1. Introduction
Waldenström macroglobulinemia (WM) or in other words immunoglobulin M (IgM) lymphoplasmacytic lymphoma (LPL) was first described by J. G. Waldenström in 1944 [ 1 ]. It is a rare, indolent B-cell malignancy, with an age-adjusted incidence of approximately 3.6 per 1,000,000 [ 2 , 3 ]. It is characterized by clonal expansion of lymphoplasmacytic cells, plasma cells (PCs), and lymphocytes within the bone marrow (BM), accompanied by the overproduction of monoclonal IgM [ 4 , 5 , 6 ]. These features differentiate WM from other types of LPL called non-WM type LPL that include IgG or IgA LPL, non-secretory LPL, and IgM LPL without BM involvement [ 7 ]. WM is classified as a distinct clinical entity within the spectrum of non-Hodgkin lymphomas and shares overlapping features with both multiple myeloma (MM) and chronic lymphocytic leukemia (CLL) [ 8 , 9 , 10 ].
The median age at diagnosis is 70 years, and the median overall survival (OS) is 8 years [ 2 , 11 , 12 ]. Given its typically indolent course, the most common causes of death among WM patients are often unrelated to the malignancy itself [ 13 , 14 ]. Consequently, treatment strategies for WM are primarily focused on disease control rather than curative intent [ 11 ].
The pathogenesis of WM is strongly driven by genetic alterations, with the MYD88 L265P (myeloid differentiation primary response 88) mutation being the most prevalent, occurring in over 90% of WM cases [ 15 ]. This mutation leads to constitutive activation of the NF-κB (nuclear factor kappa light chain enhancer of activated B cells) signaling pathway, thereby promoting cell survival and proliferation [ 16 ]. In addition, mutations in CXCR4 (C-X-C chemokine receptor 4) are observed in approximately 30–40% of patients and are associated with altered cell trafficking, contributing to resistance against BTK (Bruton’s tyrosine kinase) inhibitors [ 17 , 18 , 19 ].
Multiple intracellular signaling pathways, including NF-κB, BCR (B cell receptor), PI3K/Akt/mTOR (phosphatidylinositol 3-kinase/protein kinase B), JAK/STAT (Janus kinase/signal transducer and activator of transcription proteins), and CXCR4/SDF1 (stromal cell-derived factor 1), are dysregulated in WM, contributing to tumor cell survival, proliferation, and drug resistance [ 4 , 15 , 17 , 18 ]. The complexity of WM is not only shaped by genetic alterations but also by the interplay between malignant B cells and their BM microenvironment. The tumor niche provides essential survival signals through cytokines, chemokines, and extracellular vesicles, further activating key oncogenic pathways [ 20 ]. Targeting these pathways has revolutionized WM therapy, particularly with BTK inhibitors (BTKi), such as ibrutinib and zanubrutinib, which have shown remarkable efficacy in patients with MYD88 -mutant disease [ 14 , 18 ]. Nevertheless, resistance mechanisms, partially mediated by alternative signaling pathways, remain a significant challenge, underscoring the need for a deeper understanding of the molecular landscape of WM.
2. Clinical Presentation
WM patients typically present with symptoms related to elevated serum IgM levels and BM infiltration by malignant cells. However, up to 25% of patients may be asymptomatic at the time of diagnosis and have comparable survival to the matched general population [ 21 , 22 , 23 , 24 , 25 ].
The most common clinical features of WM patients include B-symptoms, cytopenias—particularly anemia—which may result from impaired erythropoiesis due to BM infiltration, iron deficiency inducing absolute and/or functional deficiency due to bleeding and/or hyperhepcidinemia (WM cells produce hepcidin), or infrequently hemolysis [ 11 , 26 , 27 , 28 , 29 ].
WM involvement may manifest itself as lymphadenopathy (in 15% of patients), splenomegaly (in 15% of patients), or hepatomegaly (in 20% of patients), and rarely Bing–Neel syndrome (in 1% of patients), in which the central nervous system is infiltrated by lymphoplasmacytic cells [ 30 , 31 , 32 , 33 ]. Extramedullary disease occurs in approximately 20–30% of WM patients, mainly in the nervous system, kidneys, or lungs [ 34 , 35 ]. Non-specific symptoms accompanying this disease include the so-called B symptoms: pathological fatigue, as well as weakness, nausea, excessive sweating, fever, or weight loss [ 30 , 36 ].
Elevated serum IgM levels (typically >4000 mg/dL) can induce hyperviscosity syndrome historically reported in up to one-third of patients [ 37 ]. This life-threatening condition results from the aggregation of IgM pentamers, which increases serum viscosity by more than twofold. Clinical manifestations include skin and mucosal bleeding, retinopathy, headache, confusion, and, in rare instances, cardiovascular complications [ 38 , 39 ].
