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Causal Inference in Clinical Research: A Primer
Nasir Z Bashir1, Moritz Kebschull2,3,4, Stephen Burgess1,5
1MRC Biostatistics Unit, University of Cambridge, Cambridge, UK.
Journal of Periodontal Research
|July 17, 2026
Summary
Causal inference helps researchers understand disease causes and treatments by moving beyond associations to explore "what if" scenarios. This overview emphasizes assumptions and methods for robust causal claims in research.
Area of Science:
- Epidemiology and Biostatistics
- Causal Inference Methodology
- Periodontology Research Applications
Background:
- Scientific inquiry fundamentally relies on understanding causal relationships, particularly in disease etiology and treatment.
- Applied researchers need accessible methods to distinguish causal effects from mere associations.
Purpose of the Study:
- To provide an overview of causal inference for applied researchers.
- To emphasize intuition and practical examples from periodontology.
- To introduce tools and frameworks for addressing causal questions.
Main Methods:
- Introduction to directed acyclic graphs (DAGs) for visualizing causal structures and identifying threats like confounding.
- Discussion of randomized controlled trials (RCTs) as the gold standard.
- Presentation of a three-step framework: causal question, causal effect identification, and analysis.
- Outline of design-based and adjustment-based identification strategies.
Main Results:
- Causal reasoning focuses on the impact of changing an exposure on an outcome.
- DAGs help explicate assumptions and identify potential biases.
- Both RCTs and observational studies are discussed, with a focus on assumptions for causal identification from observational data.
- The credibility of causal claims hinges on the plausibility of underlying assumptions, not solely on statistical methods.
Conclusions:
- Causal inference is assumption-driven, requiring careful consideration of the scientific context.
- Applied researchers can utilize frameworks and tools like DAGs to strengthen causal claims.
- Understanding and making assumptions explicit is crucial for valid causal inference, especially when using observational data.
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