Case-control studies

On this page

The Basics - Looking Backwards

  • Retrospective & Observational: Starts with the outcome and looks back in time for exposure.
  • Groups: Compares a group with the disease (cases) to a group without the disease (controls).
  • Goal: To determine if a past exposure is associated with the current outcome.

📌 Mnemonic: Case-Control looks back in time to find the cause.

⭐ The primary measure of association calculated in a case-control study is the Odds Ratio (OR).

  • Odds Ratio (OR): $OR = (a/c) / (b/d) = ad/bc$

Pros & Cons - A Quick Trade-off

Strengths:

  • Quick & Inexpensive: Ideal for initial investigations as they are faster and more economical than cohort studies.
  • Rare Diseases: Excellent for studying conditions with low prevalence, as you start with known cases.
  • Long Latency Periods: Efficient for diseases that take many years to develop following an exposure.

Weaknesses:

  • Bias Prone: Highly susceptible to several biases, most notably:
    • Recall Bias: Cases may remember past exposures differently than controls.
    • Selection Bias: Controls may not be representative of the population that produced the cases.
  • Cannot Calculate Incidence/Prevalence: This design does not follow a population over time, so true rates cannot be determined.

⭐ Case-control studies are particularly well-suited for investigating outbreaks and rare diseases.

Bias Traps - Spotting the Flaws

  • Selection Bias: Controls are not representative of the population that produced the cases.
    • Berkson's Bias: Hospitalized controls are more likely to have other health issues than the general population.
    • Neyman Bias (Prevalence-Incidence): Misses fatal, mild, or silent cases, skewing the data.
  • Recall Bias: Cases, aware of their disease, may recall exposures differently than controls.

    ⭐ Recall bias is a major limitation, where cases (who have the disease) may remember past exposures differently than controls (who do not).

  • Observer Bias: Investigator's knowledge of case/control status influences data collection.
  • Confounding: A third variable is associated with both exposure and outcome, distorting the true relationship.
    • Mitigation: Use matching (e.g., for age, sex) or statistical adjustment.

Data Analysis - The Odds Ratio

  • Calculated in case-control studies to estimate the strength of association between an exposure and a disease.
  • Uses a 2x2 table:
Cases (Disease)Controls (No Disease)
Exposedab
Unexposedcd
  • Interpretation:
    • OR > 1: ↑ Odds of exposure in cases (risk factor).
    • OR < 1: ↓ Odds of exposure in cases (protective factor).
    • OR = 1: No association.

Odds Ratio Calculation in Case-Control Studies

⭐ If the 95% confidence interval for the odds ratio includes 1.0, the association is not statistically significant.

High‑Yield Points - ⚡ Biggest Takeaways

  • Retrospective design that starts with the outcome (disease) and looks backward for associated exposures.
  • Best for studying rare diseases or those with long latency periods.
  • The primary measure of association is the Odds Ratio (OR).
  • Cannot be used to calculate incidence or prevalence.
  • Highly susceptible to recall bias and selection bias (especially in choosing controls).
  • Groups are defined by disease status (cases vs. controls).

Practice Questions: Case-control studies

Test your understanding with these related questions

A researcher is studying whether a new knee implant is better than existing alternatives in terms of pain after knee replacement. She designs the study so that it includes all the surgeries performed at a certain hospital. Interestingly, she notices that patients who underwent surgeries on Mondays and Thursdays reported much better pain outcomes on a survey compared with those who underwent the same surgeries from the same surgeons on Tuesdays and Fridays. Upon performing further analysis, she discovers that one of the staff members who works on Mondays and Thursdays is aware of the study and tells all the patients about how wonderful the new implant is. Which of the following forms of bias does this most likely represent?

1 of 5

Flashcards: Case-control studies

1/10

_____ studies are observational studies that compare a group of people with disease to a group without disease

TAP TO REVEAL ANSWER

_____ studies are observational studies that compare a group of people with disease to a group without disease

Case-control

browseSpaceflip

Enjoying this lesson?

Get full access to all lessons, practice questions, and more.

Start Your Free Trial