Mendelian randomization
Open accessAbstract
Mendelian randomization (MR) is a term that applies to the use of genetic variation to address causal questions about how modifiable exposures influence different outcomes. The principles of MR are based on Mendel’s laws of inheritance and instrumental variable estimation methods, which enable the inference of causal effects in the presence of unobserved confounding. In this Primer, we outline the principles of MR, the instrumental variable conditions underlying MR estimation and some of the methods used for estimation. We go on to discuss how the assumptions underlying an MR study can be assessed and describe methods of estimation that are robust to certain violations of these assumptions. We give examples of a range of studies in which MR has been applied, the limitations of current methods of analysis and the outlook for MR in the future. The differences between the assumptions required for MR analysis and other forms of epidemiological studies means that MR can be used as part of a triangulation across multiple sources of evidence for causal inference. Mendelian randomization is a technique for using genetic variation to examine the causal effect of a modifiable exposure on an outcome such as disease status. This Primer by Sanderson et al. explains the concepts of and the conditions required for Mendelian randomization analysis, describes key examples of its application and looks towards applying the technique to growing genomic datasets.
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TL;DR
Mendelian randomization (MR) uses genetic variants as instrumental variables to address causal questions about modifiable exposures while avoiding bias from unobserved confounding. This Primer outlines MR principles, IV assumptions, estimation and sensitivity methods, applications, limitations, and future directions.
Key findings
- MR relies on four conditions: the three instrumental variable conditions plus a point-estimate-identifying condition; a first-stage F-statistic >10 is described as a minimum criterion indicating weak instrument bias is small, though it does not prove instrument validity.
- Summary-data MR commonly uses inverse-variance weighting of variant-specific Wald ratios; pleiotropy-robust methods include weighted median, weighted mode, MR Egger, MR PRESSO, MR RAPS, MR GRAPPLE, and multivariable MR, each imposing different assumptions and often reducing power.
- In applications, MR using ALDH2 and ADH1B variants across average alcohol consumption from 4 g/week to 256 g/week found a dose-response relationship with stroke and no strong protective or detrimental effect on coronary heart disease; MR studies of HDL-C showed no protective effect on CHD, consistent with subsequent RCTs.
- An MR study of childhood and adult body size detected 295 and 557 independent SNPs, respectively; multivariable MR suggested only adult body size had an independent causal effect on CHD and type 2 diabetes, while early-life body size was more strongly inversely related to breast cancer.
Methods
- This is a Primer/review, not a new empirical study; it describes MR principles, IV conditions, individual-level two-stage least squares, summary-level inverse-variance weighting, sensitivity analyses, software packages, and extensions such as bidirectional, multivariable, mediation, and non-linear MR.
- Data discussed include individual-level and summary-level genetic association data, often from GWAS and biobanks such as UK Biobank and China Kadoorie Biobank, used in published MR applications.
- The main analysis is conceptual and methodological synthesis; no new quantitative meta-analysis or primary dataset analysis is reported.
Limitations
- The paper states that MR cannot easily correct confounding of genetic variants and the outcome from population stratification, dynastic effects, and assortative mating; selection bias, survival bias, canalization, and misspecification of the primary phenotype as GWAS grow are also highlighted.
- The paper notes that pleiotropy-robust methods are not truly robust to all types of pleiotropy, often have less statistical power and wider confidence intervals, and that consistent results across methods do not guarantee absence of bias.
- Evident from the text: as a Primer, it does not present a systematic review or exhaustive list of all MR methods, and the described applications are illustrative rather than comprehensive.
Model-written summary. Check it against the paper before relying on it.
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Claims the paper makes
0 of 130 cited sources checked · 0 supported · 0 flagged
- Premisereasoning
The capacity to use two different samples for MR analyses has dramatically broadened the scope of MR studies.
“The capacity to use two different samples for MR analyses has dramatically broadened the scope of MR studies because when either the desired exposure or outcome of a study is rare or expensive to measure, it can be difficult to identify a dataset with data on the genetic instrument, exposure and outcome.”
Quote in the paperSubstantial claim - Interpretationreasoning
Bias originating from confounding of the exposure and outcome should not influence the MR estimate.
“Bias originating from confounding of the exposure and outcome should not influence the MR estimate.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Genetic variants provide a source of exogenous variation in the exposure and can act as an instrumental variable.
- Premisereasoning
In MR using unrelated individuals, the similarity between the allele groups is not guaranteed as with a well-conducted RCT.
“In MR using unrelated individuals, the similarity between the allele groups is not guaranteed as with a well-conducted RCT.”
Quote in the paperSubstantial claim - Premisenone given
When individual-level data are used for estimation, the statistical power of an MR analysis increases in proportion to the sample size and the variance in the exposure explained by the genetic instruments.
“When individual-level data are used for estimation, the statistical power of an MR analysis (or equivalently, the precision of the estimate that can be derived) increases in proportion to the sample size and the variance in the exposure explained by the genetic instruments.”
Quote in the paperNot a substantial claim - Premisenone given
Associations between allele distribution and traits can exist at a population level owing to population stratification or assortative mating.
“Further, associations between allele distribution and traits can exist at a population level owing to population stratification or assortative mating.”
Quote in the paperSubstantial claim
- Premisecitation
If the genetic variants used in MR influence who has available outcome data - either owing to differential survival or study participation - the MR study will be biased.
“Similarly, if the genetic variants used in MR influence who has available outcome data — either owing to differential survival or study participation — the MR study will be biased.31”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [31] Davey Smith, G. Epigenesis for epidemiologists: does evo-devo have implications for population health research and practice? Int. J. Epidemiol. 41, 236–247 (2012). source
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- Premisenone given
There are important additional assumptions required for causal inference and effect estimation in MR that are different to those used in other causal effect estimation methods.
“However, there are important additional assumptions required for causal inference and effect estimation that are different to those used in other causal effect estimation methods.”
Quote in the paperSubstantial claim - Premisecitation
Using multiple genetic instruments in combination improves statistical power because the combination increases the total fraction of the exposure variance explained by the instruments.
“Using multiple genetic instruments in combination improves statistical power because the combination increases the total fraction of the exposure variance explained by the instruments.27,41”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [27] Hernán, M. A. & Robins, J. M. Instruments for causal inference: an epidemiologist’s dream? Epidemiology 17, 360–372 (2006). source
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- cites [41] Holmes, M. V., Richardson, T. G., Ference, B. A., Davies, N. M. & Davey Smith, G. Integrating genomics with biomarkers and therapeutic targets to invigorate cardiovascular drug development. Nat. Rev. Cardiol. 18, 435–453 (2021). source
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- Premisecitation
The three IV conditions are not sufficient to derive a point estimate of the size of the effect of the exposure on the outcome.
“However, they are not sufficient to derive a point estimate of the size of the effect of the exposure on the outcome.28,29”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [28] Swanson, S. A., Hernán, M. A., Miller, M., Robins, J. M. & Richardson, T. S. Partial identification of the average treatment effect using instrumental variables: review of methods for binary instruments, treatments, and outcomes. J. Am. Stat. Assoc. 113, 933–947 (2018). source
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- cites [29] Staley, J. R. & Burgess, S. Semiparametric methods for estimation of a nonlinear exposure–outcome relationship using instrumental variables with application to Mendelian randomization. Genet. Epidemiol. 41, 341–352 (2017). source
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- Premisereasoning
Biases that compromise the interpretation of an RCT can also undermine MR studies.
“Biases that compromise the interpretation of an RCT can also undermine MR studies.”
Quote in the paperNot a substantial claim - Premisecitation
Interpretation of results from MR studies relies on four conditions.
“Interpretation of results from MR studies relies on four conditions.12,24”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [12] Glymour, M. M. Natural experiments and instrumental variable analyses in social epidemiology. Methods Soc. Epidemiol. 1, 429 (2006).
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- cites [24] Palmer, T. M. et al. Using multiple genetic variants as instrumental variables for modifiable risk factors. Stat. Methods Med. Res. 21, 223–242 (2011). source
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- Premisenone given
When summary data are used, the precision of the MR estimate depends on how precisely the associations between the genetic variants and the outcome have been estimated.
“When summary data are used, the precision of the MR estimate depends on how precisely the associations between the genetic variants and the outcome have been estimated — in other words, how large the standard error of the estimated association is.”
Quote in the paperNot a substantial claim - Premisecitation
IV analyses can be applied to any potential source of randomization, including intentionally designed RCTs or quasi-randomization in natural experiments.
“IV analyses can be applied to any potential source of randomization, including intentionally designed RCTs or quasi-randomization in natural experiments.15,16”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [15] Angrist, J. D. & Krueger, A. B. Instrumental variables and the search for identification: from supply and demand to natural experiments. J. Econ. Perspect. 15, 69–85 (2001). source
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- cites [16] Rassen, J. A., Brookhart, M. A., Glynn, R. J., Mittleman, M. A. & Schneeweiss, S. Instrumental variables I: instrumental variables exploit natural variation in nonexperimental data to estimate causal relationships. J. Clin. Epidemiol. 62, 1226–1232 (2009). source
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- Premisecitation
The essence of an MR design is that the association between a genetic variant (G) and an outcome (Y) can be used to test whether and by how much the exposure of interest (X) influences the outcome, provided that the genetic variant is associated with the exposure of interest and has no other source of association with the outcome.
“The essence of an MR design is that the association between a genetic variant (G) and an outcome (Y) can be used to test whether and by how much the exposure of interest (X) influences the outcome, provided that the genetic variant is associated with the exposure of interest and has no other source of association with the outcome.1,9”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [1] Davey Smith, G. & Ebrahim, S. ‘Mendelian randomization’: can genetic epidemiology contribute to understanding environmental determinants of disease? Int. J. Epidemiol. 32, 1–22 (2003). source
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- cites [9] Davey Smith, G. & Ebrahim, S. Mendelian randomization: prospects, potentials, and limitations. Int. J. Epidemiol. 33, 30–42 (2004). source
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- Premisereasoning
A potential disadvantage of the ITT estimate is that it does not give the magnitude of the effect of the exposure on the outcome; it only determines whether or not there is a causal effect.
“A potential disadvantage of the ITT estimate, for many questions of substantive interest, is that it does not give the magnitude of the effect of the exposure on the outcome — for example, of CRP on SBP in the above example. It only determines whether or not there is a causal effect.”
Quote in the paperSubstantial claim - Premisecitation
When multiple genetic variants can be identified that fulfill the IV conditions, they can be used to improve the statistical power of MR analyses.
“When multiple genetic variants can be identified that fulfill the IV conditions, they can be used to improve the statistical power of MR analyses.26,27”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [26] Davies, N. M. et al. The many weak instruments problem and Mendelian randomization. Stat. Med. 34, 454–468 (2015). source
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- cites [27] Hernán, M. A. & Robins, J. M. Instruments for causal inference: an epidemiologist’s dream? Epidemiology 17, 360–372 (2006). source
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- Premisecitation
IV analyses are an alternative estimation method that can be used to derive an estimate of the causal effect of the treatment on the outcome by accounting for the size of the association between randomization and the exposure.
“IV analyses are an alternative estimation method that can be used to derive an estimate of the causal effect of the treatment (here, CRP) on the outcome (SBP) by accounting for the size of the association between randomization and CRP.3,4,12–15”
Quote in the paperSubstantial claim0 of 6 sources checked- cites [3] Hernán, M. A. & Robins, J. M. Causal Inference: What If (Chapman & Hall/CRC, 2020).
