Abstract
Introduction – biochemical relevance and risk factors for deficiency
Vitamin B12 (cobalamin; B12) is an essential micronutrient. In humans, microgram quantities of B12 (2–3 µg/d) are required to produce methylcobalamin and adenosylcobalamin, which are used as cofactors in two reactions (Figure 1). One of the reactions takes place in the cytoplasm, where methionine synthase catalyses the transfer of the methyl groups from 5′-methyltetrahydrofolate to homocysteine (Hcy) via the cofactor methylcobalamin to form methionine and tetrahydrofolate. Serum concentrations of Hcy increase in response to a suboptimal supply of methylcobalamin. The other B12-dependent reaction takes place in the mitochondria, where the conversion of methylmalonyl-CoA to succinyl-CoA by methylmalonyl-CoA mutase requires the cofactor adenosylcobalamin. A deficiency of adenosylcobalamin leads to an accumulation of methylmalonic acid (MMA), a product of the hydrolysis of excessive methylmalonyl-CoA, which cannot be converted to succinyl-CoA.
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Vitamin B12 absorption and intracellular processing via two enzymatic pathways. In the absence of vitamin B12, 5-MTHF becomes metabolically trapped in this form producing a 
In the United Kingdom (UK), the prevalence of B12 deficiency is estimated to be up to 20% in some cohorts. 2 Risk factors for developing deficiency include prolonged omission of B12 containing food from the diet, such as meat, fish and dairy, for example, in veganism and vegetarianism; autoimmune gastritis, for example, pernicious anaemia; intestinal diseases; infections or surgical interventions; the increased requirement for B12 during pregnancy and in neonatal life; pharmaceutical interactions and nitrous oxide (N2O) abuse. In older people, there is a pronounced increase in the prevalence of B12 deficiency, mainly caused by gastritis and inadequate dietary intake. 2
The signs and symptoms of B12 deficiency vary considerably from person-to-person. Classical features that may present include anaemia, gastrointestinal and neurological symptoms, and those relating to psychological and psychiatric disturbances. 3
Current clinical practice
An example assessment algorithm for vitamin B12 status evaluation. Clinical decision limits for test results are based on those used in the National Institute for Health and Care Excellence (NICE) guidance on vitamin B12 deficiency in over 16s: Diagnosis and management (NG239). 5 Laboratories should evaluate the applicability of clinical decision limits locally.
The best characterized biomarkers of B12 status are serum B12 (also known as total B12 or serum cobalamin), holotranscobalamin (also known as holoTC or ‘active B12’), MMA and Hcy. 6 The utility of B12 status biomarkers has not, however, been adequately studied outside of adult populations and there is a need to evaluate their use in children, during each trimester of pregnancy and in some ethnic groups. Audit has shown that a diagnosis of B12 deficiency may take several years. 7 Delays in diagnosis and treatment of B12 deficiency have a negative impact on quality of life and increase the likelihood of permanent neurologic damage. 5 Despite studies consistently demonstrating that no single biomarker of B12 status exhibits the performance characteristics necessary to definitively define status in all patients, the majority of diagnostic laboratories rely solely on serum B12.
To overcome the performance limitations of individual B12 status biomarkers, laboratories should implement first-line testing strategies that maximize diagnostic sensitivity and, where initial test results are indeterminate, second-line testing strategies that maximize diagnostic specificity.6,8,9 These strategies are discussed below.
First-line B12 status testing
The high demand in healthcare for B12 status investigations limits the selection of first-line biomarkers to serum B12 and holoTC, since both are pre-analytically relatively stable and can be performed on highly automated clinical chemistry analysers.
Hcy and MMA are not widely utilized as first-line biomarkers. Hcy is less suitable than serum B12 and holoTC because of stringent pre-analytical requirements in which serum/plasma must be separated from whole blood, ideally within 60 min of sample collection, and kept on ice prior to separation to prevent falsely elevated results. Such prompt sample separation is often not available in primary care and Hcy increases by 1 µmol/L in 3 hours in unseparated specimens kept at room temperature. 10 Alternatively, samples can be collected into tubes containing stabilizing preservatives. 11 In contrast, MMA samples are pre-analytically stable but high-throughput automated assays for routine laboratories are not yet widely available.
One notable caveat is that neither serum B12 nor holoTC have diagnostic utility for the evaluation of B12 status in people in whom N2O abuse is suspected (refer to Hcy section below).
