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. 2004 Jun;10(6):1165–1167. doi: 10.3201/eid1006.031023

SARS Epidemiology Modeling

Ying-Hen Hsieh *, Jen-Yu Lee *, Hsiao-Ling Chang
PMCID: PMC3323156  PMID: 15224675

To the Editor: To assess the effectiveness of intervention measures during the recent severe acute respiratory syndrome (SARS) pandemic, Zhou and Yan (1) used Richards model, a logistic-type model, to fit the cumulative number of SARS cases reported daily in Singapore, Hong Kong, and Beijing. The key to using mathematical models for SARS epidemiology is understanding the models (2). In the Richards model (1), the function F(S) in the model was described as measuring "the effectiveness of intervention measures." The parameters in F(S), namely the maximum cases load K and the exponent of deviation a, depict the actual progression of the epidemic as described by the reported data. In other words, the parameter estimates are used to quantify end results of the intervention measures implemented during the outbreaks. Simply put, the all-important question of "what if?" was not answered by their result. To gauge the effectiveness of intervention measures, one should consider a more complicated model with variable maximum case load and growth rate (r) that highlights the time-varying nature of an epidemic and its dependence on the intervention measures implemented during the epidemic.

Predicting the trend of an epidemic from limited data during early stages of the epidemic is often futile and sometimes misleading (3). Nevertheless, early prediction of the magnitude of an epidemic outbreak is immeasurably more important than retrospective studies. But how early is too early? Intuitively, the cumulative case curve will always be S-shaped and well-described by a logistic-type model. The essential factor is the time when the inflection of the cumulative case curve occurs, i.e., the moment when a rapid increase in case numbers is replaced by a slower increase. Since the inflection point, approximated by tm (1), dictates the point in time when the rate of increase of cumulative case numbers reaches its maximum, the moment marks the key turning point when the spread of the disease starts to decline. As long as the data include this inflection point and a time interval shortly after, the curve fitting and predicting future case number will be reasonably accurate.

To illustrate this point more precisely, the cumulative SARS case data by onset date in Taiwan were obtained from the SARS databank of Taiwan Center for Disease Control. The data cover the time from February 25, 2003, the onset date of the first confirmed SARS case, to June 15, 2003, the onset date of the last confirmed case; a total of 346 SARS cases were confirmed during the 2003 outbreak in Taiwan (4). The cumulative case data are fitted to the cumulative case function S(t) in Richards model with the initial time t0 = 0 being February 25 and the initial case number S0 = S(0) = 1. Description of the model, as well as the result of the parameter estimation, is shown in Tables A1-A6. The estimates for the parameters are r = 0.136 (95% confidence interval [CI] 0.121 to 0.150), K = 343.4 (95% CI 339.7 to 347.1), a = 1.07 (95% CI 0.80 to1.35), and the approximate inflection point at tm = 66.62 (95% CI 63.9 to 69.3) with adjusted r2 >0.998, p < 0.0001 for the goodness-of-fit of the model (Figure). The result indicates that the inflection point occurred on May 3, and the estimate for the maximum case number K = 343.3 is 0.8% off the actual total case numbers.

Figure.

Figure

SARS cases, Taiwan, 2003, using Richards model; t = real data. A, confirmed cases; B, estimated cases using the truncated data.

Moreover, the case number data are sorted by onset date. Given a mean SARS incubation of 5 days (4–6 days) (5), the inflection point for SARS in Taiwan could be traced back to 5 days before May 3, namely April 28. On April 26, the first SARS patient in Taiwan died. Starting April 28, the government implemented a series of strict intervention measures, including household quarantine of all travelers from affected areas (6). In retrospect, April 28 was indeed the turning point of the SARS outbreak in Taiwan.

To address making projections during an ongoing epidemic, we used the same dataset but used various time intervals (all starting February 25) but truncated at various dates around the inflection point of May 3. The resulting parameter estimates are given in Tables A1-A6. For the truncated data ending on April 28 before the inflection, an unreasonable estimate of K = 875.8 was obtained. However, if we use the data ending on May 5, May 10, May 15, and May 20, we obtain estimates of K = 204.9, 253.1, 334.2, and 342.1, respectively. These estimates improve as we move further past the inflection time of May 3 (Figure). Moreover, the last estimate, using data from February 25–May 20 only, produces a 1.1% error from the eventual cumulative case number of 346, with 95% CI of 321.5 to 362.6. This retrospective exercise demonstrates that if the cumulative case data used for predictive purpose during an outbreak contain information on the inflection point and approximately 2 weeks afterwards, the estimate for the total case number can be obtained with accuracy, well before the date of the last reported case. This procedure may be immensely useful for deciding future public health policies although correctly determining the true inflection point during a real ongoing epidemic calls for scrutiny and judicious use of the model, as with all mathematical epidemic models.