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- cites [4] Greenland, S. An introduction to instrumental variables for epidemiologists. Int. J. Epidemiol. 29, 722–729 (2000). source
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- cites [12] Glymour, M. M. Natural experiments and instrumental variable analyses in social epidemiology. Methods Soc. Epidemiol. 1, 429 (2006).
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- cites [13] Martens, E. P., Pestman, W. R., de Boer, A., Belitser, S. V. & Klungel, O. H. Instrumental variables: application and limitations. Epidemiology 17, 260–267 (2006). source
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- cites [14] Lousdal, M. L. An introduction to instrumental variable assumptions, validation and estimation. Emerg. Themes Epidemiol. 15, 1 (2018). source
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- cites [15] Angrist, J. D. & Krueger, A. B. Instrumental variables and the search for identification: from supply and demand to natural experiments. J. Econ. Perspect. 15, 69–85 (2001). source
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- Premisecitation
The particular genetic variants used in the MR may also have effects on the outcome that are not due to the exposure received by the individual.
“The particular genetic variants used in the MR may also have effects on the outcome that are not due to the exposure received by the individual.23”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [23] Didelez, V., Meng, S. & Sheehan, N. A. Assumptions of IV methods for observational epidemiology. Statist. Sci. 25, 22–40 (2010).
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- Premisecitation
Deriving a point estimate requires an additional condition known as a point-estimate identifying condition or fourth IV condition.
“This requires an additional condition 28 known as a point-estimate identifying condition or fourth IV condition.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [28] Swanson, S. A., Hernán, M. A., Miller, M., Robins, J. M. & Richardson, T. S. Partial identification of the average treatment effect using instrumental variables: review of methods for binary instruments, treatments, and outcomes. J. Am. Stat. Assoc. 113, 933–947 (2018). source
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- Premisecitation
One further method for identifying potential violations of the IV conditions when the exposure is binary or categorical is using IV inequality constraints.
“One further method for identifying potential violations of the IV conditions when the exposure is binary or categorical is using IV inequality constraints.29,67,68”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [29] Staley, J. R. & Burgess, S. Semiparametric methods for estimation of a nonlinear exposure–outcome relationship using instrumental variables with application to Mendelian randomization. Genet. Epidemiol. 41, 341–352 (2017). source
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- cites [67] Diemer, E. W., Labrecque, J., Tiemeier, H. & Swanson, S. A. Application of the instrumental inequalities to a Mendelian randomization study with multiple proposed instruments. Epidemiology 31, 65–74 (2020). source
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- cites [68] Yang, Q., Sanderson, E., Tilling, K., Borges, M. C. & Lawlor, D. A. Exploring and mitigating potential bias when genetic instrumental variables are associated with multiple non-exposure traits in Mendelian randomization. Preprint at medRxiv https://doi.org/10.1101/19009605 (2019). source
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- Premisecitation
As a general rule, if the first-stage F-statistic is greater than 10, the level of weak instrument bias is small.
“As a general rule, if the first-stage F-statistic is greater than 10, the level of this bias is small.58,59”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [58] Stock, J. H. & Yogo, M. Testing for weak instruments in linear IV regression. Report No. 0898-2937 (National Bureau of Economic Research, 2002). source
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- cites [59] Brumpton, B. et al. Within-family studies for Mendelian randomization: avoiding dynastic, assortative mating, and population stratification biases. Nat. Commun. 11, 1–13 (2020). source
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- Premisereasoning
Multivariable Mendelian randomization can be used as an approach to address pleiotropic violations of the instrumental variable conditions.
“Multivariable MR can be used as an approach to address pleiotropic violations of the IV conditions.”
Quote in the paperSubstantial claim - Interpretationcitation
If the multivariable Mendelian randomization conditions are met, the estimates obtained will be a direct effect of each exposure included on the outcome, given the other exposures included in the estimation.
“If the above conditions are met, the estimates obtained from multivariable MR will be a direct effect of each exposure included on the outcome, given the other exposures included in the estimation.74”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [74] Chen, L., Davey Smith, G., Harbord, R. M. & Lewis, S. J. Alcohol intake and blood pressure: a systematic review implementing a Mendelian randomization approach. PLoS Med. 5, e52 (2008). source
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- Premisecitation
Estimation of causal effects using individual level data is most commonly implemented with some version of two-stage least squares (2SLS) estimation.
“Estimation of causal effects using individual level data is most commonly implemented with some version of two-stage least squares (2SLS) estimation (alternative methods include likelihood approaches common in structural equation modelling)54.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [54] Cole, S. R. et al. Illustrating bias due to conditioning on a collider. Int. J. Epidemiol. 39, 417–420 (2009). source
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- Premisecitation
Overidentification tests, such as the Sargan test, leverage the expectation that if all proposed IVs are valid, they should deliver identical IV effect estimates.
“These tests, such as the Sargan test,66 leverage the expectation that if all proposed IVs are valid, they should deliver identical IV effect estimates.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [66] Glymour, M. M., Tchetgen Tchetgen, E. J. & Robins, J. M. Credible Mendelian randomization studies: approaches for evaluating the instrumental variable assumptions. Am. J. Epidemiol. 175, 332–339 (2012). source
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- Premisecitation
Confounding of the genetic variants with the outcome in a sample can be induced by population stratification, dynastic effects and assortative mating, violating the second IV condition.
“However, confounding of the genetic variants with the outcome in a sample can be induced by population stratification, dynastic effects and assortative mating,60 violating the second IV condition.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [60] Hemani, G., Bowden, J. & Davey Smith, G. Evaluating the potential role of pleiotropy in Mendelian randomization studies. Hum. Mol. Genet. 27, R195–R208 (2018). source
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- Interpretationreasoning
As GWAS sample sizes increase, it becomes more likely that a primary phenotype has been misspecified.
“These issues are increasingly important to consider as the sample sizes used in GWAS are increasing, making it more likely that a primary phenotype has been misspecified”
Quote in the paperSubstantial claim - Premisecitation
With individual level data and a continuous exposure, non-linear Mendelian randomization can be applied to estimate whether the causal effect of the exposure on the outcome varies across different levels of the exposure.
“With individual level data and a continuous exposure, non-linear MR can be applied to estimate whether the causal effect of the exposure on the outcome varies across different levels of the exposure.30,108”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [30] Tyrrell, J. et al. Genetic predictors of participation in optional components of UK Biobank. Nat. Commun. 12, 886 (2021). source
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- cites [108] Sun, Y.-Q. et al. Body mass index and all cause mortality in HUNT and UK Biobank studies: linear and non-linear mendelian randomisation analyses. BMJ 364, l1042 (2019). source
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- Premisereasoning
Another form of pleiotropy arises when the exposure for Mendelian randomization estimation is misspecified and genetic variants associated with a confounder are used as instruments for the exposure under investigation.
“Another form of pleiotropy arises when the exposure for the MR estimation is misspecified and genetic variants associated with a confounder are used as instruments for the exposure under investigation (see Fig. 3f).”
Quote in the paperNot a substantial claim - Premisecitation
Violations of the third IV condition can be caused by pleiotropy, where genetic variants have effects on multiple phenotypes.
“Violations of the third IV condition can be caused by pleiotropy, where genetic variants have effects on multiple phenotypes.61,62”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [61] Davey Smith, G. & Hemani, G. Mendelian randomization: genetic anchors for causal inference in epidemiological studies. Hum. Mol. Genet. 23, R89–R98 (2014). source
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- cites [62] Burgess, S., Swanson, S. A. & Labrecque, J. A. Are Mendelian randomization investigations immune from bias due to reverse causation? Eur. J. Epidemiol. 36, 253–257 (2021). source
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- Premisecitation
Recent methods such as sisVIVE and adaptive LASSO provide MR estimates that are robust to pleiotropy under certain assumptions.
“Recent methods such as sisVIVE71 and adaptive LASSO72 provide MR estimates that are robust to pleiotropy under certain assumptions.”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [71] Windmeijer, F., Farbmacher, H., Davies, N. & Davey Smith, G. On the use of the lasso for instrumental variables estimation with some invalid instruments. J. Am. Stat. Assoc. 114, 1339–1350 (2019). source
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- cites [72] Jiang, L. et al. Constrained instruments and their application to Mendelian randomization with pleiotropy. Genet. Epidemiol. 43, 373–401 (2019). source
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- The authors state this as an assumption: sisVIVE and adaptive LASSO assume that multiple IVs are available and that a majority or plurality of the proposed IVs are valid.
- Study design and conductreasoning
If the instrumental variable conditions are satisfied, there should be no association between genetic variants for alcohol consumption and the outcome under consideration among women who do not drink or drink very little.
“If the IV conditions are satisfied, there should be no association between genetic variants for alcohol consumption and the outcome under consideration among women in the previous example.”
Quote in the paperSubstantial claim - Premisereasoning
Colocalization analysis can be used to determine whether two traits share causal variants in a single genetic region, without prior knowledge of which variant is causal for either trait.
“Colocalization analysis can be used to determine whether two traits share causal variants in a single genetic region, without prior knowledge of which variant is causal for either trait.”
Quote in the paperSubstantial claim - Study design and conductreasoning
The proposed genetic instrument should be unassociated with the outcome in the environmental setting where it is not associated with the exposure unless there are pleiotropic pathways from the genetic variant to the outcome.
“The proposed genetic instrument should be unassociated with the outcome in the environmental setting where it is not associated with the exposure unless there are pleiotropic pathways from the genetic variant to the outcome.”
Quote in the paperSubstantial claim - Premisenone given
If any SNPs violate IV conditions 2 or 3, then the allele score will also violate that condition.
“However if any SNPs violate IV conditions 2 or 3 (if any of the component SNPs influence the outcome through a mechanism other than the exposure of interest) then the allele score will also violate that condition.”
Quote in the paperSubstantial claim - Premisecitation
Controlling for a covariate that is influenced by the exposure or the outcome could bias the MR effect estimate.
“In either of these situations, controlling for such a covariate could bias the MR effect estimate.55–57”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [55] Munafò, M. R., Tilling, K., Taylor, A. E., Evans, D. M. & Davey Smith, G. Collider scope: when selection bias can substantially influence observed associations. Int. J. Epidemiol. 47, 226–235 (2018). source
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- cites [56] Hernán, M. A., Hernández-Díaz, S. & Robins, J. M. A structural approach to selection bias. Epidemiology 15, 615–625 (2004). source
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- cites [57] Staiger, D. & Stock, J. H. Instrumental variables regression with weak instruments. Report No. 0898-2937 (National Bureau of Economic Research, 1994). source
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- Interpretationreasoning
Consistent results across a range of Mendelian randomization methods is not a guarantee that results are free from bias.
“Consequently, consistent results across a range of methods is not a guarantee that results are free from bias.”
Quote in the paperSubstantial claim - Premisecitation
Mendelian randomization can be used to estimate the proportion of the effect of an exposure on an outcome that is mediated by an intermediate phenotype.
