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“The Future of Longitudinal Studies:
What we know; What we don’t know; What we need to know”

Inferring Causality from Longitudinal Studies
Chaired By: Elizabeth Owens, University Of California, Berkeley
Friday, March 21, 2003

Helena Chmura Kraemer
"Randomized Clinical Trial (RCT) Methodology and Causality"
Stanford University

Inference for causation lies in study design, not in the analysis of the data. Unfortunately, untoward inferences are often drawn from correlational or observational longitudinal studies (e.g., the biomedical “finding” that hormone replacement prevents heart disease, which current indications suggest is false). To show that A causes B, one needs to show that: (1) A precedes B (hence, longitudinal studies), (2) A is correlated with B (i.e., A is a "risk factor" for B), and (3) that there is no other explanation for the association other than causality (i.e., other explanations have been eliminated.). If we know only (2): A can be described as “a correlate of” B, and if we know both (1) and (2): A can be described as a “risk factor” for B. To show (1) requires a longitudinal study and there are many approaches to showing (2), but how do we show (3)?

One answer is that the causal effect of A [some therapy or intervention] on B [some outcome measure] for subject i is: E(B/A)-E(B/not-A). That is, what B would be if exposed to causal factor A, compared to what it would be if not exposed. Although we can’t make this calculation for an individual (because exposure at one time might affect later response), it may be estimated for a population. This definition of the "causal effect" leads directly to: the necessity of a representative sample from the population, the definition of a control/comparison group (not-A), randomization to the two conditions (A and not-A) to control for selection bias, "blinded" assessment of outcome to remove the possibility of measurement bias, analysis by intention to treat, estimation of the causal effect of A on B in that population, the demonstration of statistical significance, and the indication of clinical or practical significance. In short, this leads to RCT methodology.

While cross-sectional studies allow one to identify correlations only, observational longitudinal studies (OLS) allow one to identify risk factors and can aid in the design of RCTs. However, only RCT designs allow one to claim causality with assurance that the proper criteria have been met, and any causal inference from an RCT, of course, requires replication, as do all scientific results. However, this is not to say that OLSs are not of great importance and use. In an OLS, one might identify 200-300 risk factors, and can begin to remove the “silt” (proxies, and overlapping risk factors) to get down to the important constructs and potential moderators and mediators to test in an RCT. OLSs point us in the right direction, help us design RCTs (e.g., help us estimate effect sizes), and make inferences of causation in RCTs possible.

Helena Chmura Kraemer's presentation "Inferring Causality from Longitudinal Studies" can be viewed in PDF format, using Adobe® Acrobat® Reader®.


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