21.3 Biostatistics, Study Design & Critical Appraisal

Key Takeaways

  • The randomized controlled trial is the strongest single study design for establishing that an intervention causes an effect, and systematic reviews of such trials sit above it in the evidence hierarchy
  • A case-control study yields an odds ratio and a cohort study yields relative risk, which is why odds ratios appear in studies of rare outcomes
  • A p-value below 0.05 indicates statistical significance but says nothing about clinical importance or effect size
  • A 95 percent confidence interval for a relative risk or odds ratio that includes 1.0 indicates a non-significant result
  • Number needed to treat is the reciprocal of the absolute risk reduction, and relative risk reduction alone systematically overstates benefit
Last updated: August 2026

Biostatistics, Study Design & Critical Appraisal

Why this matters on the INBDE: FK10 carries 10% of examination items — roughly 50 items — and it is the area candidates most often skip entirely. The content is finite and highly learnable, which makes it one of the best returns on study time available.

The Evidence Hierarchy

LevelDesignStrength and use
1Systematic review / meta-analysis of randomized controlled trialsHighest level for therapy questions; a meta-analysis statistically pools results
2Randomized controlled trial (RCT)The only design that reliably establishes causation, because randomization balances known and unknown confounders
3Cohort studyFollows exposed and unexposed groups forward; yields relative risk and incidence
4Case-control studyStarts with the outcome and looks backward at exposure; yields an odds ratio; efficient for rare outcomes and long latency
5Cross-sectional studyA snapshot at one point in time; yields prevalence; cannot establish temporality
6Case series / case reportDescriptive; hypothesis-generating only
7Expert opinion, bench research, animal studiesLowest for clinical decisions

A critical distinction: the hierarchy applies to therapy questions. For a prognosis question the best design is a cohort study; for diagnostic accuracy it is a cross-sectional study comparing the test against a reference standard in an appropriate spectrum of patients; for harm from a rare event it is often a case-control study, because an RCT would be unethical or impossibly large.

Features that make a trial trustworthy

  • Randomization — allocation by chance, balancing confounders.
  • Allocation concealment — the person enrolling cannot know the next assignment.
  • Blinding — single (patient), double (patient and clinician/assessor), or triple (including the analyst). Placebo control where feasible.
  • Intention-to-treat analysis — participants are analyzed in the group to which they were randomized, regardless of what they actually received. This preserves randomization and is the conservative analysis; per-protocol analysis exaggerates benefit.
  • Adequate power and a pre-specified primary outcome.
  • Accounting for all participants — high or differential loss to follow-up undermines the result.

Descriptive Statistics

MeasureDefinitionWhen to prefer it
MeanArithmetic averageSymmetric, normally distributed data
MedianMiddle valueSkewed data or outliers — income, waiting times, pocket depths in a diseased population
ModeMost frequent valueCategorical data
RangeMaximum minus minimumCrude spread; sensitive to outliers
Standard deviationAverage deviation from the meanSpread of the data
Standard error of the meanSD divided by the square root of nPrecision of the estimate; always smaller than SD

In a normal distribution, approximately 68% of values fall within one standard deviation of the mean, 95% within two, and 99.7% within three. In a right-skewed distribution the mean exceeds the median; in a left-skewed distribution the median exceeds the mean.

Levels of measurement

ScaleDefinitionDental example
NominalCategories without orderTooth type, sex, material used
OrdinalOrdered categories with unequal intervalsMobility Class I/II/III, plaque index, pain 0–10
IntervalEqual intervals, arbitrary zeroTemperature in Celsius
RatioEqual intervals, true zeroProbing depth in millimeters, age, DMFT count

Inferential Statistics

Hypothesis testing

  • The null hypothesis states there is no difference. Statistics test whether the observed data are compatible with it.
  • The p-value is the probability of obtaining a result at least as extreme as the observed one if the null hypothesis were true. A p-value below the conventional alpha of 0.05 is called statistically significant.
  • A p-value is not the probability that the null hypothesis is true, and it says nothing about effect size or clinical importance. With a large enough sample, a clinically trivial difference becomes statistically significant.
ErrorDefinitionControlled by
Type I (alpha)Rejecting a true null — a false positive findingSetting alpha, usually 0.05; correcting for multiple comparisons
Type II (beta)Failing to reject a false null — a false negativePower = 1 − beta, conventionally 0.80 or higher; achieved chiefly through sample size

Confidence intervals

A 95% confidence interval is the range that would contain the true population value in 95% of repeated samples. It is more informative than a p-value because it conveys both significance and precision.

