electrophoresis (UPEP) and immunofixation detects Bence Jones proteinuria. LDH and β₂-microglobulin are prognostic. A bone marrow biopsy is essential to confirm ≥ 10% clonal plasma cells and obtain cytogenetics/FISH for risk stratification.
Next best step: SPEP with immunofixation → then bone marrow biopsy
3
Step 3 — Interpret Results & StageSuppose SPEP shows an IgG κ M-spike of 4.2 g/dL, serum free κ/λ ratio is markedly elevated, and bone marrow biopsy reveals 45% clonal plasma cells. FISH reveals t(4;14). The Revised International Staging System (R-ISS) integrates β₂-microglobulin, albumin, LDH, and cytogenetics. With β₂-microglobulin 8.5 mg/L, albumin 3.2, normal LDH, and t(4;14), this patient is R-ISS Stage III (high risk).
Diagnosis: IgG κ Multiple Myeloma, R-ISS Stage III (high risk due to t(4;14))
4
Step 4 — Initiate ManagementImmediate management includes IV hydration and bisphosphonates (zoledronic acid) for hypercalcemia and bone protection. Definitive treatment for transplant-eligible patients is induction chemotherapy (e.g., VRd: bortezomib, lenalidomide, dexamethasone) followed by autologous stem cell transplant and lenalidomide maintenance. For high-risk cytogenetics, tandem transplant or addition of a monoclonal antibody (daratumumab) may be considered. Avoid nephrotoxins; IV contrast is contraindicated if light chain cast nephropathy is suspected.
Treatment: IV fluids + bisphosphonates → VRd induction → autologous SCT → maintenance

Oncologic Emergencies & Complications

Hematologic malignancies frequently present with or develop life-threatening complications that require immediate recognition and management. These oncologic emergencies are among the most commonly tested clinical scenarios on USMLE Step 2 CK. The following table summarizes the major complications, their associations, and first-line management.

Major oncologic emergencies associated with hematologic malignancies
ComplicationMost Common AssociationKey FeaturesAcute Management
Tumor Lysis SyndromeBurkitt, ALL, high tumor burden lymphomas/leukemias↑K⁺, ↑PO₄³⁻, ↑uric acid, ↓Ca²⁺; AKI from urate/calcium phosphate crystalsAggressive IV hydration, rasburicase (or allopurinol prophylaxis), monitor and correct electrolytes
DICAPL (t(15;17)); also AML M5Bleeding + thrombosis; ↑PT/aPTT, ↓fibrinogen, ↑D-dimer, schistocytesStart ATRA immediately if APL suspected (do NOT wait for confirmation); cryoprecipitate, platelets, FFP
LeukostasisAML with WBC > 100,000/μLRespiratory distress, neurologic symptoms, fundal hemorrhages from microvascular sludgingLeukapheresis, hydroxyurea for rapid cytoreduction; avoid RBC transfusion (increases viscosity)
HypercalcemiaMultiple myeloma, ATLL (HTLV-1)Confusion, constipation, polyuria, QT shortening, renal failureIV NS hydration → calcitonin (rapid) → zoledronic acid (sustained) → treat underlying malignancy
SVC SyndromeNHL (DLBCL), HL with mediastinal mass, T-ALLFacial/upper extremity edema, JVD, dyspnea, pemberton signElevate head, diuretics; urgent tissue diagnosis → chemo/radiation; endovascular stenting if severe
Febrile NeutropeniaPost-chemotherapy (ANC < 500/μL + temp ≥ 38.3°C)Source often not identified; high mortality if treatment delayedBlood cultures × 2, then empiric anti-pseudomonal β-lactam (cefepime, piperacillin-tazobactam, or meropenem) within 1 hour
Spinal Cord CompressionMultiple myeloma, lymphoma with vertebral involvementBack pain, lower extremity weakness, sensory level, bowel/bladder dysfunctionEmergent MRI of entire spine → high-dose IV dexamethasone → radiation therapy or surgical decompression
CLINICAL PEARL
Think of oncologic emergencies as the "fire alarms" of hematology — they require recognition and action before the full diagnostic workup is complete. In APL with DIC, start ATRA before cytogenetic confirmation. In febrile neutropenia, administer broad-spectrum antibiotics within 60 minutes of presentation. In cord compression, give dexamethasone before MRI results return. On boards, when the question stem describes an emergency, the correct answer is almost always the immediate intervention, not the next diagnostic test.

Treatment Principles & Targeted Therapies

Management of hematologic malignancies has been transformed by the development of targeted and immunologic therapies. While Step 2 does not require memorization of every regimen, understanding the principles behind treatment selection, the role of stem cell transplantation, and the mechanism of major targeted agents is essential. The following table contrasts traditional chemotherapy approaches with modern targeted strategies.

