---
name: pydeseq2
description: Differential gene expression analysis for bulk RNA-seq with PyDESeq2, including formulaic designs, Wald tests, FDR correction, LFC shrinkage, and result visualization.
allowed-tools: Read Write Edit Bash
compatibility: Requires Python >=3.11 and PyDESeq2 0.5.4-compatible dependencies. Examples target PyDESeq2 0.5.x, formulaic design strings, explicit contrasts, and uv-based installs.
license: MIT license
metadata:
  version: "1.2"
  skill-author: K-Dense Inc.
---

# PyDESeq2

## Overview

PyDESeq2 is a Python implementation of DESeq2 for differential expression analysis with bulk RNA-seq data. Design and execute complete workflows from data loading through result interpretation, including formulaic single-factor and multi-factor designs, Wald tests with multiple testing correction, optional apeGLM shrinkage, and integration with pandas and AnnData.

## When to Use This Skill

This skill should be used when:
- Analyzing bulk RNA-seq count data for differential expression
- Comparing gene expression between experimental conditions (e.g., treated vs control)
- Performing multi-factor designs accounting for batch effects or covariates
- Converting R-based DESeq2 workflows to Python
- Integrating differential expression analysis into Python-based pipelines
- Users mention "DESeq2", "differential expression", "RNA-seq analysis", or "PyDESeq2"

## Quick Start Workflow

For users who want to perform a standard differential expression analysis:

```python
import pandas as pd
from pydeseq2.dds import DeseqDataSet
from pydeseq2.default_inference import DefaultInference
from pydeseq2.ds import DeseqStats

# 1. Load data
counts_df = pd.read_csv("counts.csv", index_col=0).T  # Transpose to samples × genes
metadata = pd.read_csv("metadata.csv", index_col=0)

# 2. Filter low-count genes
genes_to_keep = counts_df.columns[counts_df.sum(axis=0) >= 10]
counts_df = counts_df[genes_to_keep]

# 3. Make the reference level explicit and fit DESeq2
metadata["condition"] = pd.Categorical(
    metadata["condition"], categories=["control", "treated"]
)
inference = DefaultInference(n_cpus=4)
dds = DeseqDataSet(
    counts=counts_df,
    metadata=metadata,
    design="~condition",
    refit_cooks=True,
    inference=inference,
)
dds.deseq2()

# 4. Perform statistical testing
ds = DeseqStats(
    dds,
    contrast=["condition", "treated", "control"],
    inference=inference,
)
ds.summary()

# 5. Access results
results = ds.results_df
significant = results[results.padj < 0.05]
print(f"Found {len(significant)} significant genes")
```

## Core Workflow Steps

The six steps, with code, are in
[references/core_workflow_steps.md](references/core_workflow_steps.md):

1. **Data preparation** — raw integer counts with genes as columns and samples as rows,
   and matching metadata. Never feed normalized or transformed values to DESeq2.
2. **Design specification** — the design factors and the reference level for each.
3. **DESeq2 fitting** — size factors, dispersions, and the GLM fit.
4. **Statistical testing** — Wald tests for a named contrast.
5. **Optional LFC shrinkage** — for ranking and visualization.
6. **Result export** — the results table with adjusted p-values.

Multi-factor designs, contrasts, and interaction terms are in
[references/analysis_patterns.md](references/analysis_patterns.md).

## Using the Analysis Script

This skill includes a complete command-line script for standard analyses:

```bash
# Basic usage
python scripts/run_deseq2_analysis.py \
  --counts counts.csv \
  --metadata metadata.csv \
  --design "~condition" \
  --contrast condition treated control \
  --output results/

# With additional options
python scripts/run_deseq2_analysis.py \
  --counts counts.csv \
  --metadata metadata.csv \
  --design "~batch + condition" \
  --contrast condition treated control \
  --output results/ \
  --min-counts 10 \
  --alpha 0.05 \
  --n-cpus 4 \
  --shrink-coeff "condition[T.treated]" \
  --plots
```

**Script features:**
- Automatic data loading and validation
- Gene and sample filtering
- Complete DESeq2 pipeline execution
- Statistical testing with customizable parameters
- Result export (CSV and portable AnnData/H5AD)
- Explicit LFC shrinkage coefficient support for PyDESeq2 0.5.x
- Optional visualization (volcano and MA plots)

Refer users to `scripts/run_deseq2_analysis.py` when they need a standalone analysis tool or want to batch process multiple datasets.