  • For a ratio measure (relative risk, odds ratio, hazard ratio), an interval that includes 1.0 is not significant.
  • For a difference measure (mean difference, risk difference), an interval that includes 0 is not significant.
  • A wide interval signals imprecision, usually from a small sample.

Common tests

ComparisonTest
Two independent group means, continuous dataIndependent t-test
Paired measurements (before/after in the same subjects)Paired t-test
Three or more group meansANOVA
Categorical proportionsChi-square (Fisher exact test for small expected counts)
Relationship between two continuous variablesCorrelation (r), then regression for prediction
Time to an eventKaplan-Meier survival analysis, log-rank test, Cox regression
Non-normal or ordinal dataNon-parametric equivalents — Mann-Whitney U, Wilcoxon signed-rank, Kruskal-Wallis

Correlation coefficients run from −1 to +1. Correlation does not establish causation, and the coefficient describes only a linear relationship.

Measures of Effect

MeasureFormula in wordsNote
IncidenceNew cases in a population at risk over a periodRequires follow-up
PrevalenceExisting cases at a point in timeFrom cross-sectional data
Relative risk (RR)Risk in exposed divided by risk in unexposedCohort studies and RCTs
Odds ratio (OR)Odds of exposure in cases divided by odds in controlsCase-control studies; approximates RR when the outcome is rare
Absolute risk reduction (ARR)Control event rate minus treated event rateThe clinically meaningful magnitude
Relative risk reduction (RRR)ARR divided by control event rateSystematically sounds larger than it is
Number needed to treat (NNT)1 divided by the ARRNumber of patients treated to prevent one event; smaller is better

The classic appraisal trap: a paper reports a "50% reduction in caries." If the control incidence was 2% and the treated incidence 1%, the relative reduction is 50% but the absolute reduction is 1 percentage point, and the NNT is 100. Always ask for the absolute numbers.

Diagnostic Test Measures

MeasureDefinition
SensitivityTrue positives divided by all who have the disease — SnNout
SpecificityTrue negatives divided by all without the disease — SpPin
Positive predictive valueTrue positives divided by all who test positive — falls as prevalence falls
Negative predictive valueTrue negatives divided by all who test negative — rises as prevalence falls
ReliabilityReproducibility — kappa for categorical agreement, intraclass correlation for continuous
ValidityWhether the test measures what it claims

Kappa corrects agreement for chance: values above roughly 0.80 represent excellent agreement, 0.60–0.80 substantial, 0.40–0.60 moderate, and below 0.40 poor.

Bias and Confounding

ProblemDescriptionRemedy
Selection biasThe sample is not representative of the target populationRandom sampling, consecutive enrollment, clear eligibility criteria
Information / measurement biasSystematic error in measuring exposure or outcomeCalibration, standardized instruments, blinding
Recall biasCases remember exposures differently from controlsProspective design, records-based exposure
Observer biasThe assessor's expectation influences measurementBlinded outcome assessment
Attrition biasDifferential loss to follow-up between groupsIntention-to-treat, sensitivity analysis
Publication biasPositive studies are more likely to be publishedTrial registries, funnel plots
ConfoundingA third variable is associated with both exposure and outcomeRandomization (best), restriction, matching, stratification, multivariable adjustment

The classic dental confounder is smoking, which is associated with both periodontal disease and many exposures of interest. A study reporting an association between periodontitis and an outcome that does not adjust for smoking has not answered the question.

Research Ethics

Human-subjects research requires Institutional Review Board (IRB) approval, informed consent for research that is distinct from clinical consent, protection of vulnerable populations (children, prisoners, cognitively impaired adults), an independent data safety monitoring board for higher-risk trials, and disclosure of conflicts of interest and funding sources. Equipoise — genuine uncertainty about which arm is superior — is the ethical precondition for randomizing patients at all.

Test Your Knowledge

Investigators identify 200 patients with oral squamous cell carcinoma and 200 matched patients without it, then compare their prior areca nut use. What study design is this, and which measure of association does it produce?

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Test Your Knowledge

A trial reports that a varnish reduces caries incidence from 4 percent to 2 percent over two years. What is the number needed to treat?

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Test Your Knowledge

A study reports a relative risk of 1.35 with a 95 percent confidence interval of 0.88 to 2.07. How should this be interpreted?

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Test Your Knowledge

Which analytic approach preserves the benefit of randomization when some trial participants do not receive their assigned treatment?

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