Additionally, the presence of monoclonal IgM can lead to a range of systemic complications, including peripheral neuropathy, AL amyloidosis, cryoglobulinemia, and cold agglutinin disease [ 30 , 32 , 40 , 41 , 42 ]. WM-related amyloidosis is caused by the aggregation of poorly folded proteins (mostly Ig light chains), which deposit in tissues as insoluble fibrils, leading to organ dysfunction [ 43 , 44 ]. Cryoglobulinemia is characterized by precipitation of IgM at temperatures below 37 °C, whereas cold agglutinin disease arises from autoreactive IgM antibodies that agglutinate red blood cells, particularly in cooler body regions [ 31 ]. IgM-related polyneuropathy, most commonly IgM anti-myelin-associated glycoprotein (anti-MAG) paraproteinemic peripheral neuropathy, occurs in 13–22% of WM patients [ 45 , 46 , 47 ]. Anti-MAG peripheral neuropathy is a slowly progressive demyelinating neuropathy characterized by gait instability, balance impairment, and sensory deficits, ultimately leading to significant disability in nearly half of affected patients over the course of the disease [ 48 ].
Another potential complication that can occur in WM patients is Schnitzler syndrome, a rare autoinflammatory disorder characterized by chronic, recurrent urticaria [ 30 , 31 , 32 ]. The associated exanthema often affects the entire body [ 49 , 50 ]. The lesions are transient and generally resolve within 48 h. The rash tends to follow a distinct daily pattern, often worsening in the evening hours before gradually subsiding [ 50 , 51 ].
3. Pathogenesis
WM typically develops from a premalignant disorder known as monoclonal gammopathy of undetermined significance (MGUS) [ 52 , 53 ]. Two distinct subtypes of IgM MGUS have been described so far. IgM MGUS-not otherwise described (IgM MGUS-NOS) is considered the precursor to WM and frequently harbors MYD88 mutations. In contrast, IgM MGUS-plasma cell (IgM MGUS-PC) is thought to precede the development of MM and is characterized by the absence of MYD88 mutations, but often presents with cytogenetic translocations involving the IGH (Immunoglobulin heavy locus) gene, which are typical for MM ( Figure 1 ) [ 12 , 54 , 55 , 56 ].
WM is driven by the malignant transformation of post-germinal center B-lymphocytes that have already encountered antigen but have not undergone isotype class switching. These cells, which resemble memory B cells with lymphoplasmacytoid morphology, produce IgM and are detectable at the MGUS stage [ 57 , 58 ]. Arbitrary values of BM infiltration have been set to 10% for WM diagnosis; however, it is no longer recommended to diagnose patients based on this value, as some symptomatic patients may present with lower disease burden [ 59 ].
Morphologically, WM cells can range from small lymphocytes with aggregated chromatin, bland nuclei, and thin cytoplasm to mature and differentiated PCs, which are usually present in low numbers and may contain Dutcher bodies [ 60 , 61 , 62 , 63 ]. These PCs are likely derived from the malignant lymphoplasmacytic population and are considered the primary source of monoclonal IgM [ 63 ].
The immunophenotype of WM cells is variable, which may complicate differential diagnosis. Typically, WM cells express surface IgM with either κ or λ light-chain restriction, together with pan-B-cell markers such as CD19, CD20, CD22, and CD25. However, a subset of cases may also show expression of CD5, CD23, or CD10, markers that can overlap with other B-cell malignancies. Additional immunophenotypic features include variable expression of CD10 and CD23, positivity for CD27, CD52, and CD79, and negativity for CD11c and CD103. In addition, the PC component may express CD38 and CD138 [ 60 , 61 , 64 , 65 , 66 , 67 , 68 , 69 ].
Recent molecular studies of IgM monoclonal gammopathies have identified three distinct transcriptional, epigenetic, and immunological clusters of patients ( Table 1 ) [ 70 , 71 ]. Although these clusters and the memory B cell-like (MBC-like)/plasma cell-like (PC-like) epigenetic subtypes described below both reflect biological heterogeneity within IgM monoclonal gammopathies, they should not be considered directly interchangeable classifications. The cluster-based model integrates transcriptional, epigenetic, metabolic, and immune features across IgM MGUS and WM, whereas the MBC-like and PC-like subtypes are primarily defined by DNA methylation patterns in MYD88 -mutated WM.
The BM microenvironment ( Figure 2 ) plays a crucial role in WM pathogenesis [ 54 ]. In fact, the crosstalk between malignant cells and stromal or immune cells in the BM microenvironment favors disease progression and promotes IgM secretion [ 72 ]. Homing to the BM is a key characteristic of WM cells due to high expression of CXCL12 (C-X-C chemokine ligand 12) in the BM, which causes migration of WM cells [ 3 ]. Overproduction of mast cells in the BM is a typical histological finding in WM patients [ 73 ]. High mast cell density in BM was shown to be associated with increased tumor burden in the BM, several aggressive disease features, and poor clinical outcomes [ 74 ]. Mast cells promote WM cell proliferation, survival, and IgM synthesis mainly through CD40L-CD40 interaction [ 75 ]. CD40L-CD40 interaction between WM cells and Tregs was also observed. Following this interaction, Treg number increases, leading to immunosuppression and increased self-tolerance [ 76 , 77 , 78 ]. Endothelial cells have been described to enhance proliferation and adhesion of WM cells through the interaction of Ephrin receptor B2 (Eph-B2) expressed on WM cells and Eph-B2 ligand expressed on endothelial cells [ 79 ]. Natural killer cells in WM patients have been characterized by a decrease in interferon signaling, which is consistent with immune exhaustion and dysfunction of these cells in WM [ 80 ]. Similar downregulation of interferon-response genes has been observed in T cells, further contributing to immune evasion [ 80 ].