## Result Interpretation

### Identifying Significant Genes

```python
# Filter by adjusted p-value
significant = ds.results_df[ds.results_df.padj < 0.05]

# Filter by both significance and effect size
sig_and_large = ds.results_df[
    (ds.results_df.padj < 0.05) &
    (abs(ds.results_df.log2FoldChange) > 1)
]

# Separate up- and down-regulated
upregulated = significant[significant.log2FoldChange > 0]
downregulated = significant[significant.log2FoldChange < 0]

print(f"Upregulated: {len(upregulated)}")
print(f"Downregulated: {len(downregulated)}")
```

### Ranking and Sorting

```python
# Sort by adjusted p-value
top_by_padj = ds.results_df.sort_values("padj").head(20)

# Sort by absolute fold change (use shrunk values)
ds.lfc_shrink(coeff="condition[T.treated]")
ds.results_df["abs_lfc"] = abs(ds.results_df.log2FoldChange)
top_by_lfc = ds.results_df.sort_values("abs_lfc", ascending=False).head(20)

# Sort by a combined metric
ds.results_df["score"] = -np.log10(ds.results_df.padj) * abs(ds.results_df.log2FoldChange)
top_combined = ds.results_df.sort_values("score", ascending=False).head(20)
```

### Quality Metrics

```python
# Check normalization (size factors should be close to 1)
print("Size factors:", dds.obs["size_factors"])

# Examine dispersion estimates
import matplotlib.pyplot as plt
plt.hist(dds.var["dispersions"], bins=50)
plt.xlabel("Dispersion")
plt.ylabel("Frequency")
plt.title("Dispersion Distribution")
plt.show()

# Check p-value distribution (should be mostly flat with peak near 0)
plt.hist(ds.results_df.pvalue.dropna(), bins=50)
plt.xlabel("P-value")
plt.ylabel("Frequency")
plt.title("P-value Distribution")
plt.show()
```

## Visualization Guidelines

### Volcano Plot

Visualize significance vs effect size:

```python
import matplotlib.pyplot as plt
import numpy as np

results = ds.results_df.copy()
results["-log10(padj)"] = -np.log10(results.padj)

plt.figure(figsize=(10, 6))
significant = results.padj < 0.05

plt.scatter(
    results.loc[~significant, "log2FoldChange"],
    results.loc[~significant, "-log10(padj)"],
    alpha=0.3, s=10, c='gray', label='Not significant'
)
plt.scatter(
    results.loc[significant, "log2FoldChange"],
    results.loc[significant, "-log10(padj)"],
    alpha=0.6, s=10, c='red', label='padj < 0.05'
)

plt.axhline(-np.log10(0.05), color='blue', linestyle='--', alpha=0.5)
plt.xlabel("Log2 Fold Change")
plt.ylabel("-Log10(Adjusted P-value)")
plt.title("Volcano Plot")
plt.legend()
plt.savefig("volcano_plot.png", dpi=300)
```

### MA Plot

Show fold change vs mean expression:

```python
plt.figure(figsize=(10, 6))

plt.scatter(
    np.log10(results.loc[~significant, "baseMean"] + 1),
    results.loc[~significant, "log2FoldChange"],
    alpha=0.3, s=10, c='gray'
)
plt.scatter(
    np.log10(results.loc[significant, "baseMean"] + 1),
    results.loc[significant, "log2FoldChange"],
    alpha=0.6, s=10, c='red'
)

plt.axhline(0, color='blue', linestyle='--', alpha=0.5)
plt.xlabel("Log10(Base Mean + 1)")
plt.ylabel("Log2 Fold Change")
plt.title("MA Plot")
plt.savefig("ma_plot.png", dpi=300)
```