“MR can be used to estimate the proportion of the effect of an exposure on an outcome that is mediated by an intermediate phenotype.104,105”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [104] Carter, A. R. et al. Mendelian randomisation for mediation analysis: current methods and challenges for implementation. Eur. J. Epidemiol. 36, 465–478 (2021). source
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- cites [105] Relton, C. L. & Davey Smith, G. Two-step epigenetic Mendelian randomization: a strategy for establishing the causal role of epigenetic processes in pathways to disease. Int. J. Epidemiol. 41, 161–176 (2012). source
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- Interpretationreasoning
The tendency for neighbouring genetic variants to be correlated owing to linkage disequilibrium, together with many associated variants, could lead to violation of instrumental variable condition 2 where different neighbouring variants are causally associated to exposure and outcome through different pathways.
“This, together with the tendency for neighbouring genetic variants to be correlated owing to LD, could lead to the violation of IV condition 2 where different neighbouring variants happen to be causally associated to the exposure and outcome through different pathways (Fig 6a).”
Quote in the paperSubstantial claim - Premisenone given
Linkage disequilibrium means that the effects of neighbouring genetic variants can introduce additional associations between the variant of interest and the outcome, creating a bias analogous to that caused by pleiotropy.
“Additionally, linkage disequilibrium (LD) [G] means that the effects of neighbouring genetic variants can introduce additional associations between the variant of interest — and thus the exposure it relates to — and the outcome, creating a bias analogous to that caused by pleiotropy.”
Quote in the paperNot a substantial claim - Premisenone given
Bias due to overfitting is a concern when summary level data are used for estimation if the effect of the SNP on the exposure is in a dataset that overlaps with the dataset used to estimate the SNP−outcome association.
“Bias due to overfitting is a concern when summary level data are used for estimation if the effect of the SNP on the exposure is in a dataset that overlaps with the dataset used to estimate the SNP−outcome association.”
Quote in the paperNot a substantial claim - Premisecitation
Steiger filtering attempts to correct for misspecification by removing SNPs that explain more variation in the outcome than the exposure.
“Steiger filtering attempts to correct for this misspecification by removing SNPs that explain more variation in the outcome than the exposure.94”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [94] Brown, B. C. & Knowles, D. A. Welch-weighted Egger regression reduces false positives due to correlated pleiotropy in Mendelian randomization. Am. J. Hum. Genet. 108, 2319–2335 (2021). source
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- Premisecitation
When many SNPs are used as IVs, each with a very small effect, this can create a non-trivial bias towards the conventional effect estimate, known as weak instrument bias.
“When many SNPs are used as IVs, each with a very small effect, this can create a non-trivial bias towards the conventional effect estimate, known as weak instrument bias43.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [43] Burgess, S., Davies, N. M. & Thompson, S. G. Bias due to participant overlap in two-sample Mendelian randomization. Genet. Epidemiol. 40, 597–608 (2016). source
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- Premisecitation
The first IV condition can be tested using a first-stage F-statistic, which tests the association between the SNPs and the exposure.
“The first IV condition can be tested using a first-stage F-statistic [G], which tests the association between the SNPs and the exposure.”
Quote in the paperNot a substantial claim - Premisereasoning
When using individual data, overlap between the dataset used for instrument discovery and the dataset used for estimation can introduce a bias known as 'winners curse'.
“When using individual data, overlap between the dataset used for instrument discovery and the dataset used for estimation can introduce a bias known as ‘winners curse’.”
Quote in the paperNot a substantial claim - Interpretationcitation
If all instrumental variable conditions are satisfied, the multivariable Mendelian randomization estimate will differ from a univariable Mendelian randomization estimate where all or part of the effect of the exposure on the outcome acts through a mediating phenotype included in the multivariable Mendelian randomization estimation.
“If all of the IV conditions are satisfied, this estimate will differ from a univariable MR estimate where all or part of the effect of the exposure on the outcome acts through a mediating phenotype included in the multivariable MR estimation.104”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [104] Carter, A. R. et al. Mendelian randomisation for mediation analysis: current methods and challenges for implementation. Eur. J. Epidemiol. 36, 465–478 (2021). source
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- Premisereasoning
With individual-level data, it is possible to test for interactions between two exposures using Mendelian randomization.
“With individual-level data, it is possible to test for interactions between two exposures using MR.”
Quote in the paperNot a substantial claim - Interpretationreasoning
This explicit use of linkage disequilibrium means colocalization can be used to check for violation of instrumental variable condition 2 in the form shown in Fig 6a.
“This explicit use of LD means colocalization can be used to check for the violation of IV condition 2 in the form shown in Fig 6a (and Box 2).”
Quote in the paperSubstantial claim - Interpretationcitation
The allele-score splitting approach can have low power compared to the inclusion of an interaction term in a 2SLS regression.
“It should be noted that this approach can have low power compared to the inclusion of an interaction term in a 2SLS regression.111”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [111] Plagnol, V., Smyth, D. J., Todd, J. A. & Clayton, D. G. Statistical independence of the colocalized association signals for type 1 diabetes and RPS26 gene expression on chromosome 12q13. Biostatistics 10, 327–334 (2009). source
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- Premisenone given
Unlike in Mendelian randomization with multiple instrumental variables, the majority of multiple neighbouring genetic variants considered in colocalization analysis are expected to be associated with either trait solely through linkage disequilibrium with one or a small number of causal variants in the region.
“Unlike in MR with multiple IVs, the majority of multiple neighbouring genetic variants considered in this analysis are expected to be associated with either trait solely through LD with one or a small number of causal variants in the region.”
Quote in the paperSubstantial claim - Interpretationreasoning
These estimation methods will not necessarily identify violations of any instrumental variable conditions that are not due to pleiotropy of the nature interrogated by the method.
“Additionally, these estimation methods will not necessarily identify violations of any IV conditions that are not due to pleiotropy of the nature interrogated by the method.”
Quote in the paperSubstantial claim - Interpretationreasoning
Each pleiotropy-robust method imposes strong assumptions on the nature of the pleiotropy.
“Each of these methods imposes strong assumptions on the nature of the pleiotropy.”
Quote in the paperNot a substantial claim - Premisecitation
A final important source of bias in MR, and indeed all studies of observational data, is selection bias.
“A final important source of bias in MR, and indeed all studies of observational data, is selection bias.64,65”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [64] Hughes, R. A., Davies, N. M., Davey Smith, G. & Tilling, K. Selection bias when estimating average treatment effects using one-sample instrumental variable analysis. Epidemiology 30, 350–357 (2019). source
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- cites [65] Sargan, J. D. The estimation of economic relationships using instrumental variables. Econometrica 26, 393–415 (1958). source
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- Study design and conductnone given
In multivariable Mendelian randomization, there must be at least as many genetic variants or scores included as instruments as there are exposures.
“Although multiple exposures can be included in a multivariable MR, there must be at least as many genetic variants or scores included as instruments as there are exposures.”
Quote in the paperSubstantial claim - Premisecitation
Selection bias can arise in MR studies if an individual's exposure and outcome values affect their participation.
“Another type of bias that can arise in MR studies that cannot be easily corrected for is selection bias64 In an MR study, an example of selection bias would be if an individual’s exposure and outcome values affected their participation.57”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [64] Hughes, R. A., Davies, N. M., Davey Smith, G. & Tilling, K. Selection bias when estimating average treatment effects using one-sample instrumental variable analysis. Epidemiology 30, 350–357 (2019). source
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- cites [57] Staiger, D. & Stock, J. H. Instrumental variables regression with weak instruments. Report No. 0898-2937 (National Bureau of Economic Research, 1994). source
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- Premisereasoning
An important limitation of MR studies is potential confounding of the genetic variants and the outcome (violation of the second IV condition).
“An important limitation of MR studies is potential confounding of the genetic variants and the outcome (violation of the second IV condition; see Box 2).”
Quote in the paperSubstantial claim- Rests on an assumption: Genetic variants are generally fixed at conception.
- Interpretationcitation
Effects of harmful exposures become less evident with increasing age because of selection bias due to the almost inevitable selection only of survivors.
“Although, it is very important to bear in mind that effects of harmful exposures become less evident with increasing age because of selection bias due to the almost inevitable selection only of survivors.145”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [145] Dixon, P., Hollingworth, W., Harrison, S., Davies, N. M. & Davey Smith, G. Mendelian randomization analysis of the causal effect of adiposity on hospital costs. J. Health Econ. 70, 102300 (2020). source
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- Interpretationnone given
Using a genetic instrument for treatment in drug-target MR means the underlying magnitude of the effect on which potential genetic effect modifiers are investigated is very small, so very large sample sizes are needed to identify effects.
“However, using a genetic instrument for treatment as part of a drug-target MR means that the underlying magnitude of the effect on which potential genetic effect modifiers are investigated is very small and thus very large sample sizes are needed to identify effects.”
Quote in the paperSubstantial claim- Rests on an assumption: The underlying magnitude of the effect in drug-target MR is very small.
- Premisecitation
Drug-target MR benefits from lack of confounding by indication compared to conventional pharmacoepidemiology study design.
“This approach benefits from lack of confounding by indication, compared to a conventional pharmacoepidemiology study design.151”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [151] Munafò, M. R. et al. A manifesto for reproducible science. Nat. Hum. Behav. 1, 0021 (2017). source
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- Premisecitation
In that study, a single variant rs162724 proximal to GRM7 and previously associated with major depressive disorder was found to potentially be of interest as an effect modifier of statin response.
“Polygenic scores did not identify any effect-modifying genetic groups; however, a single variant (rs162724) proximal to the glutamate receptor gene GRM7 and previously associated with major depressive disorder was found to potentially be of interest.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [148] Kyriacou, D. N. & Lewis, R. J. Confounding by indication in clinical research. JAMA 316, 1818–1819 (2016). source
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- Interpretationcitation
Mendelian randomization studies have provided accumulating evidence against the observational results that high levels of HDL-C are protective against CHD risk.
“MR studies have provided accumulating evidence against the observational results above.136–140”
Quote in the paperSubstantial claim0 of 5 sources checked- cites [136] Do, R. et al. Common variants associated with plasma triglycerides and risk for coronary artery disease. Nat. Genet. 45, 1345–1352 (2013). source
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- cites [137] Holmes, M. V. et al. Mendelian randomization of blood lipids for coronary heart disease. Eur. Heart J. 36, 539–550 (2015). source
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- cites [138] Holmes, M. V. & Davey Smith, G. REVEALing the effect of CETP inhibition in cardiovascular disease. Nat. Rev. Cardiol. 14, 635–636 (2017). source
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- cites [139] Barter, P. J. et al. Effects of torcetrapib in patients at high risk for coronary events. N. Engl. J. Med. 357, 2109–2122 (2007). source
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- cites [140] Riaz, H. et al. Effects of high-density lipoprotein targeting treatments on cardiovascular outcomes: a systematic review and meta-analysis. Eur. J. Prev. Cardiol. 26, 533–543 (2019). source
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- Premisecitation
Use of family data to conduct MR analyses can account for confounding owing to dynastic effects and assortative mating.
“One solution that can account for confounding owing to dynastic effects and assortative mating is the use of family data to conduct the MR analyses.167,168”
Quote in the paperSubstantial claim0 of 2 sources checked- cites [167] Taylor, A. E. et al. Exploring the association of genetic factors with participation in the Avon Longitudinal Study of Parents and Children. Int. J. Epidemiol. 47, 1207–1216 (2018). source
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- cites [168] Fry, A. et al. Comparison of sociodemographic and health-related characteristics of UK Biobank participants with those of the general population. Am. J. Epidemiol. 186, 1026–1034 (2017). source
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- Interpretationreasoning
This indicates that the association observed in traditional observational studies between HDL-C and CHD risk was likely to have occurred owing to confounding.