Table A1. Study 1, patient characteristics, methicillin-resistant Staphylococcus aureus (MRSA), controls not infected with S. aureus and controls with methicillin-susceptible S. aureus (MSSA) surgical site infections, bivariable analyses.

Variable Cases, MRSA (%)
(n = 121) Controls, uninfected patients (%)
(n = 193) p value, (MRSA vs. uninfected controls) Controls, MSSA (%)
(n = 165) p value (MRSA vs. MSSA)
Age, mean ± SD, y 63.9 ± 15.4 57.3 ± 18.3 0.001 55.1 ± 17.4 <0.001
Male sex 55 (45.5) 92 (42.7) 0.73 90 (54.6) 0.15
Coexisting conditions
Diabetes mellitus 59 (48.8) 66 (34.2) 0.01 57 (34.6) 0.02
Hematologic disorder 1 (0.8) 1 (0.5) 1.00 2 (1.2) 1.00
HIV infection 0 (0.0) 1 (0.5) 1.00 0 1.00
Hypertension 64 (52.9) 75 (38.9) 0.02 80 (48.5) 0.48
Liver disease 4 (3.3) 1 (0.5) 0.07 2 (1.2) 0.25
Malignancy 15 (12.4) 14 (7.3) 0.16 13 (7.9) 0.23
Obesity 10 (8.3) 12 (6.2) 0.50 18 (10.9) 0.55
Peripheral vascular
disease 12 (9.9) 3 (1.6) 0.002 9 (5.5) 0.17
Pulmonary disease 21 (17.4) 23 (11.9) 0.19 32 (19.4) 0.76
Renal disease 19 (15.7) 9 (4.7) 0.002 13 (7.9) 0.06
Transplant 1 (0.8) 0 0.39 0 0.42
Tobacco use 16 (13.2) 20 (10.4) 0.47 24 (14.6) 0.86
Alcohol abuse 4 (3.3) 2 (1.0) 0.21 6 (3.6) 1.00
Hospital-related risk factors
Treatment at the
academic tertiary
care hospital 94 (77.8) 125 (64.8) 0.02 109 (66.1) 0.04
LOS before surgery,
median, IQR 1, 0–4 0, 0–3 0.02 0, 0–2 0.01
LOS before culture,
median, IQR 8, 5–14 NA NA 5, 3–10 <0.001
Proportion of patients
with an ICU stay
before surgery 11 (9.1) 13 (7.9) 0.83 18 (9.3) 1.0
ASA score, median,
IQR 3, 3–4 3, 2–4 0.03 3, 2–4 0.15
Duration of surgery
(min), median, IQR 240, 166–305 194, 113–276 0.004 202, 116–285 0.01
Wound class,
median, IQR 1, 1–1 1, 1–1 0.82 1, 1–1 0.36
NNIS Risk Index,
median, IQR 1, 1–2 1, 1–1 0.002 1, 1–2 0.06

aLOS, length of stay; IQR, interquartile range; ASA, American Society of Anesthesiologists-Physical Status score; NNIS, National Nosocomial Infections Surveillance System.

Table A2. Study 1: Adjusted outcomes models for methicillin-resistant Staphylococcus aureus (MRSA) surgical site infection (SSI) compared to uninfected control patientsa.

Variable Deaths
Length of stayb
Costc
OR (95% CI) ORd (95% CI) OR (95% CI)
MRSA 11.4 (2.8 to 34.9) 3.2 (2.7 to 3.7) 2.2 (2.0 to 2.6)
ASA scoree,f 1.3 (1.2 to 1.5) ASA score = 4
3.7 (1.5 to 8.9)
ASA score = 2
2.0 (1.4 to 2.9)
ASA score = 3
3.0 (2.1 to 4.3)
ASA Score = 4
4.1 (2.8 to 6.0)
>73 y of age 4.8 (2.0 to 11.6)
Operative duration (min)g
211–400 (0.9 to 1.3) 1.4 (1.2 to 1.7)
401–590 1.7 (1.2 to 2.4) 2.2 (1.6 to 3.1)
>590 1.8 (1.1 to 2.9) 2.6 (1.6 to 4.0)
Length of stay before surgeryh
7–13 d 1.6 (1.1 to 2.1) 1.7 (1.3 to 2.3)
14–20 d 3.6 (1.4 to 9.6) 5.6 (2.3 to 13.4)
>20 d 0.7 (0.2 to 2.6) 1.2 (0.3 to 4.3)
Intensive care unit stay before surgery 1.5 (1.2 to 2.0)
Tertiary care hospital 1.5 (1.2 to 1.7)