4. Genetic Architecture and Molecular Drivers
4.1. MYD88
Approximately 80–95% of WM patients harbor the somatic MYD88 mutation historically referred to as MYD88 L265P [ 15 , 18 ]. The reported prevalence of MYD88 mutations in WM may partly depend on assay sensitivity, since very low-abundance MYD88 -mutated subclones may remain undetected by less sensitive methods. The MYD88 gene, located on chromosome 3p22.2, encodes a 296-amino-acid toll-like receptor (TLR) adaptor protein. The MYD88 L265P mutation results in a substitution of leucine for proline at amino acid position 265 of the MYD88 protein. The cause of this substitution at the genetic level is a T>C substitution at position 794 of the MYD88 transcript, originally numbered according to the transcript in use at the time of its discovery in 2011 [ 81 ]. Under current reporting standards, variants should be described using the MANE Select transcript ( NM_002468.5 ), in which this mutation corresponds to L252P (c.755T>C) [ 82 ]. Despite this updated nomenclature, the historical designation “L265P” remains widely used throughout the literature.
In contrast, non- L265P MYD88 mutations are rare and have been detected in only 1–2% of WM patients, including S219C , M232T , and S243N [ 18 , 83 ]. Structural alterations on chromosome 3p further contribute to the increased allele frequency of MYD88 mutations in tumor cells. While deletions of the wild-type (WT) MYD88 allele and amplifications of the mutant allele have been reported, the most prevalent alteration is acquired uniparental disomy, which results in a homozygous MYD88 -mutated tumor genotype [ 84 , 85 , 86 ].
Interestingly, MYD88 mutations have also been detected in early pre-B progenitor cells of WM patients, suggesting that the initiating oncogenic event may occur earlier in B cell development [ 80 ]. Supporting this theory, recent findings by García-Sanz et al. indicate that only clones harboring MYD88 L265P can acquire additional genetic alterations that drive more aggressive disease phenotypes [ 87 ]. Several studies focusing on MYD88 -mutated patients have identified two distinct biological subtypes: MBC-like and PC-like. The key distinguishing features between these groups are the higher prevalence of CXCR4 mutations in the MBC-like subtype and del(6q) in the PC-like subtype [ 88 , 89 ].
Approximately 5–10% of WM patients do not carry MYD88 mutations. These MYD88WT cases are characterized by a lower rate of BM infiltration and lower serum IgM levels [ 11 , 90 ]. However, they are associated with poorer OS [ 56 , 91 ].
The presence of the MYD88 L265P mutation has both diagnostic and prognostic significance in WM. In cases where the histopathological diagnosis is uncertain but WM is suspected, the presence of the MYD88 mutation strongly supports the diagnosis of WM [ 92 ]. Moreover, MYD88 L265P serves as a predictive biomarker for therapeutic response, particularly to BTKi. In addition to flow cytometric detection of malignant clonal cells, droplet digital PCR (ddPCR) has been recently proven as a suitable tool for MYD88 L265P screening and monitoring minimal residual disease (MRD) with a sensitivity of 5 × 10 −5 . Both unsorted BM and peripheral blood samples can be reliably tested, as well as circulating tumor DNA (ctDNA), which represents an attractive and less invasive alternative to BM for MYD88 L265P detection [ 93 , 94 , 95 , 96 ].
Functionally, the MYD88 operates as a part of a signaling pathway ( Figure 3 ) that is initiated by the interaction of TLR/IL-1R (interleukin 1 receptor) with DAMPs (damage-associated molecular patterns), PAMPs (pathogen-associated molecular patterns), or interleukins [ 97 , 98 ]. Upon ligand binding, the receptor’s intracellular TIR (Toll/IL-1R) domains oligomerize and recruit the adaptor protein MYD88, which then homodimerizes and activates the kinases IRAK1 (interleukin 1 receptor-associated kinase 1) and IRAK4 (interleukin 1 receptor-associated kinase 4) in a multiprotein complex called the myddosome [ 97 ].
In the presence of the MYD88 L265P mutation, the myddosome assembles independently of TLR activation, leading to constitutive activation of IRAKs [ 99 ]. This triggers downstream signaling through NFκB, JAK/STAT, and Ras/Erk, ultimately driving increased proliferation and survival of tumor cells [ 16 , 81 , 84 , 100 ].
The mutant MYD88 protein can also associate with BTK, a key mediator of BCR signaling, thereby amplifying pathways involved in immune response, cell proliferation, and survival. The MYD88/BTK complex can therefore affect the expression and stability of several oncogenes, e.g., MYC or IL-6 (interleukin 6) [ 16 , 101 , 102 ]. In addition, MYD88 mutations enhance activation of HCK (hematopoietic cell kinase), which in turn promotes survival signaling via multiple effectors, including SYK (spleen-associated tyrosine kinase) [ 103 , 104 , 105 ].