“This indicates that the association observed in the more traditional observational studies was likely to have occurred owing to confounding.”
Quote in the paperSubstantial claim - Premisecitation
There is clear evidence from both MR and the natural experiment of an increase in the school leaving age that an increase in the number of years in education has a causal protective effect on health behaviours such as smoking.
“For example, there is clear evidence from both MR and the natural experiment of an increase in the school leaving age that an increase in the number of years in education has a causal protective effect on health behaviours such as smoking.156–160”
Quote in the paperNot a substantial claim0 of 5 sources checked- cites [156] Tillmann, T. et al. Education and coronary heart disease: mendelian randomisation study. BMJ 358, j3542 (2017). source
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- cites [157] Davies, N. M., Dickson, M., Davey Smith, G., Windmeijer, F. & van den Berg, G. J. The causal effects of education on adult health, mortality and income: evidence from Mendelian randomization and the raising of the school leaving age. Preprint at SSRN https://doi.org/10.2139/ssrn.3390179 (2019). source
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- cites [158] Baldwin, J., Pingault, J.-B., Schoeler, T., Sallis, H. M. & Munafo, M. R. Protecting against researcher bias in secondary data analysis: challenges and solutions. Eur. J. Epidemiol. 37, 1–10 (2022). source
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- cites [159] Sallis, H. Triangulation protocol; intergenerational effects of parental substance use on child substance use and mental health outcomes. Preprint at https://osf.io/s6jv4/ (2021).
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- cites [160] Hartwig, F. P., Davies, N. M. & Davey Smith, G. Bias in Mendelian randomization due to assortative mating. Genet. Epidemiol. 42, 608–620 (2018). source
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- Premisecitation
A key limiting factor for within-family MR is the lack of available data and the low power of these studies as a result.
“A key limiting factor for within-family MR is the lack of available data and the low power of these studies as a result; however, a GWAS of family data for a range of phenotypes has recently been published, enabling further within-family MR in the future.169”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [169] Pirastu, N. et al. Genetic analyses identify widespread sex-differential participation bias. Nat. Genet. 53, 663–671 (2021). source
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- Interpretationnone given
It is hard to differentiate whether failure to reject the null hypothesis in this colocalization method indicates that instrumental variable condition 2 is satisfied or a lack of power in the colocalization test.
“However, it is hard to differentiate whether failure to reject the null hypothesis indicates that IV condition 2 is satisfied or a lack of power in the colocalization test.”
Quote in the paperNot a substantial claim - Premisecitation
One colocalization method frames shared causality as the null hypothesis and rejection of this would indicate violation of instrumental variable condition 2.
“One colocalization method originally proposed by Plagnol et al 112 frames shared causality as the null hypothesis and rejection of this would indicate violation of IV condition 2, i.e. that there are no common causes of the instrument and the outcome.112–114”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [112] Wallace, C. Statistical testing of shared genetic control for potentially related traits. Genet. Epidemiol. 37, 802–813 (2013). source
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- cites [113] Pavlides, J. M. W. et al. Predicting gene targets from integrative analyses of summary data from GWAS and eQTL studies for 28 human complex traits. Genome Med. 8, 84–84 (2016). source
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- cites [114] Hormozdiari, F. et al. Colocalization of GWAS and eQTL signals detects target genes. Am. J. Hum. Genet. 99, 1245–1260 (2016). source
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- Interpretationreasoning
When phenotypes are partially determined by genetic variants, selection on participation will also induce an association between those genetic variants and participation.
“When these phenotypes are partially determined by genetic variants, this will also induce an association between those genetic variants and participation.”
Quote in the paperSubstantial claim - Interpretationreasoning
Within-family MR using sibling pairs will also account for any factors acting at a population level that affect siblings equally, such as population stratification.
“Within-family MR using sibling pairs will also account for any factors acting at a population level that affect siblings equally, such as population stratification.”
Quote in the paperSubstantial claim - Premisecitation
In a drug-target MR study by Xu and Burgess, polygenic scores did not identify any effect-modifying genetic groups for the response of LDL-cholesterol levels to statin treatment.
“Polygenic scores did not identify any effect-modifying genetic groups; however, a single variant (rs162724) proximal to the glutamate receptor gene GRM7 and previously associated with major depressive disorder was found to potentially be of interest.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [148] Kyriacou, D. N. & Lewis, R. J. Confounding by indication in clinical research. JAMA 316, 1818–1819 (2016). source
Not checked in the free run.
- Premisereasoning
Conventional pharmacogenetic studies and RCTs do not provide a reliable means of assessing interactions between an individual's genotype and treatment response, because of risk of bias in the former and sample size constraints in the latter.
“This can be done in conventional pharmacogenetic studies and RCTs, although the risk of bias in the former and the sample size constraints of the latter mean that neither provide a reliable means of assessing interactions between an individual’s genotype and treatment response.”
Quote in the paperSubstantial claim - Interpretationreasoning
If variants that primarily influence adiposity are used as instruments for CRP or vitamin D, they will produce highly misleading results.
“If these variants are used as instruments for CRP or vitamin D, they will produce highly misleading results.”
Quote in the paperSubstantial claim- Rests on an assumption: Adiposity is a confounder of the observational association of CRP and vitamin D with health outcomes.
- Premisecitation
A large-effect genetic variant influencing alcohol consumption that has been of considerable value in MR studies of the effects of alcohol is only prevalent in East Asian populations.
“For example, a large-effect genetic variant influencing alcohol consumption that has been of considerable value in MR studies of the effects of alcohol75,130 is only prevalent in East Asian populations.”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [75] Spiller, W., Hartwig, F. P., Sanderson, E., Davey Smith, G. & Bowden, J. Interaction-based Mendelian randomization with measured and unmeasured gene-by-covariate interactions. Preprint at medRxiv https://doi.org/10.1101/2020.07.27.20162909 (2020). source
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- cites [130] Goldstein, J. L. & Brown, M. S. A century of cholesterol and coronaries: from plaques to genes to statins. Cell 161, 161–172 (2015). source
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- Premisenone given
MR studies usually rely on GWAS of the initial development of disease for their outcome data.
“However, MR studies usually rely on GWAS of the initial development of disease for their outcome data.”
Quote in the paperSubstantial claim - Interpretationreasoning
Survival bias will affect observational studies of the same research question in similarly aged populations, so it is not an obvious explanation for discrepancies between MR and conventional results.
“This type of survival bias will affect observational studies of the same research question in similarly aged populations, so is not an obvious explanation for discrepancies between MR and conventional results.”
Quote in the paperNot a substantial claim - Interpretationcitation
It is plausible that in many cases, factors that cause a disease do not relate to its progression once it is established.
“It is plausible that in many cases, factors that cause a disease do not relate to its progression once it is established.”
Quote in the paperSubstantial claim - Interpretationreasoning
It can also restrict the scope of MR studies, as some forms of genetic variation are restricted to particular populations.
“It can also restrict the scope of MR studies, as some forms of genetic variation are restricted to particular populations.”
Quote in the paperNot a substantial claim - Premisecitation
Canalization can occur when polymorphic phenotypes expressed during fetal development lead to the development of compensating pathways to mitigate the effects of that expression.
“Canalization can occur when polymorphic phenotypes expressed during fetal development lead to the development of compensating pathways to mitigate the effects of that expression. 1,178,179”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [1] Davey Smith, G. & Ebrahim, S. ‘Mendelian randomization’: can genetic epidemiology contribute to understanding environmental determinants of disease? Int. J. Epidemiol. 32, 1–22 (2003). source
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- cites [178] Gu, Z. et al. Role of duplicate genes in genetic robustness against null mutations. Nature 421, 63–66 (2003). source
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- cites [179] Hemani, G. et al. Automating Mendelian randomization through machine learning to construct a putative causal map of the human phenome. Preprint at bioRxiv https://doi.org/10.1101/173682 (2017). source
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- Interpretationreasoning
Such compensation would potentially limit the ability of MR to identify the causal effect of the change in the exposure because the effect of a genetically induced change from conception would differ from the effect of a change in later life.
“Such compensation would potentially limit the ability of MR to identify the causal effect of the change in the exposure as the effect of a genetically induced change from conception would differ to the effect of a change in later life.”
Quote in the paperSubstantial claim - Premisecitation
Many two-sample MR papers simply report MR estimates obtained from applying open-access software to open-access data, and in these cases the analyses have in essence already been conducted by automated tools.
“Indeed, many such papers simply report MR estimates obtained from applying open-access software to open-access data and in these cases the analyses have, in essence, already been conducted by automated tools — an observation detailed in a recent preprint article.182”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [182] Paternoster, L., Tilling, K. & Davey Smith, G. Genetic epidemiology and Mendelian randomization for informing disease therapeutics: conceptual and methodological challenges. PLoS Genet. 13, e1006944 (2017). source
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- May combine two claims. 54
- Classified as probably not a substantial claim. 23
May combine two claims.
PremisecitationMR can be applied using any genetic variation that satisfies the requirements of an IV, although it is most often implemented using single nucleotide polymorphisms (SNPs).
“MR can be applied using any genetic variation that satisfies the requirements of an IV,5 although it is most often implemented using single nucleotide polymorphisms (SNPs).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [5] Zuccolo, L. & Holmes, M. V. Commentary: Mendelian randomization-inspired causal inference in the absence of genetic data. Int. J. Epidemiol. 46, 962–965 (2017).
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Probably not a substantial claim: may not pass S4 (based).
Interpretationnone givenUsing genetic variants in this way, MR avoids bias from unobserved confounding of the exposure and outcome.
“Using genetic variants in this way, MR avoids bias from unobserved confounding of the exposure and outcome.”
Quote in the paperNot a substantial claim- The authors state this as an assumption: Genetic variants provide a source of exogenous variation in the exposure and can act as an instrumental variable.
May combine two claims.
PremisereasoningGenetic variants typically only explain a small proportion of the variation in the relevant phenotype; as a result, low statistical power and imprecise effect estimates are common in MR studies and well-powered studies usually require large datasets.
“Genetic variants typically only explain a small proportion of the variation in the relevant phenotype; as a result, low statistical power and imprecise effect estimates are common in MR studies and well-powered studies usually require large datasets.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationMR was first proposed using family data where the difference in alleles between siblings is random, however data limitations mean most MR is conducted using data on unrelated individuals.
“MR was first proposed using the family data where the difference in alleles between siblings is random, however data limitations mean most MR is conducted using data on unrelated individuals.22”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [22] Swanson, S. A., Tiemeier, H., Ikram, M. A. & Hernán, M. A. Nature as a trialist? Deconstructing the analogy between Mendelian randomization and randomized trials. Epidemiology 28, 653–659 (2017). source
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Classified as probably not a substantial claim.
PremisecitationIV analysis uses an instrument related to the exposure but not the outcome other than through its association with the exposure to make causal effect estimates in the presence of unobserved confounding of the exposure and the outcome.