aOR, odds ratio; CI, confidence interval; ASA, American Society of Anesthesiologists -Physical Status.
bModel includes the following confounding variables: admission to the tertiary care hospital, diabetes, and renal disease.
cModel includes the following confounding variable: renal disease.
dFor length of hospital stay and cost, OR represents multiplicative effect
eLength of stay increases by 1.3-fold for each point increase in ASA score.
fFor cost, reference category is ASA score = 1.
gReference category is operative duration < 211 min.
hReference category is length of stay before surgery < 7 d.

Table A3. Study 1, adjusted outcomes models for methicillin-resistant Staphylococcus. aureus (MRSA) surgical site infections (SSI) compared to patients with methicillin-resistant S. aureus (MSSA) SSIa.

Deathsb Length of Stayc Costd
Variable OR (95% CI) OR (95% CI)e ORe (95% CI)
MRSA 3.4 (1.5 to 7.7) 1.2 (1.0 to 1.5)  1.2 (1.0 to 1.4)
ASA scoref ASA score = 4
5.1 (2.1 to12.5) ASA score = 2
0.9 (0.5 to 1.7) ASA score = 2
1.0 (0.7 to 1.5)
ASA score = 3
1.6 (0.9 to 2.9) ASA score = 3
1.4 (1.0 to 2.1)
Asa score = 4
1.8 (1.0 to 3.5) ASA score = 4
2.1 (1.4 to 3.2)
Age > 61 years 3.0 (1.2 to 7.3)
Operative duration, ming
206–381 1.3 (1.0 to 1.6) 1.4 (1.1 to 1.6)
382–557 1.3 (0.8 to 2.1) 1.8 (1.3 to 2.5)
>557 1.1 (0.5 to 2.6) 1.6 (0.9 to 2.8)
Length (d) of stay before infectionh
11–20 1.4 (1.0 to 1.8) 1.6 (1.3 to 2.0)
21–30 1.6 (1.0 to 2.7) 1.7 (1.2 to 2.5)
>30 1.3 (0.5 to 3.1) 1.8 (0.9 to 3.8)
Renal disease 1.5 (1.0 to 2.2)
Length (d) of intensive care unit stay before infectioni
8–14 1.8 (1.1, 2.8)
15–21 2.1 (1.1, 8.8)
>21 1.9 (0.4, 8.0)
Tertiary care hospital 1.3 (1.1, 1.6)

aOR, odds ratio; CI, confidence interval; ASA, American Society of Anesthesiologists -Physical Status.
bModel includes the following confounding variable: operative duration >222 min.
cModel includes the following confounding variables: admission to tertiary care hospital and diabetes.
dModel includes the following confounding variables: diabetes and renal disease.
eFor length of hospital stay and cost, OR represents multiplicative effect.
fFor deaths, reference category is ASA score < 1; for length of stay and cost, reference category is ASA score = 1.
gReference category is operative duration < 206 min.
hReference category is length of stay prior to infection < 11 d.
iReference category is intensive care unit length of stay prior to infection < 8 d.

Table A4. Study 2, patient characteristics, vancomycin-resistant enterococci (VRE) wound infections, controls not infected with enterococci, and controls with vancomycin-susceptible enterococci (VSE) wound infections, bivariate analyses.