Comparison of conventional chemotherapy and targeted/immunotherapy approaches
FeatureConventional ChemotherapyTargeted / Immunotherapy
MechanismNon-selectively targets rapidly dividing cells (DNA synthesis, mitosis)Targets specific molecular pathway or surface marker (e.g., BCR-ABL1, CD20, PD-1)
Paradigmatic ExampleCHOP (cyclophosphamide, doxorubicin, vincristine, prednisone) for NHLImatinib for CML; Rituximab (anti-CD20) added to CHOP → R-CHOP for DLBCL
Side EffectsMyelosuppression, mucositis, alopecia, nausea, infertility, secondary malignanciesTarget-specific: e.g., TKIs cause edema, rash; checkpoint inhibitors cause immune-mediated organ toxicity; CAR-T causes cytokine release syndrome
Curative PotentialCurative in some settings (HL, pediatric ALL, aggressive NHL) but limited by toxicityCan achieve deep molecular remissions (CML); CAR-T producing durable responses in relapsed DLBCL and ALL
Role of SCTAutologous SCT for myeloma consolidation; allogeneic for high-risk/relapsed AML, ALL, MDSCAR-T may substitute for allogeneic SCT in certain relapsed/refractory B-cell malignancies
💊 HIGH-YIELD TARGETED AGENTS FOR STEP 2
Know these drug–target pairs: Imatinib → BCR-ABL1 (CML); ATRA + arsenic trioxide → PML-RARA (APL); Rituximab → CD20 (B-cell NHL, CLL); Brentuximab vedotin → CD30 (HL); Ibrutinib → BTK (CLL, mantle cell lymphoma); Bortezomib → proteasome (myeloma); Lenalidomide → immunomodulatory (myeloma, MDS with del(5q)); Midostaurin → FLT3 (AML); Nivolumab/Pembrolizumab → PD-1 (relapsed HL).

Looking ahead, the field is moving toward measurable residual disease (MRD)-guided therapy, in which treatment intensity is adjusted based on the depth of molecular response. Bispecific T-cell engagers (e.g., blinatumomab for ALL) and CAR-T cell therapies (e.g., tisagenlecleucel, axicabtagene ciloleucel) represent the frontier of immunotherapy, offering potentially curative options for patients with relapsed or refractory disease who have exhausted conventional approaches.

Practice Problems

PROBLEM 1CONCEPTUAL
A 4-year-old boy presents with fever, pallor, petechiae, and hepatosplenomegaly. CBC reveals WBC 45,000/μL with 85% blasts that are TdT+, CD10+, CD19+, and CD20+. What is the most likely diagnosis, and what cytogenetic finding would confer the best prognosis?
PROBLEM 2BASIC CALCULATION
A 72-year-old woman is diagnosed with CLL. Her CBC shows WBC 68,000/μL with 90% lymphocytes. She has bilateral cervical and axillary lymphadenopathy, a palpable spleen, hemoglobin 10.2 g/dL, and platelet count 95,000/μL. Using the Rai staging system, what is her stage, and does she require immediate treatment?
PROBLEM 3INTERMEDIATE
A 35-year-old man presents with a rapidly enlarging anterior mediastinal mass, dyspnea, and SVC syndrome. Biopsy reveals sheets of large atypical lymphoid cells that are CD20+, CD10+, BCL6+, and MUM1−, with a Ki-67 of 95% and FISH showing MYC and BCL2 rearrangements. What is the diagnosis, why is it important to distinguish from standard DLBCL, and what is the prognostic implication of these findings?
PROBLEM 4APPLIED
A 28-year-old woman recently diagnosed with AML (WBC 120,000/μL, 78% blasts) develops progressive dyspnea, confusion, and blurred vision on hospital day 1. Fundoscopic exam reveals bilateral retinal hemorrhages with white-centered lesions. Chest X-ray shows diffuse bilateral infiltrates. What is the most likely complication, and what are the immediate management priorities?
PROBLEM 5CRITICAL THINKING
A 55-year-old man with a 5-year history of CLL (Rai Stage I, previously untreated) presents with a 3-week history of rapidly enlarging right cervical lymphadenopathy, drenching night sweats, and 20-pound weight loss. LDH is markedly elevated at 1,200 U/L. A core needle biopsy of the cervical node shows sheets of large, atypical lymphoid cells with a high Ki-67 index, morphologically distinct from his underlying CLL. What transformation has occurred, what is the prognosis, and how does this change management?

Lesson Summary

Hematologic malignancies are classified by the cell of origin (myeloid vs. lymphoid), the degree of differentiation arrest (acute with blasts ≥ 20% vs. chronic with mature cells), and the anatomic compartment (marrow/blood for leukemia, nodes/tissue for lymphoma, marrow for myeloma). AML presents with Auer rods and myeloid markers; ALL is the most common childhood cancer (TdT+). CML is defined by t(9;22) BCR-ABL1 and treated with TKIs. CLL is the most common adult leukemia, characterized by CD5+ B cells and smudge cells.

Among lymphomas, Hodgkin lymphoma features Reed-Sternberg cells (CD15+/CD30+) with contiguous spread, while DLBCL is the most common aggressive NHL treated with R-CHOP. Multiple myeloma presents with CRAB criteria, M-spike on SPEP, and lytic bone lesions; treatment includes VRd and autologous SCT. Critical oncologic emergencies include tumor lysis syndrome (rasburicase), DIC in APL (start ATRA immediately), leukostasis (leukapheresis, avoid RBC transfusion), and febrile neutropenia (empiric anti-pseudomonal β-lactam within 1 hour). The era of targeted therapy — TKIs, monoclonal antibodies, proteasome inhibitors, and CAR-T cells — has dramatically improved outcomes and represents high-yield material for USMLE Step 2.

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