Serum B12
Since the 1960s, the concentration of B12 in serum has been the most commonly used biomarker for the assessment of B12 status. 6 Contemporary serum B12 methods are readily available on highly automated clinical chemistry platforms by competitive protein-binding assays using intrinsic factor as the binding protein with chemiluminescence or fluorescence detection systems. 12
A low serum B12 concentration is indicative of deficiency but results within and above the reference interval should be interpreted with an understanding of the limitations of the assay (see also Assay Limitations section below). All serum B12 tests detect the total concentration of B12, which comprises cobalamin bound to the ß-globulin protein transcobalamin, forming holoTC, and B12 bound to the ß-globulin haptocorrin, forming holohaptocorrin (holoHC). Only the B12 bound to transcobalamin is transported into cells (holoTC), whereas there is no evidence that B12 from holoHC contributes to B12 status. 13 Further, the half-life of holoTC in blood is rapid compared with holoHC, so the majority of B12 measured by serum B12 assays is holoHC, even though newly absorbed B12 mainly binds to transcobalamin. Therefore, serum B12 concentrations may not reflect metabolic B12 status and the test is considered a late indicator of deficiency when compared with holoTC, Hcy and MMA.
Result interpretation
Endogenous serum B12 concentrations in adults residing in south east London, UK, are ∼182 to ∼692 ng/L (∼134 to ∼511 pmol/L) for Asian and White patients and ∼225 to ∼1091 ng/L (∼166 to ∼805 pmol/L) for Black patients (data generated using the Abbott Architect serum B12 assay). 14 However, variation may be seen across the UK population and with different serum B12 assay manufacturers. For example, in the predominantly White patient population of Gloucestershire, UK, endogenous serum B12 concentrations in adults are ∼145 to ∼424 ng/L (∼107 to ∼313 pmol/L) when generated using the Beckman DXI platform (unpublished data, author ES). Other published work shows lower reference limits for the Roche and Siemens assays that align well with the authors’ published data using the Abbott Architect assay. A similarly negative bias was also reported when prospectively generating a reference interval using the Beckman DXI platform compared to other assays. 15
Results from serum B12 assays are interpreted against a reference range with the clinical decision point for deficiency commonly set in the region of 200 ng/L (148 pmol/L).
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This approach is partly informed by a study in which it was estimated that 90 to 95% of patients with B12 deficiency had concentrations <200 ng/L (<148 pmol/L), 5 to 10% had concentrations 200 to 300 ng/L (148 to 221 pmol/L) and less than 1% had concentrations >300 ng/L (>221 pmol/L).
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However, results were generated using a radioassay (Quantaphase, Bio-Rad Laboratories, Richmond, CA) and a microbiologic assay using
Results from serum B12 assays are interpreted against a reference range or a clinical decision limit for deficiency. Serum B12 results are known to be subject to inter-assay variation (Figure 2) and, therefore, manufacturer-dependent validated cut-offs should be used. Data from the UK NEQAS Haematinics Scheme showing performance calculated over a rolling window of 6 months (18 External Quality Assurance specimens circulated) by seven analytical methods used for the analysis of vitamin B12 in serum. Methods clockwise from top left [UK NEQAS method abbreviation]: Abbott Architect [AB13]; Abbott Alinity [AB20]; Roche Cobas/Modular [BO5]; Beckman DxI [SF5]; Siemens Atellica [SM20]; Siemens Centaur [CO10]; Ortho Vitros [AM12]. The B score is the average bias of all Specimen % biases [(result – target)/target]×100% during the rolling 6-month window. The C score is the SD of the B score and shows consistency of bias over the same rolling time period. The grey box indicates the 5th to 95th centiles for each method. The unfilled box indicates the overall 5th to 95th centiles irrespective of method. The dotted box indicates limits of acceptable performance defined as ±20% B score and 20% C score. All analyses were performed during October 2023. With permission from Birmingham Quality, University Hospitals Birmingham NHS Foundation Trust.
Summary of studies on the diagnostic performance of serum B12, Holotanscobalamin (Active B12), methylmalonic acid, homocysteine and combined indicator of vitamin B12 status (4cB12).