“IV analysis was first proposed a century ago and is an approach to causal inference that uses an IV, or “instrument” — which is related to the exposure but not the outcome of interest other than through its association with the exposure — to make causal effect estimates in the presence of unobserved confounding of the exposure and the outcome.”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [2] Angrist, J. D., Imbens, G. W. & Rubin, D. B. Identification of causal effects using instrumental variables. J. Am. Stat. Assoc. 91, 444–455 (1996). source
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- cites [3] Hernán, M. A. & Robins, J. M. Causal Inference: What If (Chapman & Hall/CRC, 2020).
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- cites [4] Greenland, S. An introduction to instrumental variables for epidemiologists. Int. J. Epidemiol. 29, 722–729 (2000). source
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May combine two claims.
PremisereasoningIn RCTs, randomly assigned treatment evaluates the effect of treatment on the outcome, whereas in MR, a genetic variant is treated as a naturally occurring form of randomization.
“In RCTs, randomly assigned treatment therefore evaluates the effect of treatment on the outcome, whereas in MR, a genetic variant is treated as a naturally occurring form of randomization.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationcitationMR is especially appealing because it relies on different assumptions to conventional observational studies and therefore circumvents some of their common biases.
“MR is especially appealing because it relies on different assumptions to conventional observational studies and therefore circumvents some of their common biases.8”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [8] Richmond, R. C. & Davey Smith, G. Mendelian randomization: concepts and scope. Cold Spring Harb. Perspect. Med. https://doi.org/10.1101/cshperspect.a040501 (2022). source
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Probably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationCausal effect estimates from MR can be evaluated within a triangulation of evidence framework, which involves interpreting findings alongside results from complementary approaches that rely on different assumptions.
“Causal effect estimates from MR can be evaluated within a triangulation of evidence framework, which involves interpreting findings alongside results from complementary approaches that rely on different assumptions.”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [6] Munafò, M. R., Higgins, J. P. & Davey Smith, G. Triangulating evidence through the inclusion of genetically informed designs. Cold Spring Harb. Perspect. Med. 11, a040659 (2021). source
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- cites [7] Lawlor, D. A., Tilling, K. & Davey Smith, G. Triangulation in aetiological epidemiology. Int. J. Epidemiol. 45, 1866–1886 (2017).
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- cites [8] Richmond, R. C. & Davey Smith, G. Mendelian randomization: concepts and scope. Cold Spring Harb. Perspect. Med. https://doi.org/10.1101/cshperspect.a040501 (2022). source
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Classified as probably not a substantial claim.
Premisenone givenMR studies - especially two-sample studies using previously published summary-level genetic association data - provide a rapid and affordable approach to evaluating causal questions.
“MR studies — especially two-sample studies using previously published summary-level genetic association data — provide a rapid and affordable approach to evaluating causal questions.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim. May combine two claims.
Premisenone givenThe first three of these conditions are commonly referred to as the conditions for a valid instrumental variable and are required for any IV analysis to test whether the exposure has a causal effect on the outcome.
“The first three of these conditions are commonly referred to as the conditions for a valid instrumental variable and are required for any IV analysis to test whether the exposure has a causal effect on the outcome.”
Quote in the paperSubstantial claimMay combine two claims.
PremisereasoningThe rationale of MR studies parallels that of RCTs in which randomization influences the treatment received by participants, is not associated with any confounders of the treatment and outcome and has no other plausible mechanism to influence health outcomes other than through treatment.
“The rationale of MR studies parallels that of RCTs in which randomization influences the treatment received by participants, is not associated with any confounders of the treatment and outcome and has no other plausible mechanism to influence health outcomes other than through treatment (see Fig. 1).”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationRCTs estimate the effect of a particular intervention or treatment over the timeframe of the study, whereas MR estimates the lifetime effects.
“The above example highlights an important difference between RCTs and MR: RCTs estimate the effect of a particular intervention or treatment over the timeframe of the study, whereas MR estimates the lifetime effects.21”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [21] Morris, T. T., Heron, J., Sanderson, E., Davey Smith, G. & Tilling, K. Interpretation of Mendelian randomization using one measure of an exposure that varies over time. Preprint at medRxiv https://doi.org/10.1101/2021.11.18.21266515 (2021). source
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May combine two claims.
PremisecitationMR GxE and MR GENIUS have extended and formalised concepts of using gene-environment interactions and enable the estimation of causal effects in more general settings.
“Two methods, MR GxE and MR GENIUS, have extended and formalised these concepts and enable the estimation of causal effects in more general settings.”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [76] Spiller, W., Slichter, D., Bowden, J. & Davey Smith, G. Detecting and correcting for bias in Mendelian randomization analyses using gene-by-environment interactions. Int. J. Epidemiol. 48, 702–712 (2019). source
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- cites [77] Tchetgen Tchetgen, E. J., Sun, B. & Walter, S. The GENIUS approach to robust Mendelian randomization inference. Stat. Sci. 36, 443–464 (2019).
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- cites [78] Burgess, S., Dudbridge, F. & Thompson, S. G. Combining information on multiple instrumental variables in Mendelian randomization: comparison of allele score and summarized data methods. Stat. Med. 35, 1880–1906 (2016). source
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Probably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenAn alternative approach to test interactions is to split allele scores for each exposure into high and low values and compare outcomes across four groups, mimicking a 2x2 factorial randomised trial.
“An alternative approach is to split the allele scores for each exposure into high and low values and compare outcomes across the resulting four groups by dividing participants up based on their score for each exposure, mimicking a 2x2 factorial randomised trial.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThe bias from this situation is equivalent to that caused by pleiotropy, and although unlikely at many independent genetic locations in Mendelian randomization studies with multiple instrumental variables, it should be a consideration in single-instrumental-variable studies.
“The bias in this situation is equivalent to that caused by pleiotropy (see Fig. 3) and although it is unlikely that this pattern will arise at many independent genetic locations in MR studies with multiple IVs, it should be a consideration in single-IV studies.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningAlthough colocalization involves an implicit assumption of directionality in its interpretation, the test is not dependent on this assumption and a single pleiotropic variant would satisfy the statistical definition of shared causal variants.
“Although this involves an implicit assumption of directionality in its interpretation, the test is not dependent on this assumption and indeed a single pleiotropic variant would satisfy the statistical definition of a shared causal variants (Fig 6b).”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
Study design and conductnone givenInstrumental variable conditions need to be assessed for any summary-data Mendelian randomization.
“As with individual level data analysis, IV conditions need to be assessed for any summary-data MR.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenA number of different methods are available to correct for horizontal pleiotropy under different assumptions about the causal structure of that pleiotropy.
“A number of different methods are available to correct for horizontal pleiotropy — a violation of the third IV condition — under different assumptions about the causal structure of that pleiotropy.”
Quote in the paperNot a substantial claimMay combine two claims.
Premisenone givenAlthough the second and third IV conditions cannot be proven to be true, they can sometimes be disproven.
“Although the second and third IV conditions cannot be proven to be true, they can sometimes be disproven.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
InterpretationreasoningUsing a few methods selected based on the most plausible assumptions alongside an inverse-variance weighted Mendelian randomization estimation as a sensitivity analysis can determine how robust results are to the assumption that genetic variants have no pleiotropic effects on the outcome under different alternative specifications.
“Therefore, a few methods should be selected based on the most plausible assumptions for the application in question and used alongside an IVW MR estimation to perform a sensitivity analysis; this can determine how robust MR results are to the assumption that genetic variants have no pleiotropic effects on the outcome under different alternative specifications.”
Quote in the paperSubstantial claimMay combine two claims.
Interpretationnone givenNone of the described pleiotropy-robust methods are truly robust to all types of pleiotropy, and each imposes different assumptions on the nature of the pleiotropy and how pleiotropic effects are accounted for.
“None of the methods described above are truly robust to all types of pleiotropy and each imposes different assumptions on the nature of the pleiotropy and how the pleiotropic effects are accounted for.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenResults from bidirectional Mendelian randomization studies should be interpreted with caution; evidence of an effect in both directions could indicate a true bidirectional relationship or be a product of bias from horizontal pleiotropic effects, misspecification of the primary phenotype, or violation of the second instrumental variable condition.
“Results from bidirectional MR studies should be interpreted with caution. Evidence of an effect in both directions could indicate a true bidirectional relationship between the exposures or be a product of bias from horizontal pleiotropic effects in the variants, misspecification of the primary phenotype, or a violation of the second IV condition owing to confounding of genetic variants and outcome”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenTraditionally, summary-data Mendelian randomization is visualized as a scatter plot plotting associations of the variant and exposure against associations of the variant and outcome; however, this can limit the identification of outliers.
“Traditionally, summary-data MR is visualized as a scatter plot plotting associations of the variant and exposure against associations of the variant and outcome (Fig 4a, b); however, this can limit the identification of outliers.”
Quote in the paperNot a substantial claimMay combine two claims.
Interpretationnone givenStandard Mendelian randomization only provides a single effect estimate, which may not be informative if the effect of the exposure varies in a non-linear way.
“Standard MR only provides a single effect estimate, which may not be informative if the effect of the exposure varies in a non-linear way — for example, a dose-response curve.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationWeighted allele scores provide increased instrument strength and power, although there are cases in which the unweighted approach is preferred.
“Weighted scores provide increased instrument strength and power, although there are cases in which the unweighted approach is preferred — for example, if the definition of the exposure in the discovery dataset differs from the exposure variable in the estimation data.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [26] Davies, N. M. et al. The many weak instruments problem and Mendelian randomization. Stat. Med. 34, 454–468 (2015). source
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Probably not a substantial claim: may not pass S4 (based).
Interpretationnone givenMany pleiotropy-robust methods have less statistical power than conventional Mendelian randomization, leading to very wide confidence intervals.
“Furthermore, many methods have less statistical power than conventional MR, leading to very wide confidence intervals.”
Quote in the paperNot a substantial claimMay combine two claims.
Interpretationnone givenThe inclusion of interaction terms in multivariable Mendelian randomization decreases statistical power for detecting an effect and should be limited to a single interaction.
“The inclusion of these additional terms decreases the statistical power for detecting an effect and should be limited to a single interaction.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationNon-linear Mendelian randomization has supported the J-shaped relationship between BMI and mortality risk, although it has also suggested the J-shape could be caused by the relationship differing for ever-smokers and never-smokers.
“Non-linear MR has supported this, although it has also suggested that the J-shape could be caused by the relationship between BMI and mortality risk differing for ever-smokers [G] and never-smokers.109”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [109] North, T.-L. et al. Using genetic instruments to estimate interactions in Mendelian randomization studies. Epidemiology 30, e33–e35 (2019). source
Not checked in the free run.
May combine two claims.
PremisereasoningIn bidirectional Mendelian randomization, two analyses are conducted on the same pair of phenotypes by reversing the exposure and the outcome, and this method can be used to establish the direction of effect between two variables.
“In bidirectional MR, two MR analyses are conducted on the same pair of phenotypes by reversing the exposure and the outcome. This method can be used to establish the direction of effect between two variables.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenIncluding multiple exposures in multivariable Mendelian randomization can reduce power and potentially instrument strength, so the benefit of adding extra exposures must be considered carefully.