Given its central role in WM pathogenesis, MYD88 has become an attractive therapeutic target. Several approaches targeting this pathway have been proposed in the past, including MYD88 inhibitors [ 106 ], MYD88 oligomerization disruptors [ 107 ], and gene silencing oligonucleotides [ 108 ].
4.2. CXCR4
Mutations in the CXCR4 gene, located on chromosome 2q22.1, are present in approximately 30–40% of WM patients [ 18 ]. To date, more than 40 distinct CXCR4 mutations have been identified in WM. These mutations predominantly affect the C-terminal domain of the protein and are classified as either frameshift or nonsense mutations [ 84 , 109 ].
Frameshift mutations typically disrupt up to 40 amino acids in the C-terminal domain, while nonsense mutations result in premature truncation of the distal 15–20 amino acids [ 84 , 109 ]. The most common variant is the CXCR4 S338X , which introduces a premature stop codon at amino acid position 338, leading to early termination of translation. This mutation arises from a C>A or C>G substitution at position 1013 of the CXCR4 transcript [ 109 , 110 ].
Mutations in the CXCR4 C-terminal domain are also found in patients with WHIM syndrome (warts, hypogammaglobulinemia, infection, and myelokathexis), an autosomal dominant immunodeficiency disorder [ 111 ]. Acquired CXCR4 mutations are primarily subclonal and highly associated with coexisting MYD88 mutations. Notably, individual patients may harbor more than one CXCR4 mutation [ 112 , 113 ].
Clinically, patients harboring CXCR4 mutations tend to exhibit distinct disease features. Compared with WT cases, they show less frequent adenopathy but higher rates of BM infiltration, higher serum IgM levels, symptomatic hyperviscosity, and an increased incidence of acquired von Willebrand disease [ 32 , 90 , 110 , 114 , 115 ]. Nonsense mutations, in particular, have been linked to poorer prognosis compared to frameshift mutations [ 90 , 115 , 116 ].
To understand the biological consequences of these mutations, it is essential to consider the normal role of CXCR4 in hematopoietic cells. CXCR4 is a G-protein-coupled chemokine transmembrane receptor characterized by a conserved motif containing a single amino acid between two cysteine residues. It is expressed on most hematopoietic cell types [ 117 ]. In adults, CXCR4 plays a critical role in regulating stem cell retention within the BM [ 118 , 119 ]. Its primary ligand is SDF-1, also known as CXCL12, which is secreted by BM stromal cells [ 120 , 121 , 122 ].
When the ligand binds to the CXCR4 receptor, signaling pathways that regulate chemotaxis, migration, proliferation, stemness, and the cell cycle are activated. Such signaling pathways include MAPK/Erk and PI3K/Akt [ 118 , 123 ]. Under physiological conditions, CXCR4 signaling is attenuated through phosphorylation of its C-terminal domain by G-protein-coupled receptor kinases GRK2 and GRK3. However, CXCR4 mutations frequently lead to truncation of this domain, preventing its phosphorylation and thereby sustaining aberrant survival signaling. Notably, higher CXCR4 expression has also been observed in CXCR4WT patients [ 78 ].
4.3. TP53
p53 plays a crucial role in maintaining genomic stability, regulating the cell cycle, and inducing apoptosis. Abnormalities involving TP53 , including point mutations and chromosomal deletions, such as loss of the short arm of chromosome 17, are clinically significant events in WM. Reported frequencies of TP53 mutations (5–25%) and del(17p) (7–15%) vary across studies depending on cohort composition and methodological sensitivity [ 18 , 124 , 125 , 126 , 127 ]. Most TP53 mutations are missense variants, while frameshift and nonsense mutations occur infrequently [ 128 ].
TP53 mutations are typically subclonal at diagnosis but may expand with the accumulation of genomic instability, reflecting disease evolution and clonal selection [ 123 , 124 , 126 ]. Although not considered primary drivers of WM initiation, they contribute to aggressive disease biology and are linked to histologic transformation to diffuse large B-cell lymphoma. Therefore, the detection of low-frequency TP53 -mutated subclones at early disease stages may be clinically relevant for risk stratification and longitudinal monitoring [ 129 , 130 , 131 ].
Across studies, TP53 abnormalities correlate with higher BM tumor burden, shorter time to treatment, and inferior clinical outcomes [ 25 , 125 , 128 ]. They are also associated with treatment resistance and reduced response durability to both chemoimmunotherapy and targeted agents [ 124 , 127 , 132 ]. Several reports identify TP53 mutations as an independent adverse prognostic factor for OS and progression-free survival (PFS) [ 18 , 25 , 125 , 128 , 132 ].
Although some smaller studies have not observed statistically significant effects, likely due to cohort heterogeneity, treatment differences, and limited event numbers [ 126 , 132 , 133 , 134 ], the overall evidence supports TP53 as a high-risk molecular feature in WM. Current consensus recommendations advise assessing TP53 status at diagnosis and prior to each new line of therapy, as these lesions may emerge during disease progression [ 135 ].