## Troubleshooting Common Issues

### Data Format Problems

**Issue:** "Index mismatch between counts and metadata"

**Solution:** Ensure sample names match exactly
```python
print("Counts samples:", counts_df.index.tolist())
print("Metadata samples:", metadata.index.tolist())

# Take intersection if needed
common = counts_df.index.intersection(metadata.index)
counts_df = counts_df.loc[common]
metadata = metadata.loc[common]
```

**Issue:** "All genes have zero counts"

**Solution:** Check if data needs transposition
```python
print(f"Counts shape: {counts_df.shape}")
# If genes > samples, transpose is needed
if counts_df.shape[1] < counts_df.shape[0]:
    counts_df = counts_df.T
```

### Design Matrix Issues

**Issue:** "Design matrix is not full rank"

**Cause:** Confounded variables (e.g., all treated samples in one batch)

**Solution:** Remove confounded variable or add interaction term
```python
# Check confounding
print(pd.crosstab(metadata.condition, metadata.batch))

# Either simplify design or add interaction
design = "~condition"  # Remove batch
# OR
design = "~condition + batch + condition:batch"  # Model interaction
```

### No Significant Genes

**Diagnostics:**
```python
# Check dispersion distribution
plt.hist(dds.var["dispersions"], bins=50)
plt.show()

# Check size factors
print(dds.obs["size_factors"])

# Look at top genes by raw p-value
print(ds.results_df.nsmallest(20, "pvalue"))
```

**Possible causes:**
- Small effect sizes
- High biological variability
- Insufficient sample size
- Technical issues (batch effects, outliers)

## Reference Documentation

For comprehensive details beyond this workflow-oriented guide:

- **API Reference** (`references/api_reference.md`): Complete documentation of PyDESeq2 classes, methods, and data structures. Use when needing detailed parameter information or understanding object attributes.

- **Workflow Guide** (`references/workflow_guide.md`): In-depth guide covering complete analysis workflows, data loading patterns, multi-factor designs, troubleshooting, and best practices. Use when handling complex experimental designs or encountering issues.

Load these references into context when users need:
- Detailed API documentation: `Read references/api_reference.md`
- Comprehensive workflow examples: `Read references/workflow_guide.md`
- Troubleshooting guidance: `Read references/workflow_guide.md` (see Troubleshooting section)

## Key Reminders

1. **Data orientation matters:** Count matrices typically load as genes × samples but need to be samples × genes. Always transpose with `.T` if needed.

2. **Sample filtering:** Remove samples with missing metadata before analysis to avoid errors.

3. **Gene filtering:** Filter low-count genes (e.g., < 10 total reads) to improve power and reduce computational time.

4. **Design formula order:** Put adjustment variables before the variable of interest (e.g., `"~batch + condition"` not `"~condition + batch"`).

5. **LFC shrinkage timing:** Apply shrinkage after statistical testing and only for visualization/ranking purposes. P-values remain based on unshrunken estimates.

6. **Result interpretation:** Use `padj < 0.05` for significance, not raw p-values. The Benjamini-Hochberg procedure controls false discovery rate.

7. **Contrast specification:** The format is `[variable, test_level, reference_level]` where test_level is compared against reference_level.

8. **Save intermediate objects:** Prefer `dds.to_picklable_anndata().write_h5ad("dds_result.h5ad")` for portable outputs. Only load pickle files that you created yourself and trust.

## Installation and Requirements

```bash
uv pip install pydeseq2==0.5.4
```

**System requirements:**
- Python 3.11+
- PyDESeq2 0.5.4
- pandas 2.2.0+
- numpy 2.0.0+
- scipy 1.12.0+
- scikit-learn 1.4.0+
- anndata 0.11.0+
- formulaic 1.0.2+ and formulaic-contrasts 0.2.0+

**Optional for visualization:**
- matplotlib
- seaborn

## Additional Resources

- **Official Documentation:** https://pydeseq2.readthedocs.io
- **GitHub Repository:** https://github.com/scverse/PyDESeq2
- **Publication:** Muzellec et al. (2023) Bioinformatics, DOI: 10.1093/bioinformatics/btad547
- **Original DESeq2 (R):** Love et al. (2014) Genome Biology, DOI: 10.1186/s13059-014-0550-8