“Multiple, correlated exposures can be included in a multivariable MR; however, including multiple exposures can reduce power and potentially instrument strength and thus the benefit of adding extra exposures must be considered carefully.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Premisenone givenEver larger GWAS have provided evidence that hundreds of genetic variants may be associated with many human phenotypes.
“Ever larger GWAS have now provided evidence that hundreds of genetic variants may be associated with many human phenotypes.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
Premisenone givenMultivariable Mendelian randomization is an extension of standard Mendelian randomization that includes multiple exposures, predicted by a set of genetic variants used as instruments.
“Multivariable MR is an extension of standard MR that includes multiple exposures, predicted by a set of genetic variants used as instruments.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationIf many SNPs that each only have a small effect on the exposure are being used, combining them into a single score can increase the power of the analysis and reduce the risk of bias from many weak instruments.
“If many SNPs that each only have a small effect on the exposure are being used, combining them into a single score can increase the power of the analysis and reduce the risk of bias from many weak instruments.27”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [27] Hernán, M. A. & Robins, J. M. Instruments for causal inference: an epidemiologist’s dream? Epidemiology 17, 360–372 (2006). source
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May combine two claims.
InterpretationcitationCorrelation between genetic variants and the outcome can potentially affect most or all genetic variants used as instruments, and it is not easy to correct with current MR methods because most assume that the majority of genetic variants satisfy all of the IV conditions.
“This correlation between genetic variants and the outcome can potentially affect most (or all) of the genetic variants used as instruments; it is therefore not easy to correct for with current MR methods as most assume that the majority of genetic variants satisfy all of the IV conditions.61”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [61] Davey Smith, G. & Hemani, G. Mendelian randomization: genetic anchors for causal inference in epidemiological studies. Hum. Mol. Genet. 23, R89–R98 (2014). source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationPre-registration of study protocols has not been widely adopted in observational epidemiology, although it could in principle be applied and help protect against bias such as publication bias against null results or findings that do not fit the anticipated conclusion.
“Pre-registration of study protocols has not been widely adopted in observational epidemiology, although it could in principle be applied and help protect against bias, such as publication bias against null results or findings that do not fit with the anticipated conclusion.161,162”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [161] Brumpton, B. et al. Avoiding dynastic, assortative mating, and population stratification biases in Mendelian randomization through within-family analyses. Nat. Commun. 11, 3519 (2020). source
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- cites [162] Morris, T. T., Davies, N. M., Hemani, G. & Davey Smith, G. Population phenomena inflate genetic associations of complex social traits. Sci. Adv. 6, eaay0328 (2020). source
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Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenIn addition to physiological consequences, body weight has social consequences such as increasing exposure to stigma and discrimination, and these Mendelian randomization analyses include the consequences of all such mechanisms for hospitalization costs.
“In addition to physiological consequences, body weight has social consequences such increasing exposure to stigma and discrimination and these MR analyses include the consequences of all such mechanisms for hospitalization costs.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationWithin-family MR requires data from either pairs of siblings or mother-father-child trios and allows for estimation of causal effects using MR after family-level structure has been taken into account.
“Within-family MR requires data from either pairs of siblings or mother–father–child trios and allows for estimation of causal effects using MR after family-level structure has been taken into account.164,167”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [164] Davies, N. M. et al. Within family Mendelian randomization studies. Hum. Mol. Genet. 28, R170–R179 (2019). source
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- cites [167] Taylor, A. E. et al. Exploring the association of genetic factors with participation in the Avon Longitudinal Study of Parents and Children. Int. J. Epidemiol. 47, 1207–1216 (2018). source
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May combine two claims.
Interpretationnone givenAvailable evidence from Mendelian randomization methods that facilitate estimation in the presence of unobserved confounding, assuming no selection bias, does not support the conclusion that moderate alcohol consumption may lower vascular disease risk and identifies alcohol consumption as a factor linked to increased likelihood of ischemic stroke.
“Thus, available evidence from MR methods that facilitate estimation in the presence of unobserved confounding — assuming no selection bias — do not support the conclusion that the consumption of a moderate amount of alcohol may lower vascular disease risk and identify alcohol consumption as a factor linked to increased likelihood of ischemic stroke”
Quote in the paperNot a substantial claim- The authors state this as an assumption: The conclusion about alcohol consumption and vascular disease risk assumes no selection bias.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
Premisenone givenOpen research can increase the robustness of data by allowing greater scrutiny of data and increased error detection by researchers and the wider research community.
“Open research can increase the robustness of data through allowing greater scrutiny of data and increased error detection by researchers and the wider research community.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningWithin MR, using methods that make different assumptions (such as regarding pleiotropy) and are therefore subject to different biases can support triangulation, although the least plausible assumption may be shared by many methods, reducing the potential independent insight.
“Within MR, using methods that make different assumptions (such as those regarding pleiotropy) and are therefore subject to different sources and directions of potential bias can support this approach, although the least plausible assumption may be shared by many methods, reducing the potential independent insight to be gained from comparing studies.”
Quote in the paperNot a substantial claim- Rests on an assumption: The least plausible assumption may be shared by many methods.
May combine two claims.
PremisecitationBayesian frameworks for colocalization analysis consider GWAS summary statistics for both traits across multiple SNPs in the region around the instrumental variable and assess either the evidence that each variant is jointly causal or consider shared causal variants as one of five competing hypotheses.
“Alternatively, Bayesian frameworks for colocalization analysis consider GWAS summary statistics for both traits across multiple SNPs in the region around the IV and assess either the evidence that each variant is jointly causal115 or consider shared causal variants as one of five competing hypotheses.116”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [115] Giambartolomei, C. et al. Bayesian test for colocalisation between pairs of genetic association studies using summary statistics. PLoS Genet. 10, e1004383 (2014). source
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- cites [116] Wallace, C. Eliciting priors and relaxing the single causal variant assumption in colocalisation analyses. PLoS Genet. 16, e1008720 (2020). source
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May combine two claims.
PremisecitationPopulation stratification, dynastic effects and assortative mating all induce bias by creating an artefactual relation at the population level between the genetic variants and the outcome, violating the second IV condition.
“However, population stratification, dynastic effects and assortative mating all induce bias by creating an artefactual relation at the population level between the genetic variants and the outcome, violating the second IV condition.65,163–166”
Quote in the paperSubstantial claim0 of 5 sources checked- cites [65] Sargan, J. D. The estimation of economic relationships using instrumental variables. Econometrica 26, 393–415 (1958). source
Not checked in the free run.
- cites [163] Minică, C. C., Boomsma, D. I., Dolan, C. V., de Geus, E. & Neale, M. C. Empirical comparisons of multiple Mendelian randomization approaches in the presence of assortative mating. Int. J. Epidemiol. 49, 1185–1193 (2020). source
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- cites [164] Davies, N. M. et al. Within family Mendelian randomization studies. Hum. Mol. Genet. 28, R170–R179 (2019). source
Not checked in the free run.
- cites [165] Minică, C. C., Dolan, C. V., Boomsma, D. I., de Geus, E. & Neale, M. C. Extending causality tests with genetic instruments: an integration of Mendelian randomization with the classical twin design. Behav. Genet. 48, 337–349 (2018). source
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- cites [166] Howe, L. J. et al. Within-sibship genome-wide association analyses decrease bias in estimates of direct genetic effects. Nat. Genet. (in the press).
Not checked in the free run.
- Rests on an assumption: Genetic variants are generally fixed at conception.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
Interpretationnone givenMendelian randomization studies are themselves not free from issues of bias or lack of power; evidence from Mendelian randomization studies for the presence or absence of an effect should be compared with results from studies with other potential sources of bias.
“However, it must be noted that MR studies are themselves not free from issues of bias or lack of power; evidence from MR studies for the presence or absence of an effect should be compared with results from studies with other potential sources of bias.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationUsing genetic variants associated with higher BMI as instruments in an individual-level Mendelian randomization study, higher BMI increased hospital costs with little evidence for non-linearity in this effect.
“Using genetic variants associated with higher BMI as instruments in an individual-level MR study to estimate the effect of BMI on hospitalization costs,147 the authors found that higher BMI increased hospital costs with little evidence for non-linearity in this effect.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [147] Holmes, M. V. Human genetics and drug development. N. Engl. J. Med. 380, 1076–1079 (2019). source
Not checked in the free run.
May combine two claims.
InterpretationreasoningThis suggests that for children who are overweight, losing weight in adulthood can still effectively lower risk of type 2 diabetes and coronary artery disease, and a metabolically unhealthy childhood can potentially be offset by healthy lifestyle approaches adopted in adulthood.
“This suggests that for children that are overweight, losing weight in their adulthood can still effectively lower risk of T2D and CAD and in this case a metabolically unhealthy childhood can potentially be offset by healthy lifestyle approaches adopted in adulthood.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationStudy participation is heritable and influenced by a number of different traits, and large studies such as the UK Biobank have high levels of selection in those who participate.
“Study participation has shown to be heritable and is influenced by a number of different traits, and large studies such as the UK Biobank have been shown to have high levels of selection in those who participate.31,170–172”
Quote in the paperSubstantial claim0 of 4 sources checked- cites [31] Davey Smith, G. Epigenesis for epidemiologists: does evo-devo have implications for population health research and practice? Int. J. Epidemiol. 41, 236–247 (2012). source
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- cites [170] Smit, R. A., Trompet, S., Dekkers, O. M., Jukema, J. W. & le Cessie, S. Survival bias in Mendelian randomization studies: a threat to causal inference. Epidemiology 30, 813 (2019). source
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- cites [171] Schooling, C. M. et al. Use of multivariable Mendelian randomization to address biases due to competing risk before recruitment. Front. Genet. 11, 610852 (2020). source
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- cites [172] Vansteelandt, S., Dukes, O. & Martinussen, T. Survivor bias in Mendelian randomization analysis. Biostatistics 19, 426–443 (2017). source
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May combine two claims.
InterpretationcitationGene expression and protein are often instrumented with a single genetic variant, so colocalization can be particularly useful in Mendelian randomization studies of these exposures and can be used to attempt to falsify the second instrumental variable condition.
“Gene expression and protein are often instrumented with a single genetic variant and so colocalization can be particularly useful in MR studies of these exposures;42 in these settings colocalization can be used to attempt to falsify the second IV condition.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [42] Bound, J., Jaeger, D. A. & Baker, R. M. Problems with instrumental variables estimation when the correlation between the instruments and the endogenous explanatory variable is weak. J. Am. Stat. Assoc. 90, 443–450 (1995).
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Interpretationnone givenWhere data already exists, Mendelian randomization studies are relatively cheap to conduct compared to a large randomized controlled trial and can provide additional evidence to direct which studies are worth follow up with randomized controlled trials.
“Indeed, where data already exists, MR studies are relatively cheap to conduct — particularly compared to a large RCT — and can provide additional evidence that can be used to direct which studies are worth follow up with RCTs.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationTriangulation of evidence from multiple methodologies subject to different sources and directions of bias can help identify bias in MR studies, and alignment of results across methodologies can improve confidence in an initial causal interpretation.
“Triangulation of evidence from multiple methodologies — using different methodologies that are subject to different sources and directions of potential bias — can help to identify bias in MR studies.6,7,155 Alignment of results across these different methodologies can improve confidence in an initial causal interpretation.”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [6] Munafò, M. R., Higgins, J. P. & Davey Smith, G. Triangulating evidence through the inclusion of genetically informed designs. Cold Spring Harb. Perspect. Med. 11, a040659 (2021). source
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- cites [7] Lawlor, D. A., Tilling, K. & Davey Smith, G. Triangulation in aetiological epidemiology. Int. J. Epidemiol. 45, 1866–1886 (2017).