4.4. Other Recurrent Genetic Aberrations
Cytogenetic aberrations are frequently observed in WM, contributing to disease heterogeneity and progression. The most common chromosomal aberration is the deletion of the long arm of chromosome 6 (del(6q)), which occurs in 30–60% of patients. This deletion typically spans the 6q21 to 6q25 region and affects several regulators of key genes like BTK , BCL2, and NFκB , all of which play important roles in B cell survival, apoptosis, and differentiation [ 110 , 136 , 137 ].
Del(6q) is associated with a more aggressive disease phenotype and a higher likelihood of symptomatic transformation. It generally arises as a secondary event following the acquisition of the MYD88 mutation, and it rarely co-occurs with CXCR4 mutations, suggesting distinct evolutionary pathways. This deletion is also commonly found in association with gains in the short arm of chromosome 6, mostly due to the presence of an isochromosome 6, further contributing to genomic complexity [ 85 , 136 , 137 , 138 , 139 ].
Less frequent cytogenetic aberrations in WM include del(13q), del(17p), and trisomy of chromosomes 4, 12, 18 [ 18 , 84 , 125 ]. As the disease progresses, genomic instability and clonal complexity increase, particularly in relapsed or refractory patients. This is reflected by a higher prevalence of copy number aberrations and other structural chromosomal abnormalities during later stages of the disease [ 140 , 141 ].
In addition, other recurrent somatic mutations have been identified in WM. Point mutations in ARID1A (AT-rich interaction domain 1A) are detected in approximately 17% of patients, and mutations in CD79A and CD79B occur in 8% and 12% of cases, respectively [ 84 , 101 , 124 , 128 , 131 , 134 , 142 ]. The most common genetic aberrations identified in WM are depicted in Figure 4 .
5. Epigenetic Dysregulation
5.1. Methylation
Epigenetic alterations, particularly changes in DNA methylation, play a significant role in the pathogenesis and heterogeneity of WM. A study by Roos-Weil et al. investigated MYD88 -mutated WM patients and stratified them into two subgroups based on their DNA methylation profiles [ 89 ]. One group of patients exhibited a methylation pattern resembling that of memory B cells, while the other group showed a profile similar to PCs, which correlates with the results from Gagler et al. [ 88 , 89 ]. A simultaneous analysis of DNA methylation changes in both normal B cell development and WM pathogenesis showed tumor-specific epigenetic events, revealing selective reprogramming of enhancer regions in MBC-like WM and the suppression of heterochromatic regions in PC-like WM. Interestingly, it was observed that CXCR4 mutations are a defining feature of an earlier MBC-like WM subtype, suggesting a less differentiated, earlier epigenetic stage. In contrast, del(6q) was more frequently observed in the PC-like WM subgroup, indicating a more advanced or differentiated epigenetic state [ 88 ].
Further insights into the epigenetic landscape were provided by Chohan et al., who compared the DNA methylation profiles of IgM MGUS patients, WM patients, and healthy controls [ 71 ]. When comparing WM/IgM MGUS with healthy controls, a significantly greater number of hypomethylated regions were observed in the 3′UTR, intron, and CpG shores. Conversely, a greater number of hypermethylated regions were observed in the promoter, 5′UTR, exon, and CpG island regions. Comparison of WM to IgM-MGUS showed a significantly greater number of hypomethylated regions in the promoter, 3′UTR, intron, exon, and CpG shore regions. On the other hand, a greater number of hypermethylated differentially methylated regions (DMRs) were seen in the 5′UTR and CpG island regions. These methylation changes correlated with the upregulation of key signaling pathways and genes, including IL-2, IL-6, CXCR4, PI3K/Akt, JAK/STAT, MAPK/Erk, all of which are known to contribute to WM pathobiology [ 71 ].
5.2. MicroRNA
MicroRNA (miRNA) are short non-coding RNA molecules. CD19+ tumor cells isolated from WM patients display a distinct miRNA expression profile compared to healthy counterparts [ 143 ]. Notably, WM cells exhibit upregulation of miR-155-5p, miR-206-3p, miR-494, miR-363, miR-184 and miR-524-3p, alongside downregulation of miR-9-3p and miR-23b-3p. These alterations affect tumor suppressors, cell-cycle regulators, and transcription factors, thereby promoting malignant cell survival and proliferation [ 144 ].
Among them, miR-155-5p is particularly important: its inhibition restores cyclin-dependent kinase inhibitors, suppresses MAPK/Erk, PI3K/Akt, and NFκB signaling, reduces BCL2 expression, and ultimately decreases proliferation, adhesion, and migration of WM cells both in vitro and in vivo [ 143 ].
