Work

The R = 1 threshold can misclassify epidemic stability

Year: 2026
Type: article
Abstract: The effective reproduction number, R , is a predominant statistic for tracking infectious disease spread and informing health policies. An estimated R = 1 is universally interpreted as a stability threshold distinguishing epidemic growth ( R > 1 ) from control ( R < 1 ). We demonstrate that this interpretation frequently fails because R typically averages over groups with heterogeneous characteristics. We find that R = 1 conceals valuable early-warning signals of resurgence and misclassifies complex dynamics as noise, generating false positive stability thresholds that diminish predictive and policymaking value. We further illustrate that a popular alternative transmissibility definition (using next-generation matrices) overcorrects this issue, producing false negative stability signals by amplifying stochastic variation. We address these limitations by adapting a recently developed statistic, E , derived from R using experimental design theory. We show that E tightly constrains the set of scenarios consistent with stability, while remaining robust to noise and establish E = 1 as a more practical and meaningful real-time threshold.
Language: English
Field: Medicine
Open Access status: gold
Estimated APC paid: $3,990
OpenAlex ID: W7154447097
FWCI: 6.1
Cites: 43
Cited by: 2
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