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- cites [155] Davies, N. M. et al. Multivariable two-sample Mendelian randomization estimates of the effects of intelligence and education on health. eLife 8, e43990 (2019). source
Not checked in the free run.
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationThe J-shaped association between alcohol consumption and cardiovascular disease is artefactual; the apparent protective effect of moderate alcohol consumption is not causal.
“An example is the J-shaped association between alcohol consumption and cardiovascular disease; there is now consensus that this apparent protective effect of moderate levels of consumption is artefactual, as discussed above.130”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [130] Goldstein, J. L. & Brown, M. S. A century of cholesterol and coronaries: from plaques to genes to statins. Cell 161, 161–172 (2015). source
Not checked in the free run.
May combine two claims.
InterpretationreasoningIn epidemiological research, findings may be replicated in settings with nearly identical sources of bias, and such replication provides little independent confirmation, so even highly consistent replicated findings may not reflect true causal effects.
“In the context of epidemiological research, one area of concern is that findings may be replicated in settings with nearly identical sources of bias. Data with such replication provide little independent confirmation of the initial result and thus even highly consistent replicated findings may not reflect true causal effects.”
Quote in the paperNot a substantial claimMay combine two claims.
PremisecitationMR studies have shown that smoking causes lung cancer, but this is not useful therapeutically following the onset of the disease as smoking cessation is not a useful treatment once lung cancer has developed.
“For example, although MR studies have shown that smoking causes lung cancer186, this is not useful therapeutically following the onset of the disease as smoking cessation is not a useful treatment once lung cancer has developed.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [186] Davey Smith, G., Paternoster, L. & Relton, C. When will Mendelian randomization become relevant for clinical practice and public health? JAMA 317, 589–591 (2017). source
Not checked in the free run.
- Rests on an assumption: Smoking cessation is not a useful treatment once lung cancer has developed.
May combine two claims.
InterpretationreasoningIncreasing size of GWAS datasets can introduce problems: smaller and smaller effect sizes are being identified as significant, and such variants may affect the trait of interest through an upstream phenotype that might in turn influence the outcomes under investigation.
“Although the increasing size of GWAS datasets appears to be positive for MR studies, it can also introduce problems; smaller and smaller effect sizes are being identified as significant in GWAS and it is increasingly likely that such variants affect the trait of interest through an upstream phenotype that might in turn influence the outcomes under investigation.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
PremisecitationThe original conclusion that MR offers a more robust approach to understanding the effect of some modifiable exposures on health outcomes than much conventional observational epidemiology remains unchanged.
“When initially presented, it was concluded that “[MR] offers a more robust approach to understanding the effect of some modifiable exposures on health outcomes than does much conventional observational epidemiology”1 and that where possible, RCTs should follow to establish the effects of interventions. This conclusion remains unchanged, although moving towards formal triangulation of all pertinent”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [1] Davey Smith, G. & Ebrahim, S. ‘Mendelian randomization’: can genetic epidemiology contribute to understanding environmental determinants of disease? Int. J. Epidemiol. 32, 1–22 (2003). source
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationcitationThe situation with MR is moving towards the one seen in the meta-analysis literature, with the mass production of redundant, misleading, and conflicted publications.
“The situation with MR is now moving towards the one seen in the meta-analysis literature, with the mass production of redundant, misleading, and conflicted publications.183”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [183] Zhou, W. et al. Causal relationships between body mass index, smoking and lung cancer: univariable and multivariable Mendelian randomization. Int. J. Cancer 148, 1077–1086 (2021). source
Not checked in the free run.
Probably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing). May combine two claims.
PremisecitationTwo-sample MR studies are relatively easy to conduct and can contain clear errors.
“These are relatively easy to conduct — perhaps too easy — and they can contain clear errors as discussed and demonstrated elsewhere.81”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites [81] Bowden, J. et al. Improving the visualization, interpretation and analysis of two-sample summary data Mendelian randomization via the radial plot and radial regression. Int. J. Epidemiol. 47, 1264–1278 (2018). source
Not checked in the free run.
May combine two claims.
PremisereasoningAs GWAS of CRP and vitamin D increased in size, multiple variants that primarily influence adiposity were identified, and adiposity is a confounder of the observational association of these exposures with health outcomes.
“For example, as the GWAS of CRP and vitamin D increased in size, multiple variants that primarily influence adiposity were identified — with adiposity being a confounder of the observational association of these exposures with health outcomes.”
Quote in the paperSubstantial claim- Rests on an assumption: Adiposity is a confounder of the observational association of CRP and vitamin D with health outcomes.
May combine two claims.
PremisereasoningMR uses genetic variants that are fixed across the life course to estimate the lifetime effects of the exposure of interest, which introduces a potential limitation in the form of canalization.
“Finally, MR uses genetic variants that are fixed across the life course to estimate the lifetime effects of the exposure of interest. This introduces a potential limitation in the form of canalization, which refers to a natural tendency for the suppression of phenotypic variation among individuals despite contrasting genotypes.”
Quote in the paperNot a substantial claim- Rests on an assumption: MR uses genetic variants that are fixed across the life course to estimate the lifetime effects of the exposure of interest.
May combine two claims.
PremisecitationPapers reporting two-sample MR have grown rapidly over recent years and now constitute a large majority of published studies.
“Papers reporting two-sample MR have grown rapidly over recent years and now constitute a large majority of published studies.8,81”
Quote in the paperNot a substantial claim0 of 2 sources checked- cites [8] Richmond, R. C. & Davey Smith, G. Mendelian randomization: concepts and scope. Cold Spring Harb. Perspect. Med. https://doi.org/10.1101/cshperspect.a040501 (2022). source
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- cites [81] Bowden, J. et al. Improving the visualization, interpretation and analysis of two-sample summary data Mendelian randomization via the radial plot and radial regression. Int. J. Epidemiol. 47, 1264–1278 (2018). source
Not checked in the free run.
May combine two claims.
InterpretationreasoningAlthough MR has been a powerful tool for confirming or discovering factors that cause disease, it does not often identify therapeutic targets.
“This means that although MR has been a powerful tool for confirming or discovering factors that cause disease, it does not often identify therapeutic targets.185”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [185] Kim, Y.-I. Role of folate in colon cancer development and progression. J. Nutr. 133, 3731S–3739S (2003). source
Not checked in the free run.
May combine two claims.
PremisecitationThe onset and progression of Crohn's disease are associated with different genetic variants, indicating that different risk factors play a role in onset and development.
“For example, the onset and progression of Crohn’s disease are associated with different genetic variants, indicating that different risk factors play a role in onset and development.187”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [187] Ye, T., Shao, J. & Kang, H. Debiased inverse-variance weighted estimator in two-sample summary-data Mendelian randomization. Ann. Stat. 49, 2079–2100 (2021).
Not checked in the free run.
May combine two claims.
InterpretationreasoningThis bias can influence the generalizability of MR findings and exacerbate existing inequity in medical research.
“This can influence the generalizability of MR findings and exacerbate existing inequity in medical research.”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationMost contemporary MR studies rely on available GWAS data and suffer from considerable bias with respect to representativeness of populations according to geography and ancestry.
“As most contemporary MR studies rely on available GWAS data, they unfortunately suffer from considerable bias with respect to representativeness of populations according to geography and ancestry.184”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [184] Lee, J. C. et al. Genome-wide association study identifies distinct genetic contributions to prognosis and susceptibility in Crohn’s disease. Nat. Genet. 49, 262–268 (2017). source
Not checked in the free run.
- Rests on an assumption: Most contemporary MR studies rely on available GWAS data.
May combine two claims.
InterpretationcitationAll forms of selection biases could bias MR estimates, so careful assessment of the potential for selection into the sample or samples used in an MR study is important.
“All forms of selection biases could bias MR estimates and so careful assessment of the potential for selection into the sample or samples used in an MR study is important.65”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [65] Sargan, J. D. The estimation of economic relationships using instrumental variables. Econometrica 26, 393–415 (1958). source
Not checked in the free run.
May combine two claims.
PremisecitationMost studies recruit survivors of the original birth cohorts, so all participants must have survived to observe the outcome; selection on surviving genetic make-up and the outcome or a competing risk effectively applies covariable adjustment on survival into the estimates.
“In addition, most studies recruit survivors of the original birth cohorts. This means all participants must have survived in order to observe whether they get the outcome of interest. Selection of participants on surviving their genetic make-up and the outcome of interest or a competing risk of the outcome effectively applies covariable adjustment on survival into the estimates.173–175”
Quote in the paperSubstantial claim0 of 3 sources checked- cites [173] Hernán, M. A. Invited commentary: selection bias without colliders. Am. J. Epidemiol. 185, 1048–1050 (2017). source
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- cites [174] Mahmoud, O., Dudbridge, F., Davey Smith, G., Munafo, M. & Tilling, K. Slope-Hunter: a robust method for index-event bias correction in genome-wide association studies of subsequent traits. Nat. Commun. (in the press).
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- cites [175] Waddington, C. H. Canalization of development and the inheritance of acquired characters. Nature 150, 563–565 (1942). source
Not checked in the free run.
- Rests on an assumption: Most studies recruit survivors of the original birth cohorts.
May combine two claims.
InterpretationreasoningThe resulting bias can be accounted for through multivariable MR if the upstream factor is known; however, in many cases it is not, so bias will remain undetected.
“The resulting bias can be accounted for through multivariable MR if the upstream factor is known; however, in many cases it is not and thus bias will remain undetected.”
Quote in the paperSubstantial claim- Rests on an assumption: Adiposity is a confounder of the observational association of CRP and vitamin D with health outcomes.
May combine two claims.
InterpretationcitationThis form of selection bias is likely particularly problematic for studies of harmful exposures on disease outcomes that occur in later life and will be least evident in studies where the exposure does not affect survival to recruitment.
“This form of selection bias is likely to be particularly problematic for studies of harmful exposures on disease outcomes that occur in later life and will be least evident in studies where the exposure does not affect survival to recruitment.176”
Quote in the paperSubstantial claim0 of 1 sources checked- cites [176] Debat, V. & David, P. Mapping phenotypes: canalization, plasticity and developmental stability. Trends Ecol. Evol. 16, 555–561 (2001). source
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May combine two claims.
PremisecitationCase-only study designs may be severely compromised by collider bias, which must be taken into account in data analysis.
“Importantly, case-only study designs may be severely compromised by collider bias[[G] 56,64, which must be taken into account in data analysis185.”
Quote in the paperNot a substantial claim0 of 3 sources checked- cites [56] Hernán, M. A., Hernández-Díaz, S. & Robins, J. M. A structural approach to selection bias. Epidemiology 15, 615–625 (2004). source
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- cites [64] Hughes, R. A., Davies, N. M., Davey Smith, G. & Tilling, K. Selection bias when estimating average treatment effects using one-sample instrumental variable analysis. Epidemiology 30, 350–357 (2019). source
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- cites [185] Kim, Y.-I. Role of folate in colon cancer development and progression. J. Nutr. 133, 3731S–3739S (2003). source
Not checked in the free run.