Other dysregulated miRNAs contribute to epigenetic imbalance: miR-206-3p (upregulated) targets histone acetyltransferases, while miR-9-3p (downregulated) targets histone deacetylases, leading to aberrant acetylation and transcriptional dysregulation, and decreased expression of miR-9-3p compared to healthy individuals [ 144 , 145 ]. Reduced expression of miR-23-3p enhances NF-κB activation via SP1 (specificity protein 1) 3′ UTR, which is a transcription factor that positively influences the NFκB pathway [ 146 ]. Deletion of 13q removes miR-15a-5p and miR-16-5p, resulting in dysregulated BCL2 expression and impaired apoptosis [ 147 ].
Circulating exosomal miRNAs also exhibit disease-specific changes, with upregulation of miR-192-5p, miR-320b, miR-21-5p, and downregulation of tumor-suppressive let-7d, correlating with disease stage [ 148 , 149 ]. To date, no robust studies have reported other classes of non-coding RNAs in WM.
6. Cellular Signaling Networks Beyond MYD88/CXCR4
6.1. STAT3
STAT3 is a transcription factor primarily involved in regulating immune responses and inflammation [ 150 ]. In B cells, STAT3 activation occurs downstream of cytokine receptors that signal through JAK and TYK kinases, which phosphorylate and activate STAT3, thereby promoting its transcriptional activity. One of the key activating cytokines is interleukin 21 (IL-21) [ 151 ]. IL-21 is highly expressed by activated T cells. WM cells express the IL-21 receptor. This interaction induces the secretion and proliferation of IgM in WM cells, primarily through increased expression of BLIMP-1 (a regulator of plasma cell differentiation) and XBP-1 (a regulator of Ig secretion). However, when a STAT3 inhibitor was introduced into the WM cells, this effect was abolished [ 152 ].
STAT3 can also be activated indirectly by mutant MYD88, which recruits SYK, a component of the BCR signaling pathway. Inhibition of SYK induces apoptosis in MYD88 -mutated WM cells, underscoring a mechanistic link between MYD88 signaling and STAT3 activation [ 104 ]. Additionally, recent studies have demonstrated significant upregulation of the IL-6/STAT3 pathway in WM, further implicating STAT3 as a central driver of disease biology [ 80 ].
6.2. FGFR3
Fibroblast growth factor receptors (FGFRs) are tyrosine kinase receptors that mediate the activity of fibroblast growth factors and regulate diverse biological processes, including cell growth, migration, and apoptosis. Among them, FGFR3 has been found to be overexpressed in WM patients compared with healthy controls. FGFR3 phosphorylation activates several downstream pathways, including STAT3, Raf, and Erk [ 153 ]. Pharmacologic inhibition of FGFR signaling with tyrosine kinase inhibitors has been shown to effectively silence these pathways in WM cells [ 153 ].
More recently, Sacco et al. demonstrated that FGF traps, which bind FGFs, can inhibit WM cell proliferation and induce apoptosis. Blockade of FGF/FGFR signaling also suppressed MYD88-driven pathways, including BTK, SYK, and HCK, highlighting crosstalk between FGFR and canonical WM signaling pathways [ 154 ].
6.3. PI3K
PI3K is a central component of the PI3K/Akt/mTOR signaling pathway, which regulates cell proliferation, survival, immunity, metabolism, and lymphocyte trafficking [ 155 , 156 ]. PI3K can be activated through multiple receptors, including FGFR, BCR, and TLR [ 155 ]. Upon activation, PI3K phosphorylates phosphatidylinositol-4,5-bisphosphate (PIP2) to generate phosphatidylinositol-3,4,5-trisphosphate (PIP3), which recruits oncogenic signaling proteins, such as Akt. Akt in turn phosphorylates several substrates, including the mTOR protein kinase, typically functioning within larger complexes [ 155 ]. The phosphatase PTEN (phosphatase and tensin homolog) serves as a crucial negative regulator of the PI3K/Akt/mTOR axis [ 155 ].
In the context of WM, hyperactivation of Akt has been consistently described. Leleu et al. reported higher levels of phosphorylated Akt in CD19+ BM cells from WM patients compared with CD19+ BM cells from healthy donors. They also described baseline Akt phosphorylation in WM cell lines [ 156 ]. Similarly, Roccaro et al. found that PTEN expression was significantly reduced in CD19+ WM cells compared to normal CD19+ control cells, resulting in constitutive activation of the PI3K/Akt pathway [ 157 ]. Pharmacologic inhibition of PI3K, Akt, or mTOR has been shown to induce cytotoxicity and apoptosis in WM cells [ 156 , 157 , 158 , 159 , 160 ].
6.4. IL-6
IL-6 is a proinflammatory cytokine with physiological roles in B cell differentiation and Ig production [ 161 ]. It has been shown that serum levels of IL-6 and its receptor IL-6R are significantly elevated in WM patients, suggesting a pathogenic role in this malignancy [ 162 ]. In WM cells, IL-6 promotes IgM production through CCL5 (C-C motif chemokine ligand 5) signaling. CCL5 concentrations are markedly increased in both serum and BM of WM patients, where they positively correlate with disease aggressiveness [ 163 ]. CCL5 then induces IL-6 expression in WM stromal cells via the GLI2 transcription factor and the PI3K/Akt pathway [ 163 , 164 ].