Variable Cases, VRE wound (%)
(n = 99) Controls, not infected (%)
(n = 280) P Value
(VRE vs. controls not infected) Controls, VSE (%) (n = 213) p value
(VRE vs. VSE)
Age, mean (y) 60.3 63.6 0.09 59.1 0.51
Sex (female) 46 (46) 124 (44.3) 0.7 127 (59.6) 0.03
Main diagnosis
Orthopedic condition 11 (11) 30 (10.7) 18 (8.4)
Cardiovascular condition 25 (25) 117 (41) 61 (28.6)
Endocrine disorder 3 (3) 6 (2.1) 4 (1.9)
Gastrointestinal disorder 25 (25) 60 (21.4) 62 (29.1)
Genitourinary disorder 6 (6) 12 (4.2) 9 (4.3)
Infectious disease 16 (16) 6 (2.1) 20 (9.4)
Hematologic disease 0 (0) 2 (.7) 0
Neurologic disease 11 (11) 32 (11.4) 34 (16)
Pulmonary disease 2 (2) 14 (5) 5 (2.4)
Coexisting conditions
Cardiovascular disease 73 (74) 204 (72.9) 0.86 150 (70.4) 0.55
Lung disease 11 (11) 33 (11.7) 0.9 26 (12.2) 0.78
Diabetes mellitus 67 (67.7) 139 (49.6) 0.002 127 (59.6) 0.17
Organ transplant recipient 14 (14) 21 (7.5) 0.08 18 (8.4) 0.12
Renal disease 18 (18.2) 39 (14) 0.7 28 (13.2) 0.24
Malignancy 7 (7.1) 27 (9.6) 0.5 32 (15) 0.05
AIDS 2 (2) 2 (0.7) 0.27 0 0.1
Hepatobiliary disease 16 (16.6) 40 (14.3) 0.8 31 (14.5) 0.71
Charlson comorbidity score, mean 3.17 2.66 0.07
Hospital-related risk factors
Transfer from another
institution 34 (34.3) 102 (36.4) 0.5 34 (16) <0.001
Surgery 29 (29.3) 94 (33.6) 0.08 90 (42.3) 0.03
Admission to ICU 26 (26.2) 58 (20.7) 0.9 53 (33.3) 0.8

Table A5. Study 2, adjusted outcomes models for vancomycin-resistant enterococcus (VRE) wound infection compared to uninfected control patientsa.

Variable Deathsb
Variable Length of Stayc
Variable Costd
OR (95% CI) ORe (95% CI) ORe (95% CI)
VRE infection 2.0 (0.8 to 5.2) VRE infection 1.8 (1.3 to 2.4) VRE infection 1.5 (1.3, 1.8)
Transfer from another hospital 1.5 (1.2 to 1.9) Surgerye 1.4 (1.1, 1.8)
Renal disease 2.0 (1.5 to 2.7)
Malignancy 0.7 (0.5 to 0.9)
Intensive care unit stayf 2.3 (1.6 to 3.3)

aOR, odds ratio; CI, confidence interval.
bModel includes the following confounding variables: intensive care unit (ICU) stay and number of coexisting conditions.
cModel includes the following confounding variable: propensity score (i.e., likelihood of being a VRE case).
dModel includes the following confounding variables: propensity score [i.e., likelihood of being a VRE case (Appendix)] and length of stay before infection (index date for controls).
eFor length of hospital stay and cost, OR represents multiplicative effect.
fBefore infection for cases and before index date for controls.

Table A6. Study 2, adjusted outcomes models for vancomycin-resistant enterococcus (VRE) wound infection compared to control patients with wound infection due to vancomycin-susceptible enterococcus (VSE)a.

Variable Deathsb
Length of Stayc
Costd
Odds Ratio (OR)
(95% Confidence Interval [CI]) Variable ORe (95% CI) Variable ORe (95% CI)
VRE 2.5 (1.1, 6.1) VRE 1.1 (0.9, 1.4) VRE 1.4 (1.2, 1.6)
Intensive care unit stay (ICU)f 9.0 (3.0, 27.4) ICU stayf 1.8 (1.3, 2.5) Surgeryf 1.2 (1.1, 1.3)

aOR, odds ratio; CI, confidence interval; ICU, intensive care unit.
bModel includes the following confounding variables: gender and surgery before infection.
cModel includes the following confounding variable: malignancy and length of stay before infection.
dModel includes the following confounding variables: length of stay before cohort inclusion.
eFor length of hospital stay and cost, OR represents multiplicative effect.
fBefore infection for cases and before index date for controls.