The paper relies on this without support.
There is an urgent need for MR tools because many causal questions in health research cannot be adequately answered with conventional observational study designs or are not amenable to evaluation with RCTs for logistical or ethical reasons.
“There is an urgent need for these tools as many causal questions in health research cannot be adequately answered with conventional observational study designs or are not amenable to evaluation with RCT’s for logistical or ethical reasons.”
The authors state this as an assumption.
Genetic variants provide a source of exogenous variation in the exposure and can act as an instrumental variable.
“MR is based on the assumption that genetic variants provide a source of such exogenous variation in the exposure and can therefore act as an instrumental variable.1”
The authors state this as an assumption.
The relationship between the exposure and the outcome is linear across different values of the exposure for the vast majority of MR estimation methods.
“Additionally, the vast majority of MR estimation methods (with non-linear MR30 being the notable exception) impose the assumption that the relationship between the exposure and the outcome is linear across different values of the exposures.”
The authors state this as an assumption.
Changes in genetic variation are equivalent in their effects to changes in the exposure through environmental or pharmaceutical manipulation (gene-environment equivalence).
“Finally, data used in MR additionally require the assumption that changes in genetic variation are equivalent in their effects to changes in the exposure through environmental or pharmaceutical manipulation — a concept known as gene-environment equivalence.32”
The authors state this as an assumption.
For two-sample MR estimation, the two samples are from the same underlying population, or more narrowly that the association between the genetic variants and exposure is the same in both samples.
“An important assumption for two-sample MR estimation is that the two samples are from the same underlying population, or more narrowly that the association between the genetic variants and exposure is the same in both samples, although that exposure may not be measured or reported in the sample included in the outcome dataset.39”
The authors state this as an assumption.
Overidentification tests rely on the assumption that each IV estimates the same causal effect.
“They also rely on the assumption that each IV estimates the same causal effect, which may not be true for complex traits where different genetic variants potentially act as genetic instruments for different aspects of the trait.”
The authors state this as an assumption.
sisVIVE and adaptive LASSO assume that multiple IVs are available and that a majority or plurality of the proposed IVs are valid.
“These methods assume that multiple IVs are available and that a majority or plurality of the proposed IVs are valid.”
The authors state this as an assumption.
For inverse-variance weighted estimation, the genetic variants are independent of each other.
“One important assumption for IVW estimation is that the genetic variants are independent of each other.41”
The authors state this as an assumption.
MR Egger analysis assumes that across all instruments, the magnitude of the pleiotropic effect is unrelated to the strength of the association between the genetic variant and the phenotype of interest (the InSIDE assumption).
“MR Egger analysis assumes that across all instruments, the magnitude of the pleiotropic effect is unrelated to the strength of the association between the genetic variant and the phenotype of interest (known as the InSIDE assumption)”
The authors state this as an assumption.
Multivariable Mendelian randomization assumes that pleiotropic pathways operate through known and well-measured phenotypes that are also included in the estimation.
“multivariable MR assumes pleiotropic pathways operate through known and well-measured phenotypes that are also included in the estimation.”
The authors state this as an assumption.
For multivariable Mendelian randomization, each exposure must be robustly predicted by the instruments, conditional on the other exposures included in the estimation (MVIV1).
“each exposure must be robustly predicted by the instruments, conditional on the other exposures included in the estimation (Multivariable instrumental variable condition 1, or MVIV1)”
The authors state this as an assumption.
For multivariable Mendelian randomization, there must be no confounders of the outcome and any of the instruments (MVIV2).
“there must be no confounders of the outcome and any of instruments (MVIV2)”
The authors state this as an assumption.
For multivariable Mendelian randomization, none of the instruments can have an effect on the outcome that does not act through at least one of the exposures (MVIV3).
“none of the instruments can have an effect on the outcome that doesn’t act through at least one of the exposures (MVIV3)”
The authors state this as an assumption.
Bayesian colocalization strategies assume that summary data exist for multiple variants in a region, with sufficient density such that any causal variant or variants for an outcome and exposure are likely to be included in the set of variants studied.
“the latter assume summary data exist for multiple variants in a region, with sufficient density such that any causal variant or variants for an outcome and exposure are likely to be included in the set of variants studied.”
The authors state this as an assumption.
The conclusion about alcohol consumption and vascular disease risk assumes no selection bias.
“assuming no selection bias”
The paper relies on this without support.
Genetic variants are generally fixed at conception.
“As genetic variants are generally fixed at conception, it is not intuitively clear how confounding of the instrument and the outcome can occur in MR studies.”
The paper relies on this without support.
Most studies recruit survivors of the original birth cohorts.
“In addition, most studies recruit survivors of the original birth cohorts.”
The paper relies on this without support.
MR uses genetic variants that are fixed across the life course to estimate the lifetime effects of the exposure of interest.
“Finally, MR uses genetic variants that are fixed across the life course to estimate the lifetime effects of the exposure of interest.”
The paper relies on this without support.
Most contemporary MR studies rely on available GWAS data.
“As most contemporary MR studies rely on available GWAS data, they unfortunately suffer from considerable bias with respect to representativeness of populations according to geography and ancestry.184”
The paper relies on this without support.
Adiposity is a confounder of the observational association of CRP and vitamin D with health outcomes.
“with adiposity being a confounder of the observational association of these exposures with health outcomes.”
The paper relies on this without support.
Smoking cessation is not a useful treatment once lung cancer has developed.
“as smoking cessation is not a useful treatment once lung cancer has developed.”
The paper relies on this without support.
The underlying magnitude of the effect in drug-target MR is very small.
“using a genetic instrument for treatment as part of a drug-target MR means that the underlying magnitude of the effect on which potential genetic effect modifiers are investigated is very small”
The paper relies on this without support.
The least plausible assumption may be shared by many methods.
“although the least plausible assumption may be shared by many methods”
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
Mendelian randomization uses germline genetic proxies as instruments to evaluate causality for lifelong modifiable exposures with disease and overcome some limitations of traditional observational studies.
“Mendelian randomization (MR) uses germline genetic proxies as instruments to evaluate the causality for lifelong modifiable exposures with disease, and thus overcome some of the limitations of traditional observational studies12.”
From Genetic insights into causal effects of lipids and lipid-modifying targets on calcific aortic valve stenosis: a Mendelian randomized study (2025) · cites this paper as [12]
Self-check
Percentages, sums and reported differences re-computed from the paper’s own numbers.
Each contradiction between two passages listed here was confirmed by an independent check.
Bidirectional MR inference reverses the reported direction of effect
MajorThe stated pattern-dementia-associated variants influencing hearing loss, but hearing-loss-associated variants not influencing dementia-supports dementia affecting hearing loss, not the stated conclusion that hearing loss causes dementia.
“If genetic variants known to associate with dementia influence hearing loss and genetic variants known to associate with hearing loss do not influence dementia risk, this suggests that hearing loss is a causal determinant of dementia.”
“a bidirectional MR would first conduct an MR analysis of the effect of liability to dementia on hearing and then for the effect of hearing on dementia.”
IVW regression description mislabels the outcome association
MinorThe section defines π as the variant-exposure association and Γ as the variant-outcome association, but then calls π the variant-outcome association in its description of the regression.
“The IVW estimate can equivalently be obtained by regressing the genetic variant-outcome association, πl∧, on the genetic variant-exposure association, π^l, (without an intercept)”
“MR estimation with summary level data requires estimates of π^l, the estimated effect of genetic variant l on the exposure with variance σx,l2, and Γl∧, the estimated effect of genetic variant l on the outcome with variance σy,l2.”
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Zanoaga, M. D., Friligkou, E., He, J., Pathak, G. A., Koller, D., Cabrera‐Mendoza, B., Stein, M. B., & Polimanti, R. A. (2023) · Biological Psychiatry · doi:10.1016/j.biopsych.2023.11.006 · Cited by 42 · see citing works
From classical mendelian randomization to causal networks for systematic integration of multi-omics
Yazdani, A., Yazdani, A., Méndez-Giráldez, R., Samiei, A., Kosorok, M. R., & Schaid, D. J. (2022) · Frontiers in Genetics · doi:10.3389/fgene.2022.990486 · Cited by 41 · see citing works
Statistical Learning Methods for Neuroimaging Data Analysis with Applications
Hongtu Zhu, B., Li, T., & Zhao, B. (2023) · Annual Review of Biomedical Data Science · doi:10.1146/annurev-biodatasci-020722-100353 · Cited by 41 · see citing works
Genetic underpinning of the comorbidity between type 2 diabetes and osteoarthritis
Arruda, A. L., Hartley, A. E., Katsoula, G., Smith, G. D., Morris, A. P., & Zeggini, E. (2023) · The American Journal of Human Genetics · doi:10.1016/j.ajhg.2023.06.010 · Cited by 41 · see citing works
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GDF15 links adipose tissue lipolysis with anxiety
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Examining the shared etiology of psychopathology with genome-wide association studies
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Gut microbiota and sepsis: bidirectional Mendelian study and mediation analysis
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Trauma, adversity, and biological aging: behavioral mechanisms relevant to treatment and theory
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- Authors
- Sanderson, E., Glymour, M. M., Holmes, M. V., Kang, H., Morrison, J., Munafò, M. R., Palmer, T., Schooling, C. M., Wallace, C., Zhao, Q., & Davey Smith, G.
- Affiliations
- University of Bristol (GB)
- University of California, San Francisco (US)
- University of Wisconsin–Madison (US)
- University of Michigan (US)
- City University of New York (US)
- University of Cambridge (GB)
- Corresponding author
- Sanderson, Eleanor
- ORCID
- Venue
- Nature Reviews Methods Primers
- Published
- 2022-02-10
- Volume
- 2
- Issue
- 1
- ISSN
- 2662-8449 (ISSN-L)
- PMC
- PMC7614635
- OpenAlex
- W4211103501
- Semantic Scholar
- a18b5dabdb938b4c3b9f909a34a109d7744cc5a8
- Cited by
- 2,229
- References
- 222
- Citations by year
- 2026: 450 · 2025: 782 · 2024: 688 · 2023: 243 · 2022: 66
- FWCI
- 69.62
- Type
- journal article
- Language
- en
- Open access
- green
- www.ncbi.nlm.nih.gov
- Locations
- Nature Reviews Methods Primers (publishedVersion)
- PubMed (publishedVersion)
- PubMed Central (acceptedVersion)
- Explore Bristol Research (acceptedVersion, other-oa)
- Bristol Research (University of Bristol) (submittedVersion, other-oa)
- Funders
- Wellcome Trust (107881/Z/15/Z, WT107881)
- British Heart Foundation (FS/18/23/33512)
- Medical Research Council (MC_UU_00011/7, MC_UU_00002/4, MC_UU_00011/3, MC_UU_00011/1)
- National Institute on Aging (R01AG057869)
- Topics
- Life Sciences › Biochemistry, Genetics and Molecular Biology › Genetics › Genetic Associations and Epidemiology
- Physical Sciences › Mathematics › Statistics and Probability › Advanced Causal Inference Techniques
- Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods in Epidemiology
- Keywords
- Mendelian randomization, causal inference, genetic instruments, unmeasured confounding, Mendelian inheritance, triangulation, genomic data
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
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