Subsequently, IL-6 activates the JAK/STAT pathway in WM cells, leading to enhanced IgM secretion [ 163 ]. Additionally, GLI2 has been identified as a transcriptional regulator of IL-6R expression in WM cells [ 165 ]. Therapeutic targeting of either GLI2 or IL-6R was shown to reduce IgM expression by WM cells, underscoring their importance in WM pathogenesis [ 165 , 166 ].
7. Therapy
7.1. Therapy of Today
The primary goal of treatment is to achieve long-term symptom control and maintain quality of life. Therapy should be administered only to those patients who are symptomatic [ 15 , 167 ]. The level of monoclonal IgM alone is not an indication to initiate treatment [ 168 , 169 ]; however, among patients with high IgM levels (>6000 mg/dL), data are conflicting [ 170 , 171 ]. The indicative symptoms of treatment include hyperviscosity, neuropathy, symptomatic adenopathy or organomegaly, amyloidosis, cryoglobulinemia, cold agglutinin disease, anemia, B symptoms, and cytopenia [ 109 , 167 , 168 , 172 ]. For patients requiring immediate disease control, such as those with symptomatic hyperviscosity, initial plasmapheresis is recommended. After plasmapheresis, systemic treatment should be initiated as soon as possible [ 173 ].
Since WM is a rare disease, only a few randomized trials and limited data are available for comparing different treatment approaches. No single optimal treatment regimen has yet been established; therefore, the choice of treatment must consider the patient’s current clinical status (clinical symptoms, tumor burden, requirement for rapid response) and mutational/genomic status. Assessing MYD88 , CXCR4, and TP53 mutational status is an emerging approach for genomically driven therapy [ 174 ].
A subset of symptomatic WM patients displays unfavorable outcomes. The most recent expert recommendation from the 12th International Workshop on Waldenstrom’s Macroglobulinemia defined high-risk symptomatic disease as a combination of: advanced chronological age, low serum albumin, elevated serum lactate dehydrogenase, elevated beta-2-microglobulin (β2M), and the presence of TP53 alterations. Routine assessment of TP53 mutations and del(17p) is now recommended before starting a new line of therapy [ 135 ].
Relapse is common in WM. The choice of subsequent therapy depends on prior treatment, its tolerability, and the duration of response [ 175 , 176 ]. Additional factors that influence treatment selection are: mutational status ( MYD88 , CXCR4 , TP53 ), biological age, comorbidities, transplant eligibility, and patient preference [ 175 ]. Retreatment with the same regimen may be appropriate after a durable remission, while early relapse (<24 months) or refractory disease requires a switch to an alternative class of drugs [ 15 ].
Given the increasing number of available therapeutic options, current treatment approaches in WM are summarized in Table 2 to provide a concise overview of their clinical use, advantages, and limitations.
7.2. Future Directions
In efforts to enhance the efficacy of chemoimmunotherapy and to explore time-limited BTKi strategies, several studies evaluate combinations with proteasome inhibitors: (ECWM-1 trial: DRC with bortezomib, FIL-BRB study: BR + bortezomib) or BTKi (BRAWN trial: BR with acalabrutinib; ZBR trial: BR with zanubrutinib) [ 206 , 207 , 208 , 209 ]. The ECWM-1 study in newly diagnosed symptomatic WM demonstrated that adding bortezomib to DRC increased response depth without compromising safety, although no PFS benefit was observed [ 183 ]. In the prospective FIL-BRB study of relapsed WM, BR + bortezomib achieved a high response rate and prolonged PFS in indirect comparison with BR alone (30-month PFS of 79%; vs. 2-year PFS of 66%) [ 207 , 210 ]. In ZBR trial for treatment-naïve WM, six cycles of BR with zanubrutinib given for one year resulted in a 100% response rate with 93% major responses a 57% MRD negativity [ 209 ].
Targeted agents, such as antibody-drug conjugates, BCL2 inhibitors, phospholipid radioconjugates, noncovalent BTKi, and bispecific antibodies, represent the modern direction of WM therapy. There are ongoing studies exploring agents, such as loncastuximab teserine ( NCT05190705 ), sonrotoclax as monotherapy and in combination with zanubrutinib ( NCT05952037 ), and ipofosine ( NCT02952508 ), as well as combinations including carfilzomib with ibrutinib ( NCT04263480 ), pirtobrutinib with venetoclax ( NCT05734495 ), and rituximab with pembrolizumab ( NCT03630042 ).
Novel investigational compounds include bifunctional proteolysis-targeting chimeras (PROTACs) and ubiquitin-based molecular degraders designed to eliminate key components of the BCR pathway in MYD88 -mutated WM [ 211 , 212 , 213 ].
Cellular therapy with CAR-T cells has also entered WM research. In a retrospective analysis of patients with WM heavily pretreated prior to CAR-T, commercial anti-CD19 products (axi-cel and tisa-cel) achieved a 95% ORR, including 86% complete remissions, with 12-month PFS and OS of 70% and 84%, respectively. It is important to mention that these specific results were observed in histologically transformed WM, so the outcomes might differ significantly for non-transformed, indolent WM [ 214 ].