Abbreviations: area under the curve (AUC); reciever operating characteristic (ROC); standard error (SE); methylmalonic acid (MMA); holotranscobalamin (holoTC); homocysteine (Hcy); combined B12 status indicator consisting of four biomarkers serum B12, holoTC, Hcy and MMA (4cB12).
Limitations of approach
Age, ethnicity and pregnancy are known to influence serum B12 concentrations, yet cohort-matched reference ranges are rarely available to interpret clinical results. Children of all ethnicities have much higher B12 concentrations than adults and age-specific reference ranges are warranted.14,27 The reasons for much higher B12 concentrations in children have not been elucidated. 14 The application of unified reference ranges in Black patients may lead to an overestimation of B12 status because people with Black family backgrounds have significantly higher serum B12 concentrations when compared with people with Asian and White family backgrounds. 14 In pregnancy, serum B12 are subject to an ∼50% fall that is related to haemodilution and a decrease in the synthesis of haptocorrin. 28
Assay limitations
The diagnosis of B12 deficiency is partly laboratory- and manufacturer-dependent (Figure 3). This unwarranted variation is driven by a lack of harmonization and standardization by manufacturers of serum B12 assays.
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Serum B12 assays are often calibrated independently by manufacturers with traceability to an internally manufactured standard material rather than to an international standard.
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Longitudinal variation in the performance of manufacturer-specific assays is revealed through external quality assessment (EQA) performance (Figure 4). Importantly, assay bias and longitudinal variation do not align with the accompanying reference ranges. For example, assays provided by Abbott Diagnostics have higher reference range upper limits, yet it is assays on the Roche platforms that are slightly positively biased when results are compared using EQA. The Beckman systems consistently give lower results than other manufacturers. Data from the UK NEQAS Haematinics Scheme showing variation in result interpretation following analysis of distributed aliquots of a single specimen of serum B12. All analyses were performed during October 2023 with laboratories applying their local reference range. Interpretation ranges from low B12 status to high status. With permission from Birmingham Quality, University Hospitals Birmingham NHS Foundation Trust. Data from the UK NEQAS Haematinics scheme showing longitudinal bias over a window of 5 years by seven analytical methods used for the analysis of vitamin B12 in serum. Analyses were performed from 2019 to October 2023. With permission from Birmingham Quality, University Hospitals Birmingham NHS Foundation Trust.

False-normal serum B12 concentrations have been described in patients with high-titre intrinsic factor antibodies and may also occur because of the presence of heterophile antibody interference. 29 High haptocorrin concentrations are another cause. 30
In people with signs and symptoms of B12 deficiency who are shown to be B12-replete, folate status should be investigated. Coexisting iron deficiency or thalassemia trait may mask macrocytic changes seen on full blood counts.
Significance of high results
High concentrations of serum B12 are frequently seen by clinical laboratories, but seldom investigated or issued with a supporting clinical comment. 31 High concentrations often reflect B12 treatment; however, in some instances, they may be a consequence of underlying liver disease or haematological malignancy. 32 It has also been demonstrated that immune complexes between serum immunoglobulins and B12 binding protein (macro-B12) develop in some individuals that cause assay interference, potentially masking a B12 deficient state. 33 Methods to remove these immune complexes have been described. 34
Holotranscobalamin (holoTC, ‘active B12’)
The measurement of holoTC in serum provides an estimate of the abundance of B12 available for receptor-mediated transportation into cells. HoloTC assays are available on automated clinical chemistry platforms, including those from Abbott (since 2006), Siemens Healthineers (2016), Roche Diagnostics (2017) and Beckman Coulter (2020), at a cost that is higher to perform per test when compared with serum B12 assays. If B12 is absent from a diet, this will be reflected in the holoTC concentration, which will decrease rapidly in response to the lack of newly absorbed B12. 35
Result interpretation
A holoTC result of <25 pmol/L indicates deficiency. Receiver operating characteristic curves show HoloTC to be a moderately superior indicator of B12 status when compared with serum B12 measurement (Table 2). However, in much the same way as serum B12, any assigned cut-off point for the interpretation of holoTC assays is a compromise between assay sensitivity and specificity. As an alternative to a single clinical decision point, results in the range of 25 to 70 pmol/L may be considered as indeterminate and second-line testing should be considered to clarify B12 status.5,6,8 Concentrations >70 pmol/L indicate sufficiency. 5
Population-specific reference ranges have not been determined. In pregnancy, holoTC is considered the preferred B12 status biomarker because, unlike serum B12 assays, it is not impacted by the decreased synthesis of haptocorrin.28,36
Commercially available assays for holoTC use calibrators traceable to a common primary reference calibrator held by Axis-Shield Diagnostics Ltd, Dundee, Scotland, which confers superior harmonisation when compared with serum B12 assays.
