Asking directly, because I could not find a straight answer: Journal club: STEP 1 and the treatment-policy estimand — does this still hold?
Working notes on STEP 1 rather than a conclusion. I would rather post the reasoning while it can still be corrected than post the answer once I am committed to it.
Everything below is checkable. Where I have taken a figure from somewhere else I have said where; where I have estimated, I have said that too.