Footnotes

Suggested citation for this article: Hsieh YH, Lee JY, Chang HL. SARS epidemiology modeling. Emerg Infect Dis [serial on the Internet] 2004 June [date cited]. http://dx.doi.org/10.3201/eid1006.031023

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Emerg Infect Dis. 2004 Jun;10(6):1165–1167. doi: 10.3201/eid1006.040173

SARS Epidemiology Modeling

Guofa Zhou *,, Guiyan Yan *

In Reply: Our analysis of the dynamics of reported severe acute respiratory syndrome (SARS) clinical cases was conducted in May 2003 during the height of the public panic (1). Our primary goal in that study was to predict "when the epidemic might be brought under control if the current intervention measures were continued" (1). We used the Richards model and successfully predicted the epidemic cessation dates in Beijing, Hong Kong, and Singapore. Our predicted total number of SARS cases was close to the actual number of cases. In addition, we estimated the basic reproductive rate (R0) of SARS infection, and our estimates based on the deterministic model were similar to those based on stochastic models (2,3). Therefore, our analysis provided useful information on the epidemiologic characteristic of SARS infections in three major Asian cities.

Hsieh et al. (4) commented that our article did not address the effect that specific intervention measures might have on the dynamics of SARS infection. Our study was not intended to measure this. As we stated in our article, "the transmission mechanism of the coronavirus that causes SARS and the epidemiologic determinants of spread of the virus are poorly understood." Any models built on these unknowns are not suitable for assessing the effects of specific intervention measures. A method suggested by Hsieh et al. (4) to merely "consider a more complicated model with variable maximum case load and growth rate" will not answer the question to any extent.

The retrospective analysis of SARS case dynamics in Taiwan by Hsieh et al. (4) found that "as long as the data include this inflection point and time interval shortly after, the curve fitting and predicting future case number will be reasonably accurate." This notion holds only if the true inflection point is known before an epidemic ends. The main difficulty is how the true inflection point is correctly determined, as noted by Hsieh et al. (4). The time when inflection occurs varies tremendously if truncated data of cumulative SARS case numbers are used. To illustrate this point, we used the cumulative number of reported probable SARS cases in Hong Kong, starting March 17, 2003, but truncated at various dates, and calculated the date when inflection occurred (Table). For example, if the data period from the onset date (March 17, 2003) to the last case reported (June 12, 2003) was used, the date when inflection would occur was estimated as March 19, 2003. If the truncated data ending April 9, April 16, April 30, May 14, and May 28, 2003, were used, the dates when inflection would occur were estimated as April 2, February 7, March 3, March 23, and April 2, 2003, respectively (Table). Clearly, inflection point dates became a moving target as the epidemic progressed. When truncated data ending April 9, April 16, April 30, May 14, and May 28, 2003, were used, the corresponding estimated maximum numbers of cumulative cases (K) were 1,107, 1,907, 1,819, 1,749, and 1,733, respectively. Estimation of K improved when the data period used for prediction was at least one month past the March 19 inflection point obtained from the entire epidemic period. This analysis highlights the difficulty in identifying an optimal inflection point for prediction purposes during an ongoing epidemic when only a partial cumulative case number is available.

Table. Predicted inflection point and dates when inflection occurs based on truncated data of cumulative number of reported severe acute respiratory syndrome cases in Hong Kong.

Data period (ending date) tm a Dateb K c r d αe
April 9, 2003 16.62 April 2, 2003 1,107 0.20 0.74
April 16, 2003 –40.79 February 7, 2003 1,907 0.07 52.11
April 30, 2003 –13.52 March 3, 2003 1,819 0.07 10.21
May 14, 2003 6.80 March 23, 2003 1,749 0.09 2.84
May 28, 2003 17.31 April 2, 2003 1,733 0.10 1.38
June 12, 2003 2.63 March 19, 2003 1,751 0.09 3.77

atm is the inflection point of the model.
bDate refers to the date when inflection occurs.
cK is the predicted maximum number of cumulative cases.
dr is the intrinsic growth rate.
eα measures the extent of deviation of S-shaped dynamics from the classic logistic growth curve.

We fully agree with Hsieh et al. (4) that the quantitative assessment of the effectiveness of public health intervention measures for SARS is a difficult task for modelers. To make models useful for assessing the effects of specific intervention measures and for predicting the future dynamics during an ongoing epidemic, we need improved knowledge on the transmission mechanisms, pathogenesis, and the epidemiologic determinants of the spread of the virus. Any retrospective analysis of the 2003 SARS epidemic that improves our knowledge of SARS epidemiology is welcome.

Footnotes

Suggested citation for this article: Zhou G, Yan G. Response to: SARS epidemiology modeling. Emerg Infect Dis [serial on the Internet]. 2004 Jun [date cited]. http://dx.doi.org/10.3201/eid1006.040173

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