Refining Estimation of the Instantaneous Reproduction Number During Early Pandemic Stages: Addressing Case-Reporting Variability and Serial Interval Uncertainty.

During infectious disease outbreaks, estimates for the instantaneous reproduction number, R(t), are essential for understanding transmission dynamics. This study develops and analyzes new methodology to improve estimation of R(t) when observed case counts are subject to reporting patterns and available serial interval estimates are subject to uncertainty and non-representativeness. Specifically, we developed a Bayesian time-since-infection model with layers to adjust for reporting measurement error, integrate multiple candidate serial interval estimates, and estimate transmission with an autoregressive time-series model incorporating factors relevant to transmission. Additionally, we provide practical tools to identify reporting patterns and determine when to smooth case counts for more usable R(t) estimates. We evaluated model performance relative to widely adopted methodology by simulating outbreak data, finding improved R(t) estimation with the proposed methodology. We also used 2020 COVID-19 data to analyze transmission trends and predictors, identifying strong day-of-week and social distancing effects that subsequently reduced estimate volatility. In addition to new approaches for addressing serial interval uncertainty and incorporating transmission predictor information, this study provides an alternative approach for addressing case-reporting patterns without delaying detection or smoothing over relevant transmission signals. These tools and findings may be used or built upon for current and future outbreaks.