Second-line testing
Second-line testing should be considered when results from first-line testing are indeterminate (see serum B12 and holoTC Result Interpretation sections).5,26 The best described biomarkers that are considered suitable for second-line testing of B12 status are MMA and Hcy.
Methylmalonic acid
Although no ‘gold standard’ biomarker for the determination of B12 status has been identified, MMA is most commonly used as the index test for B12 deficiency. Some diagnostic laboratories cite a serum MMA concentration >280 nmol/L as indicative of suboptimal B12 status in patients <65 years with normal renal function. 8 Interpretation is more challenging in the elderly and those with impaired renal function where MMA is likely to be elevated independently of B12 status. 37 A large decrease in MMA concentration after treatment with B12 is considered confirmatory of a previously B12-deficient state. An MMA concentration >750 nmol/L is accepted as indicative of ‘definite’ B12 deficiency. 38
Unlike Hcy, MMA concentrations are not influenced by folate, vitamin B6 or vitamin B2 status. Contrasting with the other three biomarkers of B12 status, automated MMA immunoassays are not available. An automated LC-MS/MS based assay for MMA analysis is available, however, and capable of processing several hundred samples daily. 12
In addition to impaired renal function, other B12-independent causes of increased serum MMA concentration are states of dehydration, impaired thyroid function, inherited methylmalonic aciduria and small-bowel overgrowth with bacteria producing high amounts of propionic acid, the precursor of MMA.39,40 The single nucleotide polymorphism rs291466 in 3-hydroxyisobutyryl-CoA hydrolase (HIBCH) also influences variation in MMA concentration via the valine degradation pathway. 41
Homocysteine
The formation of methylcobalamin, to remethylate Hcy to methionine, is dependent on adequate supply of 5′-methyltetrahydrofolate, vitamin B12 and vitamin B2. The catabolic route of Hcy disposal requires vitamin B6. The diagnostic utility of Hcy for the evaluation of B12 status therefore rests on the patient being replete for folate, vitamin B6 and vitamin B2.42,43 Assays for the measurement of Hcy are widely available and range from the highly automated immuno- and enzymatic-assays to those that are mass spectrometry-based. Besides rapid separation of plasma/serum from red cells for homocysteine analysis, other factors which may be taken into consideration are post-prandial and orthostatic variations. Samples should ideally be collected after an overnight fast and venepuncture should not be performed after venous stasis or following the subject resting in a supine position.
When interpreting Hcy results, it is recommended that age- and sex-specific reference ranges are applied, although this is seldom done in practice. Children and pregnant women have lower Hcy, while higher concentrations seen in the elderly are likely due to an increased prevalence of intestinal malabsorption, reduced enzymatic activity and reduced kidney function. Adult males have higher Hcy concentrations than females.
Plasma Hcy should be the first-choice test to assess B12 status in patients exposed to N2O. 3 The gas is commonly used for sedation and pain relief, but long-term abuse with large doses causes severe B12 deficiency, that can present with multiple neurological symptoms and consequences, for example, inability to walk, incontinence, disruption to the reproductive system, depression, demyelinating polyneuropathy and, most significantly, subacute combined degeneration of the spinal cord. Nitrous oxide oxidizes the active cobalt of cobalamin, which eventually leads to dissociation of cobalamin from methionine synthetase (MS) and inactivation of apo-MS. As a result, Hcy cannot be remethylated to methionine. Consequently, Hcy is the first biomarker to respond (increase) in patients who abuse N2O. This is followed by a slow decrease in serum B12 and holoTC, as well as slight elevations in MMA. Serum B12 is often normal at presentation, which may lead to an incorrect differential diagnosis. Although there is no specific marker of N2O abuse according to levels of consumption, it has been suggested that MMA may have utility as a marker of clinical gravity. 44
Composite biomarker B12 status evaluation
A composite score, cB12, which combines the biochemical measurements of serum B12, holoTC, MMA and Hcy – while also accounting for low folate status and corrected for age – can be used to evaluate B12 status. 45 The composite score provides an index that relates biomarkers of the individual to the reference combination at the stipulated age. This reference combination has been derived from a large database following mathematical modelling. The formula is expressed as: cB12 = log10 [holoTC × B12/MMA × Hcy] − [3.79/1 (age/230)2.6]. Depending on the cB12 value obtained, B12 status is classified as: elevated, adequate, low, possible B12 deficiency and probable B12 deficiency. Less comprehensive formulas that utilize two or three biomarkers have also been derived (2cB12 or 3cB12) and have been shown to outperform commonly used one-biomarker test approaches. 46
There have been no large-scale genetic epidemiological studies aimed at describing the basis of variability in cB12 among adults and the composite score is not yet widely used.
