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Peer-reviewedCC BYStatistics in medicine

Valid Inference for Two Sample Summary Statistics Mendelian Randomization.

  1. 1Department of Biostatistics, University of Iowa, Iowa City, Iowa, USA.
  2. 2Department of Biostatistics, Harvard T.H. Chan School of Public Health, Boston, Massachusetts, USA.

Abstract

Mendelian randomization (MR) studies increasingly rely on summary statistics from genome-wide association studies (GWASs). However, current summary-data methods treat marginal GWAS effect estimates as independent across instrumental single-nucleotide polymorphisms (SNPs), which holds only when the SNPs have no effect. Without imposing this independence assumption, we derive expressions for the two-stage least squares (TSLS), two-sample TSLS (TSTSLS), and generalized method-of-moments estimators together with their variance estimators using only GWAS summary statistics, assuming the instrumental SNPs are in linkage equilibrium. We show that the widely used inverse-variance weighted (IVW) estimator is generally not equivalent to either TSLS or TSTSLS, contrary to a common claim in the MR literature. We further demonstrate that the conventional IVW standard error is generally inconsistent and provide a consistent alternative. Extensive simulations confirm the theoretical results and reveal that Wald confidence intervals based on summary statistics can be anti-conservative. An application to publicly available GWAS summary statistics on body mass index and systolic blood pressure illustrates the practical implications of the proposed methodology.

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BibTeX
@article{wang2026valid,
  title = {{Valid Inference for Two Sample Summary Statistics Mendelian Randomization.}},
  author = {Kai Wang and Grace Z Wang},
  journal = {Statistics in medicine},
  year = {2026},
  month = oct,
  doi = {10.1002/sim.70784},
  url = {https://europepmc.org/article/MED/42893902},
  note = {CC BY},
}
RIS
TY  - JOUR
TI  - Valid Inference for Two Sample Summary Statistics Mendelian Randomization.
AU  - Kai Wang
AU  - Grace Z Wang
PY  - 2026
DA  - 2026/10/01
JO  - Statistics in medicine
DO  - 10.1002/sim.70784
UR  - https://europepmc.org/article/MED/42893902
AB  - Mendelian randomization (MR) studies increasingly rely on summary statistics from genome-wide association studies (GWASs). However, current summary-data methods treat marginal GWAS effect estimates as independent across instrumental single-nucleotide polymorphisms (SNPs), which holds only when the SNPs have no effect. Without imposing this independence assumption, we derive expressions for the two-stage least squares (TSLS), two-sample TSLS (TSTSLS), and generalized method-of-moments estimators together with their variance estimators using only GWAS summary statistics, assuming the instrumental SNPs are in linkage equilibrium. We show that the widely used inverse-variance weighted (IVW) estimator is generally not equivalent to either TSLS or TSTSLS, contrary to a common claim in the MR literature. We further demonstrate that the conventional IVW standard error is generally inconsistent and provide a consistent alternative. Extensive simulations confirm the theoretical results and reveal that Wald confidence intervals based on summary statistics can be anti-conservative. An application to publicly available GWAS summary statistics on body mass index and systolic blood pressure illustrates the practical implications of the proposed methodology.
SN  - 0277-6715
SN  - 1097-0258
ER  -