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Statistical considerations for sex inclusion in clinical studies
1Biostatistics & Clinical Epidemiology Service, National Institutes of Health - Clinical Center, United States.
Annals of Epidemiology
|February 6, 2026
Summary
This study introduces statistical methods to integrate Sex as a Biological Variable (SABV) in research, addressing bias from omitted variables and interactions to improve health equity.
Area of Science:
- Epidemiologic research
- Clinical research methodology
- Biostatistics
Background:
- The NIH Office of Research on Women's Health (ORWH) developed the 4Cs framework to integrate Sex as a Biological Variable (SABV).
- Existing research often overlooks sex-specific patterns due to methodological oversights.
- Ensuring scientific rigor and equity requires addressing sex as a biological variable.
Purpose of the Study:
- To provide applied statistical guidance for implementing Sex as a Biological Variable (SABV) in clinical research.
- To illustrate how sex-related bias can emerge in study design, analysis, and reporting.
- To enhance the generalizability and equity of research findings.
Main Methods:
- Utilized a simulated myocardial infarction (MI) case to demonstrate statistical principles.
- Illustrated potential sex-related biases stemming from omitted variables, underrepresentation, and unmodeled interactions.
- Applied statistical approaches for study design, data analysis, and reporting of SABV.
Main Results:
- Demonstrated that methodological oversights can mask crucial sex-specific health outcomes.
- Showcased how unmodeled interactions and underrepresentation introduce sex-related bias.
- Highlighted the impact of these biases on the generalizability of research findings.
Conclusions:
- Implementing SABV through robust statistical methods is essential for accurate health outcome assessment.
- The described statistical principles are broadly applicable to epidemiologic research globally.
- Adoption of these methods will improve scientific rigor and promote health equity.
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