Suggested approaches for the evaluation of B12 status
Suggested approaches for the evaluation of B12 status are shown in Table 1. Although the diagnosis of B12 deficiency is a global challenge, the availability of clinical and technological expertise, as well as resources, vary considerably, and this will influence the approach taken by different healthcare providers.
Blood samples for diagnostic tests should be collected before starting B12 replacement. B12 replacement treatment should not, however, be delayed while waiting for the test results of people with megaloblastic anaemia or subacute combined degeneration of the spinal cord.
Either serum B12 or holoTC assays should be used as the initial test for suspected B12 deficiency, unless the test needs to be performed during pregnancy or infancy, or if N2O use is the suspected cause of deficiency. HoloTC should be used to assess the B12 status of pregnant women and infants, whereas Hcy should be used in N2O exposure.
The interpretation of first-line B12 tests can be complicated if the person is already receiving supplements since elevated results may reflect recent exposure to B12 rather than metabolic B12 status.
Deficiency can be confirmed in people with a serum B12 concentration below the assay manufacturer-dependent validated cut-off or a holoTC concentration <25 pmol/L. 5 After exposure to N2O, elevated Hcy concentration should be taken as indicative of deficiency; Hcy concentrations >50 µmol/L are often seen in such patients.
MMA measurement should be considered in people who have symptoms or signs of B12 deficiency and an indeterminate test result (see Result Interpretation sections). 5 The cut-offs for serum B12 should be applied to adult patients of White and Asian origin. For children, people of Black ethnicity, and in pregnancy, appropriate reference intervals should be used. 14
B12 replacement can commence if an initial B12 test result indicates deficiency, or if the initial test is indeterminate in patients with signs or symptoms of B12 deficiency and an MMA result is elevated. B12 replacement should not be delayed if the total B12 result is indeterminate and the patient has a condition or symptom that may deteriorate rapidly and have a major effect on quality of life (e.g. neurological or haematological conditions like ataxia or anaemia), a condition or suspected condition that is an irreversible cause of B12 deficiency (e.g. autoimmune gastritis), had surgery that can be an irreversible cause of B12 deficiency (e.g. gastrectomy, terminal ileal resection or some types of bariatric surgery) or are pregnant or breastfeeding. 5
For people with an indeterminate result from first-line testing and no symptoms or signs of B12 deficiency, no further testing is required unless signs or symptoms of deficiency develop.
If results from first-line testing for serum B12 or holoTC indicate sufficiency, including during pregnancy or breastfeeding, then B12 deficiency is unlikely. If, however, symptoms or signs are present 3–6 months later, then the initial test should be repeated. 5
Establishing the cause of deficiency
A detailed review of approaches to establishing the cause of a B12 deficient state is beyond the scope of this article. A brief summary is provided in Table 1. Establishing the cause of deficiency is important, as in some cases the cause will be found to be reversible and indicate short term treatment is required. In other cases, the cause will be found to be irreversible, leading to obligatory lifelong replacement. B12 deficiency is most commonly corrected with oral or intramuscular doses of the vitamin. No toxicity is associated with the treatment.
Summary
No single laboratory biomarker is suitable for the assessment of B12 status in all patients. Using biomarkers in combination leads to a reduction in the number of B12-deficient people incorrectly classified as replete and B12-replete people incorrectly classified as deficient. In people with a condition or symptom that may progress rapidly, treatment should not be delayed while waiting for results of a laboratory test. Treatment should continue until the cause of B12 deficiency has been identified and B12 deficiency reversed, or lifelong treatment should continue if the cause is identified as irreversible.
