2 Second Chapter

2.1 Measuring Disease: Mortality and Morbidity

  • Epidemiological investigation often involves counting the number of disease outcomes or selecting participants according to their disease status (e.g. diseased/not diseased)

  • thus we need a clear definition of “disease”

  • mortality: death due to the disease in question

  • morbidity: being sick with the disease in question

  • morbidity may be subdivided into degrees of severity

  • often severity of disease is linked with the source of information

  • “disease iceberg”

    • moving down the disease iceberg: more cases, but less severe

    • see diagram overleaf for an example based upon disease data obtained from death certificates and hospital records

Disease Iceberg: number of and severity of disease linked to source

Unnumbered Figure: Link

Measuring Disease: Incidence and Prevalence

  • In addition to defining disease we also need to decide how to count disease

  • incidence (I): number of new cases of the disease within a specified period of time

  • prevalence (P): number of existing cases of the disease at a particular point in time

  • incidence and prevalence are often very different for the same disease in the same population

  • prevalence depends upon incidence but also depends upon the duration of the disease

  • a rarely cured chronic disease will have a greater prevalence than incidence, whereas, a disease which leads to death soon after diagnosis will have a higher incidence than prevalence

  • if the incidence rate and average duration (D¯) of the disease are constant over time, then

    P=ID¯
  • example: incidence rate 9.1 cases per 100 person-years, average disease duration 3.3 years prevalence about 30 cases per 100 persons

Measuring Disease: Relative Measures

  • both incidence and prevalence are typically measured on a relative scale: for example, to the size of population at risk at time t, for example, mid-year

  • prevalence (P)

    P=number of people with the disease at a specified time tnumber in the population at risk at the specified time t
  • incidence rate (I)

    I=number of people who develop disease in a specified time periodsum of the length of time during which each person in the population is at risk

    The total observation time is known as the person-time of observation and is commonly expressed as person-years. Estimates of incidence rates are often given by the units: per person-years or per 1000 person-years or per 100,000 person-years

Incidence rate example: stroke in females in the USA by smoking status

In a study in the USA the incidence rate of stroke was measured in 118,539 who were aged 30-55 years. The data and incidence rate by smoking status is given below. The rate was higher for smokers than non-smokers and ex-smokers were intermediate

Smoking category Number of cases Person years Stroke incidence rate
of stroke of observation (per 100,000
(over 8 years) person-years)
Never smoked 70 395,594 17.7
Ex-smoker 65 232,712 27.9
Smoker 139 280,141 49.6
Total 274 908,447 30.2

Measuring Disease: Prevalence vs Incidence

  • prevalence measures

    • better suited for descriptive as opposed to analytical studies. For example, the burden of a disease in a geographical region make appropriate plans for allocation of resources

    • whilst such measures may suggest possible causal factors they cannot provide convincing evidence

  • incidence

    • better for studying aetiology since they can better establish the sequence of events

    • they are not susceptible to survival bias

    • survival bias: suppose taking vitamin C results in better survival and not taking vitamin leads to rapid death. Prevalence may then be related to vitamin C consumption

Measuring Disease: Cumulative Incidence Risk

  • an alternative measure of disease occurrence used to estimate risk

  • cumulative incidence risk (CI)

    CI=Number of people who get a disease during a specified periodNumber of people free of the disease at the beginning of the period
  • risk (probability) of developing a disease (unlike incidence)

  • example: 23 deaths in one year out of a population with 10,000 persons at risk at beginning of the year CI=23/10,000=0.23%

Mortality Rates

  • deaths are vital registrations and information on death by cause is routinely collected in many countries

  • the mortality rate is a measure of the disease frequency in populations

  • such data provide invaluable information on temporal and graphical trends in disease

  • the crude mortality rate is given by the number of deaths in a specified period of time, divided by the average population at risk during that period multiplied by the length (years) of the study period (person-years)

  • the value is again typically multiplied by 1000 etc

  • typically the crude rate is not that informative due to confounders. A more useful summary is the standardised rate

  • in practice standardisation is typically, minimally, with respect to age and gender

  • we will consider standardisation later in the module