8. Conclusions
WM is a rare B-cell malignancy characterized by the clonal expansion of lymphoplasmacytic cells, overproduction of monoclonal IgM, and a heterogeneous clinical presentation. Over the past decade, major progress has been made in unraveling its molecular basis. The discovery of recurrent MYD88 L265P and CXCR4 mutations has provided key diagnostic and prognostic markers. Studies on intracellular signaling (NF-κB, PI3K/Akt/mTOR, JAK/STAT, BCR-associated kinases) and microenvironmental interactions have deepened our understanding of disease biology.
Therapeutically, BTKi have transformed the treatment paradigm, achieving durable responses in many patients. Nevertheless, resistance, particularly in MYD88WT , CXCR4 -mutated, and TP53 -altered disease, remains a major obstacle. New approaches, such as BCL2 inhibitors, PI3K/mTOR pathway blockade, noncovalent BTKi, antibody–drug conjugates, bispecific antibodies, and cellular adoptive immunotherapy, provide additional options but are not yet curative. Genomically driven therapy based on MYD88 , CXCR4 , and TP53 status is a current direction of WM care. Emerging research directions are further expanding the field. Epigenetic reprogramming and miRNA dysregulation have been identified as important contributors to WM pathogenesis and hold promise as biomarkers for disease monitoring and therapeutic stratification. Moreover, the identification of circulating miRNAs and methylation signatures may facilitate minimally invasive diagnostics and guide precision medicine strategies.
Looking forward, the greatest challenges will be overcoming resistance to BTKi, developing effective drug combinations, and harnessing novel immunotherapies. Integrating genomic, epigenomic, and immune profiling into clinical decision-making will be crucial for personalizing therapy and enhancing patient outcomes. Ultimately, translating these molecular insights into rational therapeutic strategies offers the best path toward durable disease control and potentially cure of WM.
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Author Contributions
Conceptualization, T.R. and J.K.; resources, T.R. and M.K.; writing—original draft preparation, T.R. and M.K.; writing—review and editing, T.R., M.K., Z.C., V.S. and J.K.; visualization, T.R.; supervision, S.Š.; project administration, S.Š.; funding acquisition, S.Š. All authors have read and agreed to the published version of the manuscript.
Institutional Review Board Statement
Not applicable.
Informed Consent Statement
Not applicable.
Data Availability Statement
No new data were created or analyzed in this study. Data sharing is not applicable to this article.
Conflicts of Interest
The authors declare no conflicts of interest.
Abbreviations
The following abbreviations are used in this manuscript: Akt protein kinase B ARID1A AT-rich interaction domain 1A ATM ataxia telangiectasia mutated anti-MAG anti-myelin-associated glycoprotein β2M beta-2-microglobulin BCR B cell receptor BDR bortezomib, dexamethasone, rituximab BLIMP-1 regulator of plasma cell differentiation BM bone marrow BR bendamustine, rituximab BTK Bruton’s tyrosine kinase BTKi Bruton’s tyrosine kinase inhibitors CCL5 C-C motif chemokine ligand 5 CLL chronic lymphocytic leukemia CRD carfilzomib, rituximab, dexamethasone ctDNA circulating tumor DNA CXCL12 C-X-C chemokine ligand 12 CXCR4 C-X-C chemokine receptor 4 DAMPs damage-associated molecular patterns ddPCR droplet digital PCR DMRs differentially methylated regions DRC dexamethasone, rituximab, cyclophosphamide Eph-B2 ephrin receptor B2 FGFRs fibroblast growth factor receptors HCK hematopoietic cell kinase IGH immunoglobulin heavy locus IgM monoclonal immunoglobulin M IgM MGUS-NOS IgM MGUS-not otherwise described IgM MGUS-PC IgM MGUS-plasma cell IL-1R Interleukin 1 receptor IL-6 interleukin 6 IL-21 interleukin 21 IRAK1 interleukin 1 receptor-associated kinase 1 IRAK4 interleukin 1 receptor-associated kinase 4 JAK Janus kinase MBC-like memory B cell-like MGUS monoclonal gammopathy of undetermined significance MM multiple myeloma MRD minimal residual disease MYD88 myeloid differentiation primary response 88 NF-κB nuclear factor kappa light chain enhancer of activated B cells OS overall survival PAMPs pathogen-associated molecular patterns PC plasma cell PIP2 phosphatidylinositol-4,5-bisphosphate PIP3 phosphatidylinositol-3,4,5-trisphosphate PI3K phosphatidylinositol 3-kinase PROTACs proteolysis-targeting chimeras PTEN phosphatase and tensin homolog SDF1 stromal cell-derived factor 1 STAT signal transducer and activator of transcription proteins SYK spleen associated tyrosine kinase TIR toll/IL-1R TLR toll-like receptor Tregs T regulatory cells TNFAIP3 tumor necrosis factor alpha-induced protein 3 WM Waldenström macroglobulinemia wt wild-type XBP-1 regulator of Ig secretion
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